Setup Snapshots

Snapshots are great for understanding the state of data as it existed when the time was recorded. You can skip this step for any Static Data points as they will be already be available in your reports .

  1. Create one field on Era for each field you are capturing a Snapshot of

    1. Type = Same Type as the field that you are capturing a snapshot of

      1. If you are creating a Picklist field consider setting Restrict picklist to the values defined in the value set = False so that you don’t have to maintain the picklist values

    2. Label = Snap – {Lookup Label}: {Field Label}

      1. Ex: “Snap – Case: Status”

    3. Name = S{LookupName}_{FieldName}

      1. Ex: “SOpportunity_Stage”

  2. Open the Era Settings Tab

  3. Select the fields from Parent Objects that you would like to capture snapshots of

  4. Click Save