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Salesforce Reporting and Dashboards

You're reading from   Salesforce Reporting and Dashboards Master the art of building successful reports and dashboards with this comprehensive guide

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Product type Paperback
Published in Mar 2015
Publisher Packt
ISBN-13 9781784394677
Length 306 pages
Edition 1st Edition
Concepts
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Author (1):
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Johan Yu Johan Yu
Author Profile Icon Johan Yu
Johan Yu
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Toc

Table of Contents (11) Chapters Close

Preface 1. Introducing Salesforce.com FREE CHAPTER 2. Managing Data in Salesforce.com 3. Creating Your First Report 4. Working with Reports 5. Learning Advanced Report Configuration 6. Creating Your First Dashboard 7. Learning Advanced Dashboard Configuration 8. Accessing Historical Data 9. Dashboards and Reports in Salesforce1 Index

Implementing Reporting Snapshots


Can we have a report of data trending in Salesforce? Does Salesforce only report current data? Field history tracking will store old and new values whenever there is any change in the record value. To use it for trending will be too difficult, unless you export the data to an external database and analyze it with live data. You will need a business intelligence tool for this, which is not simple and cheap.

So is there any other way to store historical data so that we can easily use it for reporting? Yes, if you are using Salesforce Professional edition or higher editions, you can configure snapshot reporting to store historical data.

Just like field tracking, do not expect old historical data to be available before you configure the reporting snapshot. Historical data for a specific reporting snapshot will only be available after it has been configured properly and run.

Each Salesforce edition has a limited number of reporting snapshots that can be created and...

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