Salesforce Reporting Snapshots

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Күн бұрын

What are Salesforce Reporting Snapshots and what are they used for? Watch this video and find out, don't forget to like and subscribe if you find it useful and check out the link below for my discounted Salesforce Administrator Course.
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Пікірлер: 24

@theglobetrotter7647 4 күн бұрын

Lovely! Appears so easy!

@_Aimeesjourney 2 жыл бұрын

Hi, thank you for the video. It would be very useful to show a visual of the actual snapshot at the end. Please include if you can. Thank you

@viciousbeauty Жыл бұрын

agreed

@nerissaroberts 10 ай бұрын

Agree!!!

@enrique_at_wiris 2 ай бұрын

Agree I want to see the useful of this in action.

@neilhohmann10 Жыл бұрын

Be sure to listen to Dave's last-second consideration regarding field types that he added at 10:44 after signing off. He states that you SHOULD consider reflecting the field type in your report as currency or date for the custom object field type (and not simply using text for everything). This will allow you more flexibility when grouping fields.

@nicolelin9435 Жыл бұрын

Thanks Dave, clearest explanation on the Snapshot report I've ever seen. Great help!

@siddhantfulzele9148 Жыл бұрын

Excellently explained Dave. Understood the topic in just few minutes Again thank you 😊

@elissamikepagan240 2 жыл бұрын

I really like the new format! I am more of a visual learner, so the slides are a great addition!

@DaveJMassey 2 жыл бұрын

Thanks Elissa. I’ve started on the Slides and will begin filming over the next few weeks. I was just worried that the Slides would slow the pace down too much!

@m.cherylthompson2985 Жыл бұрын

Can you do anything with an expired snapshot that you really wanted to run for a longer time?

@ishitasaxena8451 Жыл бұрын

Thanks Dave, This was what I needed

@HelenMiller-hv6nv Жыл бұрын

Very helpful and very clear. Thanks!

@acidsun Жыл бұрын

This is great, thanks. I would also suggest looking into CRM Analytics for this use case as well.

@fabianzeier7620 Жыл бұрын

really helpful, thank you!

@PabloGarfunkel 7 ай бұрын

I wonder if it would be possible to capture snapshots of more complex snapshots, like Opportunities with Opportunities Products

@kiranvrao9714 Жыл бұрын

Thanks ❤

@GenieSanon 2 жыл бұрын

As a visual leaner this works!

@DaveJMassey 2 жыл бұрын

Thanks Eugenia. I’m love a good slide deck but I wasn’t sure if it would work without becoming to invasive

@ask-anass Жыл бұрын

Thanks

@cg-ek6re Жыл бұрын

I don't see how the folder you created was ever integrated in to this solution.

@neilhohmann10 Жыл бұрын

The report that was created should have been saved in that snapshot folder, although in the video it was saved under private reports (this was an oversight on the instructor's part).