Account Snapshot Load History

Modified on Wed, 8 Jul at 9:22 AM

Overview
We're introducing 
Account Snapshot History
, a new way to track every snapshot that has ever been loaded into an account. You can now view a complete, organized history of snapshot activity directly from the 
Actions
 menu on the 
Accounts 
page.
What's New?
* Added a new 
View Snapshot History
 option alongside the existing 
Load Snapshot
 action in the 
Actions 
menu.
Screenshot 2026-07-07 at 5
* View a complete list of all snapshots that have been loaded into an account.
* Open any snapshot to see its detailed load history, including every time that specific snapshot was applied.
Screenshot 2026-07-07 at 5
* Drill down further to view the exact assets—such as workflows, calendars, and more—that were included in each snapshot load.
Screenshot 2026-07-07 at 5
* Each history entry displays:
* Who loaded the snapshot
* When it was loaded
* The snapshot version
* The snapshot type (Template, Created, Imported, or Marketplace)
Why It Matters
Previously, there was no simple way to determine when a snapshot was loaded into an account, who loaded it, or which version was used. This made troubleshooting, auditing account changes, and understanding account setup history difficult and time-consuming.
With A
ccount Snapshot History
, all of this information is now available in one place, making it easier to investigate changes and maintain visibility into your account setup.
Benefits
Faster troubleshooting:
Quickly identify what was loaded and when without relying on support tickets or team members.
Improved accountability: 
See exactly who initiated every snapshot load.
Greater visibility: 
Access the complete snapshot history of any account in just a few clicks.
Detailed auditing: 
Drill down from the overall history to individual snapshot loads and the exact assets included in each load.
What's Next?
We're continuing to enhance the Snapshot History experience with improvements such as search and filtering capabilities, making it even easier to navigate and audit snapshot activity as your accounts grow.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article