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 available in your reports regardless, however this step is essential for Dynamic Data.

Static Data – Won’t change over time (ex: Contact Name, Account Website)

Dynamic Data – Does change over time (ex: Opportunity Stage, Case Priority)

  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 = Snapshot – {Lookup Label}: {Field Label}

      1. Ex: “Snapshot – Case: Status”

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

      1. Ex: “SOpportunity_Stage”

  2. Update the “Snapshot Definition” Metadata record (Setup > Custom Metadata Types > Manage Records > Edit)

    1. Update Fields to include the Path to and API Name of each field you are taking a snapshot of separated by commas.

      1. Ex: Opportunity__r.Stage__c,Account__r.OwnerId