Book Image

Salesforce Reporting and Dashboards

By : Johan Yu
Book Image

Salesforce Reporting and Dashboards

By: Johan Yu

Overview of this book

Table of Contents (18 chapters)
Salesforce Reporting and Dashboards
Credits
Foreword
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Implementing Reporting Snapshots


Can we have a report of data trending in Salesforce? Does Salesforce only report current data? Field history tracking will store old and new values whenever there is any change in the record value. To use it for trending will be too difficult, unless you export the data to an external database and analyze it with live data. You will need a business intelligence tool for this, which is not simple and cheap.

So is there any other way to store historical data so that we can easily use it for reporting? Yes, if you are using Salesforce Professional edition or higher editions, you can configure snapshot reporting to store historical data.

Just like field tracking, do not expect old historical data to be available before you configure the reporting snapshot. Historical data for a specific reporting snapshot will only be available after it has been configured properly and run.

Each Salesforce edition has a limited number of reporting snapshots that can be created and...