Install Era

Define Your Requirements

Configure Timer

Setup Snapshots

Assign Licenses

Assign Permission Set

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 Text field on Era for each Dynamic Data field you are capturing a Snapshot of

   1. Label: Snapshot – {Lookup Label}: {Field Label}

      1. Ex: “Snapshot – Case: Status”

   2. Name: Snap_{LookupName}_{FieldName}

      1. Ex: “Snap_Opportunity_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