How to create static copies of time-sensitive Salesforce report data without snapshot access

using Coefficient excel Add-in (500k+ users)

Create static copies of time-sensitive Salesforce data using automated snapshot capabilities that work independently of native Salesforce snapshot features.

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When Salesforce snapshot functionality is restricted or unavailable, creating static copies of time-sensitive data becomes challenging, leaving you without critical point-in-time reporting capabilities.

Here’s how to implement robust snapshot capabilities that work independently of Salesforce’s native features, offering superior point-in-time data capture.

Implement flexible snapshot functionality using Coefficient

Coefficient provides robust snapshot capabilities that work independently of Salesforce’s native features. You can capture either entire tabs or specific cell ranges on any schedule, with more flexibility than Salesforce’s built-in options.

How to make it work

Step 1. Configure your Salesforce report import in Coefficient.

Set up your initial data import from any Salesforce report or object. This becomes the foundation for your snapshot system, capturing all the fields and filters you need for time-based analysis.

Step 2. Enable the Snapshot feature with your preferred capture type.

Choose between Entire Tab snapshots (complete copies with timestamps) or Specific Cells snapshots (targeted data ranges appended to designated locations). Entire Tab works best for comprehensive reporting, while Specific Cells is ideal for building time-series analysis.

Step 3. Schedule time-based captures.

Configure snapshots to run hourly, daily, weekly, or monthly based on your reporting needs. For SLA tracking, hourly snapshots ensure no violations are missed. Each snapshot automatically includes timestamps for clear audit trails.

Step 4. Set up retention policies and formatting preservation.

Configure automatic removal of old snapshots after a specified number of captures to prevent spreadsheet bloat. Enable “Copy formatting” to maintain visual indicators like conditional formatting that highlight violations or critical thresholds.

Get superior snapshot capabilities today

This approach provides more flexibility than Salesforce’s native snapshots, allowing multiple snapshot schedules, selective data capture, and automatic timestamp integration for comprehensive time-based reporting. Start creating your snapshot system with Coefficient.

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