In Salesforce Classic: To display the menu, hover over a component. To clear the hover menu, click an empty part of the screen. In Lightning Experience: First expand a component by clicking, then click. In Salesforce Classic: Choose where you want your snapshot to appear. To show it in a dashboard, click Post Snapshot to Dashboard Feed.
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What is reporting snapshot in Salesforce?
Reporting snapshot is a Salesforce feature that allows users to report on their company’s historical data. It means that you can take snapshots of specific record sets and freeze particular data that could be useful in the long run.
How do I post a Salesforce trailhead to chatter?
@Nitika, you have to change Salesforce back to Salesforce Classic, and then go to the Dashboard and use the drop down shown on the trailhead module to post it to Chatter. This doesn’t work in Salesforce Lightning.
How can I use reporting snapshots to estimate the accuracy?
Using reporting snapshots can help you estimate the accuracy of your team’s projected forecasts. If you have snapshot reports categorized, you can simply pull them out and check whether your team is achieving the set goals. Also, you can compare their previous forecasts with historical performances for additional insight.
How to enable dashboard component snapshots?
I went in and enabled the Dashboard Component Snapshots checkbox as well. Hey guys, you need to go into Setup -> Chatter -> Feed tracking. Click on Dashboard and enable feed tracking for all 5 check boxes. Then, go back to your Dashboard and hover over it, there should be a drop down where you can not snapshot to Chatter Feed.
How do you post a dashboard snapshot on chatter in Salesforce lightning?
In Salesforce Classic: Choose where you want your snapshot to appear.To show it in a dashboard, click Post Snapshot to Dashboard Feed.To show it to a user or group, click Post Snapshot to User or Group Feed.
How you post a snapshot of a dashboard to chatter?
Enable Dashboard Component SnapshotsClick on Setup | Feature Settings | Chatter | Feed Tracking.Click on Dashboard object, enable it and select all four fields, Same like below screenshot.Click Save.The next step to enable Enable Dashboard Component Snapshots.More items…•
How do you take a screenshot in Salesforce dashboard?
Salesforce: Dashboard SnapshotEnable Feed Tracking for Dashboards. Go to Setup – Customize – Chatter – Feed Tracking. Look for Dashboard object and tick Enable Feed Tracking.Enable Post to User or Chatter Group. Go to Setup – Customize – Reports & Dashboards – User Interface.
What is dashboard snapshot Salesforce?
A snapshot is a static image of a dashboard component at a specific point in time posted to a Chatter feed. This feature is available in Developer, Performance, Enterprise, Professional, Contact Manager, Group, and Unlimited editions.
How do I enable Dashboard component snapshots?
To enable dashboard component snapshot, navigate to Setup | Feature Settings | Analytics | Reports & Dashboards Settings, and look for Enable Dashboard Component Snapshots. If you don’t enable feed tracking, users will not able to post dashboard components to the dashboard’s feed.
How do I turn on feed tracking?
0:051:30Enable Feed Tracking to Follow Changes on a Record | SalesforceYouTubeStart of suggested clipEnd of suggested clipFirst go to the campaign object tick enable feed tracking. And then the actual cost and campaign andMoreFirst go to the campaign object tick enable feed tracking. And then the actual cost and campaign and budgeted cost fields let’s see what that looks like in action open one of your campaigns.
How do I manually run a reporting Snapshot in Salesforce?
Also, the notification includes a link to the reporting snapshot detail page in Salesforce.From Setup, enter “Reporting Snapshots” in the Quick Find box, then select Reporting Snapshots.Select the name of the reporting snapshot that you want to schedule to run. … Click Edit on the Schedule Reporting Snapshot section.More items…
How do you create a snapshot report?
InformationStep 1: Create A Custom Object. … Step 2: Add Fields To The Custom Object. … Step 3: Create A New Report To Populate The Snapshot. … Step 4: Create Reporting Snapshot. … Step 5: Setup Field Mappings. … Step 6: Schedule Reporting Snapshot. … Step 7: Configure Security. … Step 8: Create Snapshot Report Type.More items…•
What is analytic snapshot in Salesforce?
Salesforce defines Analytic Snapshots as “allowing you to load data from a Custom Report to a Custom Object on a regularly scheduled basis.” This in turn allows you to create Reports and Dashboards based on the data in the Custom Object.
What is report snapshot Salesforce?
A reporting snapshot lets you report on historical data. Authorized users can save tabular or summary report results to fields on a custom object, then map those fields to corresponding fields on a target object. They can then schedule when to run the report to load the custom object’s fields with the report’s data.
How do I share dashboard in chatter?
Request help with aging cases, ask a question about the pipeline, or congratulate the team for making quota!View a dashboard.Find the component you want to share, and expand it by clicking .From the expanded component, click . The Chatter menu opens. … Compose your post. … Click Share.
Where is Dashboard Chatter feed in Salesforce?
Hey guys, you need to go into Setup -> Chatter -> Feed tracking. Click on Dashboard and enable feed tracking for all 5 check boxes. Then, go back to your Dashboard and hover over it, there should be a drop down where you can not snapshot to Chatter Feed.
How to create a report in Salesforce?
How Do I Create a Reporting Snapshot in Salesforce? This guide is made up for three parts: Part 1: Creating your Report. Part 2: Creating a Custom Object to hold the Data. Part 3: Create an Automation which saves data from your source report into your Custom Object.
What is an analytical snapshot?
By creating an Analytic Snapshot, You are specifying a time and frequency for your source report to run and then be saved in the Custom Fields you created moments ago.
Creating a Salesforce Support Community Using Napili Template
Napili is a powerful Salesforce Self-service Community template that lets your customers get answers/ideas by posting questions to the community, and search for and view the articles. If they don’t get any solutions/ideas they are looking for, they can submit a Case to Support.
Sandbox Overview
Salesforce allows you to create multiple copies of your production organization in separate environments for different purposes, like testing, development and training, without affecting data and applications of production instance. These copies are called Sandboxes.
