Dashboard Dōjō - Hands-on Salesforce Reporting Snapshots

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  1. OpFocus
  2. salesforce
  3. opfocus
  4. trailblazer
  5. reporting
  6. David Carnes
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Комментарии
Автор

Great video.
Simple and easy to understand.

darrel.w
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Very cool Thanks for the video. Do you have a video going into the details about how to create a report/dashboard off of the newly created snapshot info once data starts populating?

nathanielmartin
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Extremely informative, thank you! I love that this exists.

Jessica-lvrz
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I am wondering: is it technically feasible to setup and enable Snapshot Reports for a more complex report structure, like 'Opportunities with Opportunity Products' or is this limited to one-level object? Can't help but think this could be taxing on data quota...?

PabloGarfunkel
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Hello. Thanks for the video it is very helpful. I am having a really hard time getting my picklist field to let me map into the field from the source report. I have it as a text field on the object and the picklist is on the report but it does not let me choose the option of the picklist when mapping. Do you have any thoughts as to why? Thanks!

StevenOffutt
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Can you do one of these for capturing trends in your lead pipeline? Im having trouble illustrating how our lead pipeline morphs

scootscience
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Would love to see an example of this using a summary report (where totals are grouped) in order to keep row counts manageable. Having a hard time getting the fields to show when in summary report to map accordingly.

joncrosby