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Capturing a snapshot

Freeze a Revenue Cloud quote as your golden baseline for pricing, configurator, or approval regression comparisons.

Video coming soonCapturing a pricing snapshot
How to capture your first snapshot from a Revenue Cloud quote.

Prerequisites​

  • At least one Salesforce org connected: see Connecting environments
  • A Quote ID from Revenue Cloud that you want to use as a baseline

Capture a snapshot​

  1. Go to Snapshots in the sidebar (/snapshots).
  2. Click Capture Snapshot.
  3. Select the connected org to read from.
  4. Choose a category (Pricing, Configurator, or Approval) and enter the Quote ID.
  5. Enter a Description (required). The API name slug is generated from this description automatically.
  6. If the category is Approval, also enter:
    • Flow API name (required): for example QuoteApprovals
    • Object API name (defaults to Quote)
    • Optional input parameters as a JSON object
  7. Click Capture (or Preview & Save Baseline for approval). Revsnap reads Salesforce and stores the baseline.
Screenshot coming soonsnapshots-capture-buttonSnapshots page with Capture Snapshot button in the header
Use Capture Snapshot to freeze a quote as your regression anchor.
Configurator snapshots

Configurator Scenario Builder proves configuration rules with an ordered attempt → assert → save script. See Configurator testing and the rule pattern guides.

Approval snapshots

Approval testing uses Salesforce's Advanced Approvals Preview API. It is preview-only and runs only against the same org that captured the snapshot. See Approval testing for the full guide.

After capture​

The new snapshot appears in your Snapshots list. From here you can:

  • View snapshot details (org, quote ID, created date)
  • Run a regression test against it
  • Add it to a tag for batch testing (Pro)

Re-capturing​

If you intentionally change pricing in Revenue Cloud and want a new baseline, capture a new snapshot. The original snapshot is preserved for historical comparison.

Limits​

Your workspace has a snapshot limit based on your plan. Check your usage on the dashboard or billing page. Upgrade if you need more capacity.