What Is Snapshot Analytics

Snapshot Analytics simplifies trending your Salesforce data. The template’s wizard lets you snapshot either an existing Tableau CRM dataset or a Salesforce object. … With either option, Tableau CRM automatically creates a dashboard with a snapshot of your data.

What is a Salesforce Snapshot?

A reporting snapshot lets you report on historical data. … They can then schedule when to run the report to load the custom object’s fields with the report’s data. Reporting snapshots enable you to work with report data similarly to how you work with other records in Salesforce.

Which report types may be used with analytic snapshots ?( 2?

Which report types may be used with Analytic Snapshots? Any custom Tabular or Summary report. What are the requirements for emailing a report to users? The report must be in a public folder and the running user must have access to that folder.

Elena Rostova

Elena Rostova

Lead Health, Wellness & Medical Journalist

Elena Rostova holds a Master's degree in Public Health Journalism. She covers groundbreaking medical research, holistic wellness trends, mental health awareness, and nutritional science.

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