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What are snapshots?

A snapshot is a frozen baseline of Revenue Cloud behavior at a point in time. Snapshots are your golden baselines: the reference state you compare against when running regression tests.

Revsnap supports three snapshot categories:

CategoryWhat it proves
PricingQuote and line-item prices still match the baseline
ConfiguratorConfiguration rules and messages still behave as expected: see Configurator testing
ApprovalAdvanced Approvals preview routing still matches the baseline
Screenshot coming soonsnapshots-detailSnapshot detail page showing quote metadata and line items
A snapshot captures the quote ID, connected org, and the baseline state for its category.

What gets captured​

When you capture a snapshot, Revsnap reads from your connected Salesforce org and stores category-specific baseline data:

  • Pricing: quote header fields, line items, quantities, prices, and adjustments
  • Configurator: configuration messages or scenario proof steps for the quote
  • Approval: Advanced Approvals preview chains, steps, assignees, conditions, and levels

The snapshot is stored in your workspace and does not change unless you explicitly re-capture it.

Why snapshots matter​

Revenue Cloud pricing, configuration, and approvals change frequently: new price rules, bundle updates, flow changes, assignee remaps. Without a baseline, it is hard to know whether a change broke something.

Snapshots let you answer questions like:

  • "Does this quote still price the same way it did before the deployment?"
  • "Does this invalid product selection still raise the expected configurator error?"
  • "Does this quote still route to the same approval chain and assignees?"

Snapshots and environments​

Each snapshot is tied to the Salesforce org it was captured from. When you run a test, Revsnap fetches live data from that same org and diffs it against the stored snapshot.

Next steps​