Salesforce: Reporting Snapshot Overview скачать в хорошем качестве

Salesforce: Reporting Snapshot Overview

In this video, I will show you how you can set up reporting snapshots in Saleforce. Reporting snapshot takes a picture of the report and can be used for future reference. You can create your desired report and to hold the snapshot report you must create a custom object to house those records along with corresponding fields. Resources: Learn more about reporting Snapshot: https://help.salesforce.com/s/article... Target object tips: In Professional, Enterprise, Unlimited, Performance, and Developer Editions, use field-level security to make the target object's fields visible to the appropriate users. You can’t delete a custom object if it’s a target object in a reporting snapshot. The fields on the target object determine field mapping availability. For example, your source report may include ten fields, but if your target object includes one field, then you can only map one field in your reporting snapshot. You can add up to 100 fields to the target object. Target objects cannot contain validation rules or be included in a workflow. Reporting snapshots cannot contain target objects that trigger Apex code to run when new records are created.. When a reporting snapshot runs, it can add up to 2,000 new records to the target object. If the source report generates more than 2,000 records, an error message is displayed for the additional records in the Row Failures related list. You can access the Row Failures-related list via the Run History section of a reporting snapshot detail page. Considerations for Mapping Reporting Snapshot Fields You must map at least one field from the source report to one field on the target object or data will not load from the source report to the target object when the reporting snapshot runs. You can only map fields with compatible data types. For example, you can map a currency field to a number field. A custom summary formula can be mapped only if the grouping level in the reporting snapshot and the grouping level in the custom summary formula match. If you select Load No Data in the Fields from Source Report column, no data will load into the corresponding field in the Fields in Target Object column when the reporting snapshot runs.. The (No fields with compatible data type) field displays in the Fields from Source Report column when a field on the target object does not match the data type of a field on the source report. The fields on the target object determine field mapping availability. For example, your source report may include ten fields, but if your target object includes one field, then you can only map one field in your reporting snapshot. You cannot map fields from the source report to the following fields on the target object: Created By, Last Modified By, Created Date, and Last Modified Date. When you map fields from the source report to the target object, some data may lose its context when loaded to the target object. For example, if you map a date and time field from the source report to a text field on the target object, the date and time load to the target object without the time zone. When executing a reporting snapshot, if the running user does not have “read” or “write” access to a mapped field in the target object, that field is dropped from the mapping, but does not cause the execution to fail. If a required field in the target object is not mapped, the execution fails. To ensure that fields are always mapped, make them required or set default values for them. To map a field in the source report to a lookup field on the target object, you must map to the ID of the object associated with the lookup. For example, to map to an opportunity lookup field, you must map to the Opportunity ID. To get the Opportunity ID in the source report, you may need to use a custom report type to include ID and other related fields. Timestamps 0:00 Intro 1:02 Custom Object For Reporting Snapshot 1:56 Source Report 2:56 Setting up Reporting Snapshot 6:03 Email notification from reporting snapshot 6:36 Build report on stored data 8:09 Some limitations with reporting snapshots 10:15 Outro Check out this awesome blog: https://definingaffect.com/