Analytic Snapshots in Salesforce allow you to report on historical data. They capture data from a source report at a scheduled time and store it in a custom object. This enables you to track trends and changes over time that would be difficult to monitor with real-time reporting alone. Common use cases include tracking sales pipeline trends, monitoring support case backlogs, and analyzing website traffic.
Whether you're looking to get your foot in the door, find the right person to talk to, or close the deal — accurate, detailed, trustworthy, and timely information about the organization you're selling to is invaluable.
Use Sumble to: