Salesforce Lightning: Reporting Snapshot Analytics

Here are the work steps in Salesforce Lightning Edition for creating Reporting Snapshots (also known as Snapshot Analytics.) First, we provide an overview of the process, build a sample report and custom object (** Make sure you check the Optional Feature - "Allow Reports" checkbox **) Then we show the steps to build the Reporting Snapshot along with scheduling and running it. Also walk through accessing your results by building reports on the Custom (Target) Object. This demo is using an Opportunity report from the Nonprofit Success Pack although the steps are not different from the process using standard Salesforce.

Видео Salesforce Lightning: Reporting Snapshot Analytics канала Force501.org