General Overview:
Analytical snapshots (Available in professional, Enterprise,
Developer and Unlimited editions) in Salesforce help the users to produce historical
trends in their data. The data is stored in a custom objects pushed by a
snapshot scheduler. The features of
Analytic snapshots are
1.
Allows the users to build the historical trend
of data.
2.
Sourced by tabular & summary reports.
3.
Data stored in custom object. So the data stored
is secure from user tampering.
4.
The user can define mapping and scheduled runs.
There are several pros and cons in Analytical snapshots.
Pros:
·
Supports daily monthly and weekly trends.
·
Snapshots details or summary data from reports.
·
Protects data from deletion.
·
Control access for the custom objects through
custom object permission
Cons:
·
2000 row limit per user.
·
Limits to # of user runs per day.
Typical use cases:
If a customer service manager want to analyze the number
of open cases on day to day basis . He/she can create an analytic snapshot and
schedule it for a daily run. The snapshots are automatically pushed in to a
user created custom object. From where historical trends will be analysed.
How to configure:
Please refer the links and a Salesforce Video webinar for
your reference
· Build a summary or a tabular report
· Create a custom object with all the fields
identical as the SFDC report.
· Configure ananalytic snapshot and map the fields.
· Schedule the Analytic snapshot for daily weekly
or monthly run.
External Blog links:
1 comment:
This concept is a good way to enhance the knowledge.thanks for sharing. please keep it up
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