My team (~15 users) will need to view historic data for many fields for multiple accounts. For example, we will need to track the respective revenue, employee count, department-specific revenue, operating expenses, etc. for Account A, B, C and D on a monthly basis. This data will then be visualized in reports and dashboards for a variety of stakeholders.
I had thought that these fields could be custom fields on each Account's page, but field tracking history is only allowed for 20 fields on each object, so I could not move these fields to a custom object since I would still exceed the field history tracking limit.
Then I considered multiple custom objects (maybe one for financial data and another for demographic data) to get around the field history tracking minimum, but I am not sure that I would be able to create the appropriate reports.
Am I thinking about this process completely wrong? Are there AppExchange options (hopefully free!) that people have had success with?
Any help would be much appreciated!
2 answers
Well you coud also buy Field Audit Trail which is an add-on. You can ask your AE how much it would cost - that would give you 60 fields
Have you looked at Analytic Snapshots? They take snapshots of data on a daily, weekly, monthly basis and then you can report on that over time
https://help.salesforce.com/articleView?id=data_about_analytic_snap.htm&type=0
As good a place to start as any provided you are ok with the snapshots happening at a given point in time and not every time the field changes.
If you need tracking every time the field changes you are probably into a custom child object, but it starts to get messy and potentially very large data volumes
