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            Trend Data Using the Snapshot Analytics App

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            Trend Data Using the Snapshot Analytics App

            Monitor trends by capturing a snapshot of a CRM Analytics dataset or Salesforce object. If you’re using a Salesforce object, CRM Analytics imports its data into a dataset. The Snapshot Analytics app then creates a dashboard with a snapshot of your data. You can record one snapshot per day.

            Required Editions

            Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.
            User Permissions Needed
            To create and manage a Snapshot Analytics app: Manage CRM Analytics Templated Apps
            To use the Snapshot Analytics app: Use CRM Analytics Templated Apps

            See Create Apps from CRM Analytics Templates: Start Here for general information about creating CRM Analytics template apps.

            Tip
            Tip You can’t re-create snapshot data. We recommend that you take a separate snapshot to guard against data loss. For example, if you’re taking a weekly snapshot of orders, make a copy that takes snapshots monthly or quarterly. Snapshot copies count toward your dataset row limit.

            Create a Snapshot of a CRM Analytics Dataset

            1. In the Snapshot Analytics wizard, select Start With an Existing Dataset and click Looks good, next.
            2. Select the dataset that you want a snapshot of.
              If you don’t see the dataset that you want to use, check that you have the Use Any API Client permission. See Restrict Access to APIs with Connected Apps.
            3. Add up to six dimensions to include in your dashboard.
            4. Add up to three measure fields to include in the chart.
            5. Click Looks good, next.
            6. Select the number of days to keep the snapshot.
              To save storage space, set a time to delete the snapshot from CRM Analytics automatically. If you select Never, CRM Analytics preserves your data until you manually delete it.
            7. Click Looks good, next.
            8. Name and save your app.

            You can set the snapshot frequency by rescheduling the Snapshot Analytics dataflow. See Schedule Data Refresh for a CRM Analytics Template.

            To add actions, measure formatting, and dimension labels to the app, edit the dataset created from Salesforce objects. See Edit a Dataset and Enable Actions for CRM Analytics Lenses and Dashboards.

            Create a Snapshot of Salesforce Object Data

            1. In the Snapshot Analytics wizard, select Start With Salesforce Objects and click Looks good, next.
            2. Select an object.
            3. (Optional) Select up to two child objects to tailor the data.
              For example, say that you select Account for the parent object and Contact as the child object. Snapshot Analytics adds only the accounts related to contacts in the dataset. If you don’t include a child object, Snapshot Analytics adds all the data from the parent object.
            4. Click Looks good, next.
            5. Add fields from any of the selected Salesforce objects to the Snapshot Analytics dataset, and then click Looks good, next.
            6. Select the number of days to keep the snapshot.
              To save storage space, set a time to delete the snapshot from CRM Analytics automatically. If you select Never, CRM Analytics preserves your data until you manually delete it.
            7. Name and save your app.
              To add actions, measures, or dimensions, edit the dataset created from Salesforce objects.

            You can set the snapshot frequency by rescheduling the Snapshot Analytics dataflow. See Schedule Data Refresh for a CRM Analytics Template.

            To add actions, measure formatting, and dimension labels to the app, edit the dataset created from Salesforce objects. See Edit a Dataset and Enable Actions for CRM Analytics Lenses and Dashboards.

             
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