How to Set Up Salesforce Reporting Snapshots

Last Modified: March 7, 2024 - 3 min read

Julian Alvarado


Salesforce Reporting Snapshots are an essential tool for capturing and analyzing historical data, enabling you to understand trends and make informed decisions. Today, we’ll walk you through the straightforward steps to set up Salesforce Reporting Snapshots efficiently.

Prerequisites
Before diving in, ensure you have Salesforce access, and a basic grasp of reports and dashboards. Ready? Let’s jump in!

Step-by-Step Guide: How to Set Up Salesforce Reporting Snapshots

Step 1: Understanding Reporting Snapshots
First off, reporting snapshots allow you to preserve historical data from standard objects, providing insight into past performances, trends, and patterns.

Step 2: Navigate to the Setup Menu
Head to the setup menu and use the Quick Find box to search for “snapshots.” This is your gateway to creating new reporting snapshot.

Accessing the setup in Salesforce

Step 3: Create a New Reporting Snapshot
Click on “New Re porting Snapshot.” Here, you’ll base the snapshot on an existing report, like one detailing opportunities above $50,000 without a sales team.

Creating a new reporting snapshot in Salesforce

Step 4: Configure the Reporting Snapshot
Name your snapshot, which will auto-generate a unique name. Assign a running user—this will be you, especially crucial if you’re managing these decisions strategically, as a CEO, for instance.

Naming and configuring Salesforce reporting snapshot

Choose your source report and target object, ensuring the report is either tabular or summary to use in a snapshot.

Mapping fields between source report and target object in Salesforce

Step 5: Map Fields Between Source and Target
Select “Save and Edit Field Mappings.” Map the fields you wish to capture in your snapshot, like aligning “Amount” with “Amount” and “Close Date” with “Close Date.”

Choosing your source report and target object

Step 6: Schedule the Reporting Snapshot
Decide on the snapshot’s frequency—daily, weekly, or monthly. Set up the specific day for weekly runs, the start date, and the preferred start time (say, 2 am for minimal disruption)

Scheduling the frequency of Salesforce reporting snapshot

Best Practices and Tips

Consistency in Data Fields
Ensure consistency in the field mappings between the source report and the target object. This consistency is crucial for accurate trend analysis and tracking success metrics over time.

Regular Reviews and Adjustments
Reporting requirements may evolve as business goals change. Regularly review and adjust the reporting snapshots to ensure they stay aligned with your current business objectives.

Optimize Snapshot Scheduling
When setting the frequency of snapshots, consider the impact on system performance and the relevance of the data. For example, a snapshot related to quarterly revenue might only need a monthly schedule, whereas daily sales performance might benefit from daily snapshots.

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Leverage High-Quality Reports as Sources
Quality in, quality out. Ensure the source reports are well-constructed and accurate. A snapshot is only as good as the report it’s based on.

Security and Privacy Considerations
When selecting the running user and mapping fields, be mindful of data security and privacy considerations. Ensure that sensitive data is handled according to your organization’s compliance standards.

Expanding Capabilities with Coefficient
Integrate Salesforce with Coefficient for an elevated analytics experience. Coefficient, with its robust integration capabilities, streamlines the process of merging Salesforce data with Google Sheets or Excel, offering unparalleled flexibility in customizing reports.

This tool not only augments the power of Salesforce Reporting Snapshots but also ensures your team, regardless of Salesforce licensing, stays informed with real-time updates through Slack and email notifications.

Conclusion


Implementing Salesforce reporting snapshots empowers your organization to keep a pulse on historical data, identifying trends and making data-driven decisions.

We hope this guide has illuminated the path to mastering Salesforce Reporting Snapshots in six simple steps. Don’t stop here; take action by exploring Coefficient’s solutions to elevate your Salesforce experience even further.

Get started here and unlock the potential of enhanced data analysis and reporting.

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Julian Alvarado Content Marketing
Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.
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