Setting Up Salesforce Analytic Snapshots

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Setting Up Salesforce Analytic Snapshots

  1. 1. Setting Up Salesforce Analytic Snapshots
  2. 2. Analytic Snapshots Overview• An analytic snapshot lets you report on historical data – Save tabular or summary report results – Map fields to target custom object – Schedule to run report on custom object fields – Display data on charts and dashboard
  3. 3. Analytic Snapshot Terminology• Analytic Snapshot Source Report – The custom report scheduled to run and load data as records into a custom object• Analytic Snapshot Target Object – The custom object that receives the results of the source report as records• Analytic Snapshot Running User – The user whose security settings determine the source reports level of access to data
  4. 4. Create a source report that includes the fields toload as records into a target object
  5. 5. Create a target object in which to store therecords loaded from the source report
  6. 6. Create fields on the target object that willreceive the source reports results when theanalytic snapshot runs
  7. 7. Define the analytic snapshot by name,description, running user, source report, andtarget object
  8. 8. Map specific fields on the source report tospecific fields on the target object
  9. 9. Schedule the analytic snapshot to run
  10. 10. Source• Salesforce Customer Community: https://help.salesforce.com/apex/HTViewHelpDoc? id=data_about_analytic_snap.htm&language=en_US

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