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Reporting Snapshot Demo - Spring '20

Salesforce Certified Advanced Administrator - Part 3 • 9m 3s

In this lesson, I create a custom object and a source report for a Reporting Snapshot. I then schedule the Reporting Snapshot to run.

Up Next in Salesforce Certified Advanced Administrator - Part 3

  • Historical Trend Reporting Demo - Spr...
    02:55
    Historical Trend Reporting Demo - Spr...

    Historical Trend Reporting Demo - Spr...

    In this lesson I walk through creating a Historical Trend Report.
    Resource:
    Historical Trend Reporting Help Article - https://help.salesforce.com/articleView?id=reports_historical_concepts.htm&type=5

  • Bucketing
    02:45
    Bucketing

    Bucketing

    In this lesson I demonstrate how to categorize data in Salesforce Reports with Bucket Columns.

    Resource:
    Help Article - https://help.salesforce.com/articleView?id=reports_bucketing_overview.htm&type=5

  • Custom Summary Formulas
    04:23
    Custom Summary Formulas

    Custom Summary Formulas

    Resources:
    Use Summary Formulas in Your Reports (Trailhead) - https://trailhead.salesforce.com/en/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/use-summary-formulas-in-your-reports

    Custom Summary Formulas
    https://help.salesforce.com/articleView?id=reports...

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