Salesforce told me that the Analytical Snapshot function would not support what I am trying to do.
Thanks in advance!
Jay
답변 1개
Seems like Analytic Snapshots is exactly what you need. Did they explain why that won't work? Basic idea is you set up and object to be a container, and the snapshot takes a "snapshot" of your pipeline at a frequency you determine (daily, weekly, monthly, just like scheduled reports/dashboards) and creates records in your container object. Then you can just report off that container object.
I've got an A.S. set up now that snaps our funnel every single day.
Good info on getting started here: https://sites.secure.force.com/success/ideaView?c=09a30000000D9xo&id=087300000006tqZAAQ
