Loading

Include Record Type in a Reporting Snapshot

Julkaisupäivä: Jun 14, 2026
Kuvaus

Reporting Snapshots in Salesforce allow you to capture report data at a point in time and store it in a custom object for historical trend analysis. However, mapping data from Record Type fields is not currently supported for Reporting Snapshots.

This is a known platform limitation. The Record Type field cannot be directly mapped as a source field when setting up a Reporting Snapshot, which means Record Type data is excluded from the snapshot unless a workaround is applied.

To request this functionality be added in a future release, vote on please include Account-Record Type for Analytical Snapshot on IdeaExchange.

Ratkaisu

As a workaround, create a Text formula field that returns the Record Type name as a text value. This formula field can then be added to your report and mapped within the Reporting Snapshot.

Step 1 – Identify Your Record Type IDs

  1. Go to Setup > Object Manager > [Object] > Record Types (for example, Accounts).
  2. Click the label for each Record Type in the list.
  3. In the URL, copy the Record Type ID — it appears after =id and before the & ampersand symbol.

Example URL: <REDACTED> The Record Type ID here is: 0126000000056bP`

Step 2 – Create a Text Formula Field

Create a new Formula (Text) field on the object using the following logic (substituting your actual Record Type IDs and labels):

IF(RecordTypeId = "0126000000053ik", "Account Record Type",
IF(RecordTypeId = "0126000000056bP", "Last Type", "None"))

This formula returns the text name of the Record Type based on the RecordTypeId. Add an additional IF condition for each Record Type in your org.

Step 3 – Add Formula Field to Your Report

Add the new formula field to the report used by your Reporting Snapshot.

Step 4 – Map the Formula Field in the Reporting Snapshot

In your Reporting Snapshot configuration, map the formula field (which now returns Record Type as text) to the appropriate field in your target custom object.

Knowledge-artikkelin numero

000384981

 
Ladataan
Salesforce Help | Article