To create them, go to Setup > type in ‘Reporting Snapshots’ in the Quick Find Box > Click on ‘Reporting Snapshots’. Choose a name for your Analytic Snapshot and then check if the Running User has access to view the report you are placing in the custom object.
What is an analytic snapshot in Salesforce?
An analytic snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object's fields with there port's data. Click to see full answer.
How do I create an analytic snapshot?
To create them, go to Setup > type in ‘Reporting Snapshots’ in the Quick Find Box > Click on ‘Reporting Snapshots’. Choose a name for your Analytic Snapshot and then check if the Running User has access to view the report you are placing in the custom object.
How can I use reporting snapshots to estimate the accuracy?
Using reporting snapshots can help you estimate the accuracy of your team’s projected forecasts. If you have snapshot reports categorized, you can simply pull them out and check whether your team is achieving the set goals. Also, you can compare their previous forecasts with historical performances for additional insight.
How do I create a custom object in Salesforce?
Create a Custom Object by going to Setup | Create | Objects | New Custom Object 6. Give your Custom Object an easy to remember name and make sure the “Allow Reports” check box under Optional Features and the “Deployed” option under Deployment Status are both checked.
What is analytical snapshot in Salesforce com?
An analytic snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object's fields with there port's data.
What is a Salesforce Snapshot?
Salesforce Reporting Snapshots is a little-known feature that is included in out-of-the-box Salesforce orgs and is easy to set up. Snapshots allow you to take a picture of a set of records and freeze the data on them for future reference.
How do you schedule a snapshot report?
From Setup, enter “Reporting Snapshots” in the Quick Find box, then select Reporting Snapshots. Select the name of the reporting snapshot that you want to schedule to run. Reporting snapshots run as scheduled only if the user in the Running User field has access to the folder in which the source report is stored.
Which two report formats can be used as a source report to configure a reporting snapshot choose two?
Tabular and Summary report can be used to create reporting snapshot.
How does Salesforce store historical data?
First you need to activate the feature. Go to Setup and search for Historical Trending. Select the Object you want to report on, for the Pipeline we need Opportunities. Select the fields you require and ensure you select Enable Historical Trending, then select Save.
How do I turn on historical trending in Salesforce?
From Setup, enter Historical Trending in the Quick Find box, then select Historical Trending. Select the object that you want to do historical trend reporting on. You can select Opportunities, Cases, Forecasting Items, and up to 3 custom objects. Select Enable Historical Trending.
How do I run a reporting snapshot manually in Salesforce?
From Setup, enter “Reporting Snapshots” in the Quick Find box, then select Reporting Snapshots. Select the name of the reporting snapshot that you want to schedule to run. Reporting snapshots run as scheduled only if the user in the Running User field has access to the folder in which the source report is stored.
What does a snapshot field allow you to do?
In Quickbase, a snapshot field takes the value of a lookup field and captures that value on the child record at the time it's created. The purpose of the snapshot field is to prevent the child record's value from changing, even when the parent record's value is changed.
What is historical trending in Salesforce?
What is Historical Trend Reporting? Historical Trend Reporting is a niche reporting feature available on Salesforce. It allows for reporting on the standard up-to-the-minute state of the business as well as analyze day-to-day and week-to-week changes in forecasts, cases, opportunities, or values in custom objects.