1. Setting Up Salesforce Analytic Snapshots

2. Analytic Snapshots Overview
• An analytic snapshot lets you report on historical
data
– Save tabular or summary report results
– Map fields to target custom object
– Schedule to run report on custom object fields
– Display data on charts and dashboard

3. Analytic Snapshot Terminology
• Analytic Snapshot Source Report
– The custom report scheduled to run and load data as
records into a custom object
• Analytic Snapshot Target Object
– The custom object that receives the results of the
source report as records
• Analytic Snapshot Running User
– The user whose security settings determine the
source report's level of access to data

4. Create a source report that includes the fields to
load as records into a target object

5. Create a target object in which to store the
records loaded from the source report

6. Create fields on the target object that will
receive the source report's results when the
analytic snapshot runs

7. Define the analytic snapshot by name,
description, running user, source report, and
target object

8. Map specific fields on the source report to
specific fields on the target object

9. Schedule the analytic snapshot to run

10. Source
• Salesforce Customer Community:
https://help.salesforce.com/apex/HTViewHelpDoc?
id=data_about_analytic_snap.htm&language=en_US