Snapshots
What snapshots are, how they work, how to run one manually, and what to do if one fails.
A snapshot is a point-in-time check of your Salesforce org. Every time AuditForce runs a snapshot, it reads your org's change history and records what happened since the last check.
How snapshots work
- AuditForce connects to your Salesforce org.
- It reads all configuration changes since the last snapshot (or the last 24 hours if this is your first run).
- Each change is categorized and assigned a severity level.
- The results appear on your dashboard and Changes page.
- AuditForce sends you an email with a summary of what was found.
Snapshots are read-only. AuditForce never modifies or deletes data in your Salesforce org.
Automatic snapshots
AuditForce runs a snapshot automatically on a schedule you control. The default is once per day.
To change your schedule, go to Settings and update your snapshot frequency, preferred time, and timezone.
| Frequency option | When it runs |
|---|---|
| Daily | Once per day at your chosen time |
| Weekly | Once per week on your chosen day and time |
Running a snapshot manually
You can run a snapshot at any time from the dashboard.
- Go to your dashboard.
- Click Run snapshot now.
- The button shows "Running..." while the snapshot is in progress.
- When it finishes, the dashboard updates with the latest results.
Use this when you want to see changes immediately rather than waiting for your next scheduled run.
Your first snapshot
When you first connect your org, no snapshot runs automatically. Click "Run snapshot now" from the dashboard to take your first snapshot.
Your first snapshot covers the last 24 hours of changes. After that, each snapshot picks up from where the previous one left off.
AuditForce sends you a "Your first snapshot is ready" email when it completes, whether or not any changes were found.
What happens if a snapshot fails
If a snapshot can't complete, AuditForce sends you an email with the subject "Action needed: we couldn't reach [your org name]."
Common causes:
- Your Salesforce connection has expired. Go to the dashboard and click "Reconnect Salesforce Org."
- The app's access was revoked in Salesforce. Re-create the app and reconnect.
Failed snapshots are logged but don't count as a completed check. AuditForce will try again at your next scheduled run.
How long is data kept
| Plan | Snapshot history |
|---|---|
| Free | 7 days |
| Core | 90 days |
Snapshots older than your plan's retention window are automatically deleted, along with all the change records they contain.
Frequently asked questions
Does running a snapshot use up any Salesforce API calls? Yes, each snapshot uses a small number of Salesforce API calls to read your change history. For most orgs, this is well within Salesforce's daily API limits. If your org is close to its API limit, consider switching to a weekly schedule.
I ran two snapshots close together. Are the results duplicated? No. Each snapshot only covers the time since the previous completed snapshot. Running two snapshots back-to-back will show 0 changes on the second one if nothing changed in the few minutes between them.
Can I delete a snapshot? Not manually. Snapshots are deleted automatically when they fall outside your plan's retention window.
Will AuditForce run a snapshot even if nothing changed? Yes. The snapshot still runs on schedule and records 0 changes. No email is sent when there's nothing to report (after your first snapshot).