Salesforce Features

Analytic Snapshots

Create Snapshot Data for Trending and Point-in-Time Reporting on Any Object    
Developer, Professional, Enterprise, and Unlimited Editions

  • Copy data covering any objects, from any tabular report, to create a snapshot
  • Create reports and dashboards to show changes over time

Creating historical views on data has never been easier. You can take any tabular report and copy its data to create a dated, duplicate snapshot of the results. You can then report on that snapshot as on any other object, looking at totals either for a set of snapshots or for any specific snapshot.

 

       
  • Expand Opportunity Stage & Trend Analysis
    You can run an opportunity history at any time interval you choose, on any standard or custom opportunity fields.
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  • Schedule Snapshots
    You can schedule snapshots to run every day, week, or on specific days of the month.
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  • Copy Record Ownership to Reproduce “My” Views on Historical Data
    When copying data as snapshots, copy the owner information so that the role hierarchy, the snapshot, and the source data are identical. 

Note: Not automatically visible. Feature is enabled, but requires some setup.

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