Have you heard about Analytic Snapshots, but been intimidated about setting your first one up? Or, are you simply unsure of how you can use them? Join us as we show you how setting up a snapshot can be as simple as performing three easy steps. Several use cases that virtually every organization can take advantage of will be discussed, such as tracking user logins over time, measuring Chatter adoption, reporting on changes to key fields, and more! Step-by-step instructions for setting up your own snapshots will be available so you can put what you learn into practice immediately.

1. Analytic Snapshots
Common Use Cases That Everyone Can Utilize
Rhonda Ross, Appirio, Senior Consultant
@crmdr

2. Safe harbor
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forward-looking statements.

3. Rhonda Ross
Senior Consultant
@crmdr

4. All about Appirio
Appirio is a global services provider that helps enterprises
reimagine their business and become more agile using
crowdsourcing and cloud, social and mobile technology.
 More than 600 enterprise customers successfully moved to the cloud
 Strategic partner of Salesforce since 2006
 On-demand access to 600,000 of the world’s top developers,
designers and data analysts through Appirio’s community
 Currently have 18 Analytic Snapshots running daily for Sales,
Marketing, and Project Management

5. Agenda
• What are Analytic Snapshots?
• What would you use them for?
• Service, Non-profits, Sales, Chatter, other (Appendix)
• What are the steps involved?
• Demonstrate the setup
• Additional resources
• Q&A

6. What are analytic snapshots?
 Salesforce.com Definition…
– “An analytic snapshot lets you report on historical data. Authorized users can save tabular or
summary report results to fields on a custom object, then map those fields to corresponding fields
on a target object. They can then schedule when to run the report to load the custom object's
fields with the report's data. Analytic snapshots enable you to work with report data similarly to
how you work with other records in Salesforce.”
 In Layman’s terms please…
 Analytic snapshots help to take a “snapshot” of data on a report at a specific time by storing the data in a custom object

7. What are historical trend reports (new in Winter ’14)?
•
Available for opportunities and up to 3 custom objects
•
Can select up to 8 fields to track
•
•
5 already selected for opportunities
Can track trends day-to-day or
week-to-week
•
E.g. Today vs yesterday
•
Can specify up to 5 historical dates in a report
•
Up to 3 months of data can be stored
•
NOT a replacement for a data warehouse and no plans to extend it to serve this
function (per Winter ‘14 release notes)

8. WIIFM? – Why would I want analytic snapshots?

9. Analytic Snapshot Application
Adoption – Login history
BEFORE
Background: Many managers are interested in knowing how often users
are logging into Salesforce, and how many people are logged in each day.
Problem: There is a standard report that tracks login history, however:
•Only users with View Setup and Configuration access can view the login information
•Each login is captured, preventing ability to answer the kinds of questions
managers typically ask
•Changes over time can be easily and accurately graphed
Actions Taken Based on Snapshot Results/Findings:
•Warning system if some users are not logging in regularly
•Useful for new groups being rolled out – or for monitoring new hires
AFTER
Tips for Creating Snapshot:
1)Create Users summary report.
2)On Source Report, group by user and login date (not last login date). Set filter
to Login Date=Yesterday.
3)Set snapshot to run daily.
4)If >2000 users in org, will need to divide into multiple source reports.

10. Amber Neill Boaz
Director of Cloud Success
@amber9904

11. Service Cloud: Forecasting Case Volume
• How many “open” Cases do we have on Wednesdays?
• Count of open cases at COB each day.
• Snapshot with date and count.
• Report on trends over time.

12. Nonprofits: Effectiveness over time
• Membership status changes
• Number of active members in October? November?
• With a snapshot, you can even calculate down to the day!

13. Launa Saunders
Business Analyst / San Diego UG Co-Leader
Salesforce.com MVP
@LaunaSaunders

14. All about Illumina
HOW WE USE SALESFORCE.COM:
•Global SFDC implementation launched in 2005.
•Multi-Org environment, with approximately 1000+ users globally in
corporate environment.
•Sales Cloud, Service Cloud, Custom Cloud, Partner Portal.
•Custom integrations with internal systems (ERP, Cognos, BI, etc.)
•Marketo linked with SFDC for marketing automation.
Advancing human health by unlocking
the power of the genome
ABOUT US:
Illumina (www.illumina.com) is a leading developer, manufacturer, and marketer of life science
tools and integrated systems for the analysis of genetic variation and function. We provide
innovative sequencing and array-based solutions for genotyping, copy number variation
analysis, methylation studies, gene expression profiling, and low-multiplex analysis of DNA,
RNA, and protein. We also provide tools and services that are fueling advances in consumer
genomics and diagnostics. Our technology and products accelerate genetic analysis research
and its application, paving the way for molecular medicine and ultimately transforming
healthcare.

15. Analytic Snapshot Application
Pipeline Trends
BEFORE
Background: Rolled-out Salesforce.com in 2006. Sales using as main tool
for tracking customer interactions, and opportunities. Became the main
source for forecasting across the business
Problem: There was no way to measure…
•Changes over time to the forecasting based on Pipeline by stage (what’s closed,
what’s changed in stages)
•Changes over time week by week
Actions Taken Based on Snapshot Results/Findings:
•Warning system for stagnant opportunities
•Adjustments of probability percentages (%) based on the results
•Regular meetings with product managers based on demand
AFTER
Tips for Creating Snapshot:
1)Create Opportunity report.
2)On Source Report, create formula fields to summarize stats (Sum of Amount,
Avg Amount, Age, etc)
3)On Source Report, include all Opportunity fields that you may want for
grouping your final report (Territory, user, close date, etc.)

16. Creating analytic snapshots: Easy as 1, 2, 3!
1.
Create a Source Report
•
•
1.
Tabular or Summary
Should represent all of the data that you want to store at regular intervals
Create a target object
•
•
1.
Should contain fields to store the report data
The data type of the fields on the target object should be the same as the fields in the
source report
Setup the analytic snapshot
•
•
•
•
Select the source report
Select the target object
Map the fields on the report to the fields on the custom object
Schedule the frequency for taking the snapshot

17. Create source report
• These are the fields you are going to track trending data.
• The columns of this report will correlate to the fields in
your custom object.
Note: Your baseline report has to
be a tabular or summary report.

18. Create custom object
• Open the field list for the object that you are running the
report on and create the same fields in your custom object.

19. Create analytic snapshot
• Setup | Administer | Data Management | Analytic Snapshot
• List the running user (usually an admin) and both the source
report and target object.

20. Map fields between report and snapshot
• Each time the scheduled report runs, the data is passed into the
custom object.
Tabular report

21. Map fields between report and snapshot
Summary report

22. Schedule snapshot
• Select who should be notified when the snapshot runs
• Specify how frequently it should run.

23. Create reports based on the analytic snapshot

24. Beth Shephard
Salesforce Administrator
@BShep99

25. All about TE Connectivity
CONNECTING AND PROTECTING THE FLOW OF
POWER, DATA AND SIGNAL
 Global SFDC implementation launched in 2008. SFDC deemed as
strategic enabler.
 Utilizes a multi-org environment consisting of central/corporate org
and seven business unit orgs. The central org has 2-way sharing with
each business unit org.
 Approximately 3000 users globally.
 Eloqua linked with SFDC for marketing automation.

26. Analytic Snapshot Application
Chatter Statistics
Background: Management made the decision to use Salesforce as the ‘goto’ System for meaningful sales and account dialogue.
BEFORE
Total Chatter Activity by Dept
1-time Snapshot
Problem: There was no way to measure:
•Whether this dialogue (Chatter posts & comments) was progressively increasing.
•Whether this dialogue was progressively increasing by all departments.
Actions Taken Based on Snapshot Results/Findings:
•Engaged with select departments on Chatter usage & training.
•Incorporated Chatter into Gamification scheme.
•Moderated Chatter feed for content & identification of improvement
areas.
AFTER
Chatter Trend by Dept
Trend Over Time
Tips for Creating Snapshot:
1)Create Custom Report Type: Parent = User, Child = Chatter Activity.
2)On Source Report, create formula fields to summarize stats by Chatter Type.
3)On Source Report, include all User fields that you may want for grouping your
final report
page 26

27. Demo

28. Additional resources
• Appendix
• Additional use cases with links to details
• Considerations for each step of the process
• Shared the 18 snapshots used by Appirio and sample dashboard
components that are used to run the business
• Handouts with step-by-step instructions
• Available from us after the session
• Also posted in Chatter feed for this session

29. Takeaways

30. Rhonda Ross
Amber Neill Boaz
Launa Saunders
Beth Shephard
Senior Consultant,
@crmdr
Director of Cloud Success
@amber9904
Business Analyst
@LaunaSaunderse
Salesforce Administrator
@BShep99

32. Appendix

33. Additional use cases
•
Forecast trends
•
Total number of days users have logged into Salesforce
•
Combine objects for reporting that can’t usually be combined (e.g. activities & users)
•
Old / New values in history reports (custom status change, etc.)
•
Sort by record count in a summary report
•
Report on latest / most recent comment
•
Lead field changes (lead source, lead score, etc.)
•
Opportunity age trends (do high value opportunities tend to close faster, how often is the
close-date pushed, how often are they re-opened).
•
Analyzing campaign info with contacts and leads (usually two different reports)
•
Case Closed Trends (length of time between statuses by type/reason)
•
Records owned by rep / region (e.g. cases, opportunities, leads)

34. Appirio’s snapshots

35. Sample dashboards using snapshot data

36. Top 10 considerations
1. Snapshots are not retroactive.
2. Snapshots only push new records into the object. They don’t update existing records.
3. Maximum of 2000 records can be pushed into the Custom Object.
4. Maximum of 100 fields in the source report
5. Long text fields, multi-picklist fields, and record type fields can not be captured in snapshots.
6. Neither workflow rules nor triggers can be on the target object. The snapshot will fail!
7. The running user must have read/write access to the fields in the target object.
8. The time zone the snapshot runs is based on the running user’s time zone.
9. There are 24 hours available for UE to select from, 3 for EE, 1 for PE. A 200 scheduled
maximum.
10. A snapshot can only be scheduled, it is not on demand and there are no test times.

37. Source report considerations
• You can choose any custom tabular or summary report as the source report, except:
•
Legacy forecast reports
•
Quota versus Actual reports
•
Leads by Source reports
•
Standard reports
• Tabular reports can not have their details hidden.
• Note field names used in the source report as these will be good field names to use when you
create fields on the target object in which to store the report results.
• The (No fields with compatible data type) field displays in the Fields from Source Report column
when a field on the target object does not match the data type of a field on the source report.
• You can’t:
•
Delete the schedule of when an analytic snapshot runs.
•
Stop or pause an analytic snapshot when it is running
•
Delete its source report. To delete the source report, you must first remove the report from the analytic snapshot by changing the report
in the Source Report drop-down list.

38. Target object considerations
•
•
•
•
•
•
•
You can add up to 100 fields to the target object.
The fields on the target object determine field mapping availability. For example, your source
report may include ten fields, but if your target object includes one field, then you can only
map one field in your analytic snapshot.
In Enterprise, Unlimited, and Developer Editions, use field-level security to make the target
object's fields visible to the appropriate users.
Target objects cannot contain validation rules or be included in a workflow.
Analytic snapshots cannot contain target objects that trigger Apex code to run when new
records are created.
When an analytic snapshot runs, it can add up to 2,000 new records to the target object. If the
source report generates more than 2,000 records, an error message is displayed for the
additional records in the Row Failures related list. You can access the Row Failures related
list via the Run History section of an analytic snapshot detail page.
You can’t delete a custom object if it is a target object in an analytic snapshot.

39. Mapping considerations
•
You must map at least one field from the source report to one field on the target object.
•
You can only map fields with compatible data types. For example, you can map a currency field to a number field.
•
A custom summary formula can be mapped only if it’s grouping level matches with the analytic snapshot and grouping level
•
If you select Load No Data in the Fields from Source Report column, no data will load into the corresponding field.
•
The ”No fields with compatible data type” displays in the Fields from Source Report column when a field on the target object does not match
the data type of a field on the source report.
•
The fields on the target object determine field mapping availability. For example, your source report may include ten fields, but if your target
object includes one field, then you can only map one field in your analytic snapshot.
•
You cannot map fields from the source report to the following fields on the target object: Created By, Last Modified By, Created Date,
and Last Modified Date.
•
When you map fields from the source report to the target object, some data may lose its context when loaded to the target object. For
example, if you map a date and time field from the source report to a text field on the target object, the date and time load to the target object
without the time zone.
•
When executing an analytic snapshot, if the running user does not have “read” or “write” access to a mapped field in the target object, that
field is dropped from the mapping, but does not cause the execution to fail. If a required field in the target object is not mapped, the
execution fails. To ensure that fields are always mapped, make them required or set default values for them.
•
To map a field in the source report to a lookup field on the target object, you must map to the ID of the object associated with the lookup. For
example, to map to an opportunity lookup field, you must map to the Opportunity ID. To get the Opportunity ID in the source report, you may
need to use a custom report type to include ID and other related fields.