Browsing and filtering snapshots

Find and organize snapshots as your workspace grows.

Screenshot coming soonsnapshots-filtersSnapshots list with category and org filters

Filter snapshots by category, connected org, or tag.

Snapshots list

The Snapshots page (/snapshots) shows all regression anchors in your workspace. Each row displays:

• Snapshot name or quote reference
• Connected Salesforce org
• Category (if assigned)
• Last updated date

Filtering

Use the filters at the top of the list to narrow results:

• By org: show snapshots from a specific connected environment
• By category: Pricing, Configurator, or Approval
• By tag: find snapshots that belong to a tag (Pro)

For approval-specific baselines, see Approval testing.

Snapshot detail

Click a snapshot to open its detail page (/snapshots/[id]). The detail view shows:

• Quote ID and org metadata
• Capture and last-updated timestamps
• Actions: Run test, add to tag, view run history

Empty state

If you have no snapshots yet, the page prompts you to connect an org and capture your first snapshot. See the Quickstart for the full flow.