Skip to Content
Salesforce Essentials for Administrators
book

Salesforce Essentials for Administrators

by Mohit Shrivatsava
October 2014
Intermediate to advanced
158 pages
3h 18m
English
Packt Publishing
Content preview from Salesforce Essentials for Administrators

Analytic snapshots

Analytic snapshots are more like taking a picture of a report at a particular point of time and then creating a record out of it and storing it in a custom object. These records can then be used to make a report again. Users can schedule analytic snapshots to summarize data at specific times.

The benefits of using analytic snapshots include:

  • Running reports faster by reporting data that is already summarized
  • Creating dashboards that refresh quickly by associating them with presummarized data
  • Sorting and filtering specific data summaries via list views
  • Viewing trends in data via custom object records

The following diagram depicts how report data is mapped onto a custom object for further reporting. It eliminates the need to keep two ...

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.

Read now

Unlock full access

More than 5,000 organizations count on O’Reilly

AirBnbBlueOriginElectronic ArtsHomeDepotNasdaqRakutenTata Consultancy Services

QuotationMarkO’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.
Julian F.
Head of Cybersecurity
QuotationMarkI wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.
Addison B.
Field Engineer
QuotationMarkI’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.
Amir M.
Data Platform Tech Lead
QuotationMarkI'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.
Mark W.
Embedded Software Engineer

You might also like

Salesforce CRM Admin Cookbook - Second Edition

Salesforce CRM Admin Cookbook - Second Edition

Paul Goodey
Salesforce CRM Administration Handbook

Salesforce CRM Administration Handbook

Krzysztof Nowacki, Mateusz Twarożek
Automating Salesforce Marketing Cloud

Automating Salesforce Marketing Cloud

Greg Gifford, Jason Hanshaw

Publisher Resources

ISBN: 9781784398071