Dashboard Dōjō - Hands-on Salesforce Reporting Snapshots

Описание к видео Dashboard Dōjō - Hands-on Salesforce Reporting Snapshots

Reporting Snapshots are one way to do trend analysis in Salesforce. They have three main ingredients- a source Report, a Custom Object, and the Snapshot which allow us to schedule the source report to run daily, weekly or monthly, which copies columns you specify into fields in the Custom Object. As this session will be hands-on, if you haven't joined us for a hands-on session, before the day of the session, please follow the steps on https://bit.ly/dojo_setup to create a special dev-org.

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