Wednesday, 29 January 2014

Analytic Snapshot in salesforce


Analytic Snapshot in salesforce

Salesforce Help defines Analytic Snapshots ,it allowed you to load data from a Custom Report to a Custom Object on a regularly scheduled basis
/*
Need to Create Custom object to store data from report,
e.g  create an object AKG__AnalyticalSnapshot__c 
         Create fields on same object to map report fields ,datatype for report field and custom object must be same.
         You can create Analytic Snapshot only for Tabular and Summary type report.
*/
Step 1 :-  Click on Setup ==> Data Management ==>Analytic Snapshots         
    
                         Click on New Analytical Snapshot button 

Step 2 :- Enter all required information 



Step 3:-  Field Mappings



Step 3 :- Schedule Analytic Snapshot