Required Editions and User Permissions.
- In Salesforce Classic: To display the menu, hover over a component. To clear the hover menu, click an empty part of the screen.
- In Salesforce Classic: Choose where you want your snapshot to appear.
- To show it in a dashboard, click Post Snapshot to Dashboard Feed.
- To show it to a user or group, click Post Snapshot to User or Group Feed.
- To show it in a dashboard, click Post Snapshot to Dashboard Feed.
- To show it to a user or group, click Post Snapshot to User or Group Feed.
What is a dashboard snapshot in Salesforce?
Salesforce: Dashboard Snapshot If you are not aware, in Salesforce we can post a snapshot of a dashboard component to Chatter feed, whether to a User or Chatter Group or to Dashboard feed. A snapshot is a static image of a dashboard component at a specific point of time when the dashboard last refresh.
How do I post a dashboard component snapshot?
In order to post a snapshot, you must have the appropriate setting enabled in Setup. From Setup, enter Reports and Dashboard Settings in the Quick Find box and click Reports and Dashboard Settings. Select the Enable Dashboard Component Snapshots checkbox, and click Save.
Can I post snapshots of dashboards to chatter?
In addition, you can post a snapshot of a dashboard component at a specific point in time to the Chatter feed, and everyone following the dashboard will get an update in their feed. For example, post a snapshot of a regional sales chart to let your team know that sales are down in the Midwest.
How do I follow reports and dashboards in Salesforce?
One of the key benefits of reports and dashboards in Salesforce is the integration with Chatter, allowing you to have collaboration in context with your data. You can follow any report or dashboard by clicking on the Follow icon in the feed. If you don’t see the option to follow a report or dashboard, you may need to enable Feed Tracking.
What is dashboard snapshot Salesforce?
A snapshot is a static image of a dashboard component at a specific point of time when the dashboard last refresh. Posting a dashboard component to a group is a good practice to share and collaborate with team member.
How do I create a snapshot report in Salesforce?
From Setup, enter “Reporting Snapshots” in the Quick Find box, then select Reporting Snapshots.Click New Reporting Snapshot.Enter a name, unique name, and description for your reporting snapshot.Choose a user in the Running User field by clicking the lookup icon.More items...
How do snapshots work in Salesforce?
A reporting 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 the report's data.
How you post a snapshot of a dashboard to chatter?
Enable Dashboard Component SnapshotsClick on Setup | Feature Settings | Chatter | Feed Tracking.Click on Dashboard object, enable it and select all four fields, Same like below screenshot.Click Save.The next step to enable Enable Dashboard Component Snapshots.More items...•
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.
What is analytic snapshot in Salesforce?
Snapshot Analytics simplifies trending your Salesforce data. The template's wizard lets you snapshot either an existing CRM Analytics dataset or a Salesforce object. If you target a Salesforce object, CRM Analytics imports its data into a dataset.
What is a Salesforce dynamic dashboard?
Dynamic Dashboard : A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.
How does Salesforce store historical data?
Go to Setup/Reports and Dashboards /Historical Trending setup page. 2. Add a filter and save the Historical Trending configuration for the required entity/object.
Which two report formats can be used as a source report to configure a reporting snapshot choose two?
Udit. Tabular and Summary report can be used to create reporting snapshot.
How do I enable dashboard component snapshots?
To enable dashboard component snapshot, navigate to Setup | Feature Settings | Analytics | Reports & Dashboards Settings, and look for Enable Dashboard Component Snapshots. If you don't enable feed tracking, users will not able to post dashboard components to the dashboard's feed.
What is a dashboard component snapshot?
A snapshot is a static image of a dashboard component at a specific point in time posted to a Chatter feed. Post a component snapshot to its dashboard feed to share information with everyone following the dashboard.
Where is Dashboard Chatter feed in Salesforce?
Hey guys, you need to go into Setup -> Chatter -> Feed tracking. Click on Dashboard and enable feed tracking for all 5 check boxes. Then, go back to your Dashboard and hover over it, there should be a drop down where you can not snapshot to Chatter Feed.
Thursday, June 19, 2014
If you are not aware, in Salesforce we can post a snapshot of a dashboard component to Chatter feed, whether to a User or Chatter Group or to Dashboard feed. A snapshot is a static image of a dashboard component at a specific point of time when the dashboard last refresh.
Salesforce: Dashboard Snapshot
If you are not aware, in Salesforce we can post a snapshot of a dashboard component to Chatter feed, whether to a User or Chatter Group or to Dashboard feed. A snapshot is a static image of a dashboard component at a specific point of time when the dashboard last refresh.
How to create a report in Salesforce?
How Do I Create a Reporting Snapshot in Salesforce? This guide is made up for three parts: Part 1: Creating your Report. Part 2: Creating a Custom Object to hold the Data. Part 3: Create an Automation which saves data from your source report into your Custom Object.
What is an analytical snapshot?
By creating an Analytic Snapshot, You are specifying a time and frequency for your source report to run and then be saved in the Custom Fields you created moments ago.
How to show snapshot in dashboard?
Choose where you want your snapshot to appear. To show it in a dashboard, click Post Snapshot to Dashboard Feed. To show it to a user or group, click Post Snapshot to User or Group Feed. Write a comment in the text box and click OK.
How to enable feed tracking in dashboard?
Repeat the same steps to enable Feed Tracking for dashboards. From Setup, enter Feed Tracking in the Quick Find box and click Feed Tracking and then select Dashboard. Select Enable Feed Tracking, and select any fields you want to track.
What is folder sharing in Salesforce?
Folder Sharing in Salesforce allows you to restrict access to reports and dashboards by users, roles, roles and their subordinates, territories, territories and their subordinates, and public and private groups.
What happens if you create a folder before analytics?
If a folder existed before analytics folder sharing was enabled, its properties and sharing settings are rolled back to their previous state. If a folder was created while enhanced analytics folder sharing was in effect, it is hidden from the folder list and all its sharing settings are removed.
Do all users have access to dashboards?
All users have at least Viewer access to report and dashboard folders that have been shared with them. (Some users may have administrative user permissions that give them greater access.) [2] When you are an Editor on a folder, you can view and modify the reports and dashboards it contains, and move them to and from any other folders you have ...
Can each user have access to a dashboard?
[1] With Viewer access you can see the data in a report or dashboard, but you can’t make any changes, ...
Can you post snapshots on chatter?
In addition, you can post a snapshot of a dashboard component at a specific point in time to the Chatter feed, and everyone following the dashboard will get an update in their feed. For example, post a snapshot of a regional sales chart to let your team know that sales are down in the Midwest.
