historical values of fields

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  • Updated 4 years ago
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We want to create a report that show the value of a fields based on the filters on the table.  We track progress on locations in projects, we select a filter for "this week" and it would show the location name, the "% complete value" on the start of the report period and the "% complete" at the end of the report period.  What is the best way to approach this?
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Megan Vaughan

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Posted 4 years ago

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mB Pat Vachon, Champion

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Pretty sure there is nothing added from Skuid to enable this type of functionality where we can access historical field values. I'd like to be wrong on this though. :D

You can use Reporting Snapshots to gather the state of a record at timed intervals.
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Zach McElrath, Employee

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Pat's right on this one --- we recommend using either Salesforce's Historical Trending or Analytic Snapshots feature to set up point-in-time captures of the state of your data. Then you can use Skuid to retrieve and present the "state" of your data at various points in time, as desired.
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mB Pat Vachon, Champion

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Holy cow! Historical Trending is awesome!! Coupling data from that with kendo ui will be sick!

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