Set Up Historical Trend news

To make historical trend reports accessible to your users, begin by mistreatment filters to piece the quantity of knowledge that’s captured for historical trend news. Then choose the fields required for historical reports more at salesforce training.

Shape your historical trend knowledge to own enough for users to use however doesn’t exceed the house limits. Contemplate that fields contain helpful historical knowledge and that fields contain the knowledge you'll miss.

 

1) From Setup, enter Historical Trending within the fast notice box, then choose Historical Trending.

2) Choose the article that you just need to try to historical trend news on.

You can choose Opportunities, Cases, statement things, and up to three custom objects. Historical trend news is obtainable for cooperative Forecasts however not for Customizable statement.

3) choose to alter Historical Trending.

4) Use the filters below piece knowledge to specify the whole quantity of knowledge you'll use to make historical trend reports.

You can slim down historical knowledge for Opportunities, Cases, and custom objects. For statement things, accessible knowledge is chosen for you.

For example, to cut back the info hold on for Opportunities reports, drop out the smallest amount seemingly deals by setting Stage not adequate Prospecting.

5) Below choose Fields, organize to eight fields to create accessible for historical trend news.

This field is hand-picked once making historical trending reports.

v For Opportunities news, five fields are preselected: quantity, Close Date, Forecast class, likelihood, and Stage. you'll add three additional.

v For statement, all eight accessible fields are pre-selected.

After you alter historical trending, a replacement custom report sort is obtainable after you produce future reports. If you alter historical trending on a replacement field, that field is mechanically supplemental to the historical trending report layout.

For opportunities, historical knowledge is collected even though historical trending isn’t enabled. If historical trending is enabled, the historical reports embrace all the info for the desired time vary, together with knowledge from before once historical trending was enabled.

When you close up historical trending, keep these points in mind.

v In Developer Edition org, you can't close up historical trending on a custom field that's a part of a discharged managed package. This can be to avoid problems which may arise throughout resulting installations of the package. to show off chase on a custom field that's a part of Associate in the nursing suppressed version of a managed package during a Developer Edition org, contact Salesforce certification support.

v Turning off historical trending for a field hides the historical knowledge for that field. If you re-enable historical trending, historical knowledge for the sector is viewed once more, together with knowledge created when historical trending was turned off.

v Turning off historical trending for Associate in Nursing object causes all historical knowledge and configuration settings to be deleted for that object. The object’s historical trending report sort and any reports that are created with it are deleted.

v If you switch off historical trending for a field and delete it, the field’s historical knowledge is not any longer accessible even though you re-enable historical trending topics today.