From the App Launcher, find and select Field Service, then click the Field Service tab. To the right of the filter picklist, click and select New. Enter the name, description, and dates to select.
Full Answer
What are Salesforce reporting snapshots?
Salesforce Reporting Snapshots allows you to create and store snapshots of data that you want to monitor using custom objects. There are quite a few articles online that talk about Salesforce Analytic Snapshots but we found the advice to be limited. After figuring it all out, we thought we should put together this step by step guide to help others.
Are email notifications still not working in Salesforce?
After the Salesforce Technology team implemented a workaround, the majority of email notifications resumed as expected. However, the team noted that customers may continue to experience issues in receiving some email notifications.
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.
How to Set Up Opportunity Pipeline Reporting Snapshots
1. Create a Report Folder and Report. This report should be of the data you want to capture (no more, no less.) I always recommend including ID values as well, because any record with a text value for a name could potentially change and you need a unique reference to be able to watch a single record change over time.
Summary
Now that you have all this setup, you can let it run quietly in the background. The longer your Snapshot runs, the better picture you will have of data changing over time. It’s an easy (and free) way to give good analytics to your Sales team and see what your pipeline or records looked like on a given date in the past.