Salesforce Advance Administrator Notes (Analytical snapshots)


Analytical snapshots

Prepare Analytics snapshots

To set up an analytic snapshot, you need a source report and a target object with fields to contain the data in the source report. After you create a source report, target object, target object fields, define your analytic snapshot, and map its fields, you can schedule when it runs. You can schedule an analytic snapshot to run daily, weekly, or monthly so that data from the source report is loaded into the target object when you need it. When the analytic snapshot runs, it adds new records to the target object. After an analytic snapshot has run, you can send an email notification to yourself and other users that includes details about the analytic snapshot run.

Tips on Source Reports for Analytic Snapshots

  • If you save a tabular source report with its details hidden, the report will not be available to include in analytic snapshot. Furthermore, if you hide the details of a tabular source report included in an analytic snapshot, the analytic snapshot will fail when it runs. To verify that the details of the tabular source report are not hidden, view the report, click Show Details, and save the report. The Show Details button only displays if the report’s details are hidden.
  • When creating the source report for your analytic snapshot, note the names of the fields you added to the report, as those field names may be useful to you when you create fields on the target object in which to store the report results.
  • You can choose any custom tabular or summary report as the source report, except legacy forecast reports, Quota vs Actual reports, and Leads by Source reports. The Source Report drop-down list does not display standard reports..
  • You can include up to 100 fields in your source report.
  • You can delete the schedule of when analytic snapshot  You can’t stop or pause an analytic snapshot when it is running, nor can you 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..
  • If you select Load No Data in the Fields from Source Report column, no data will load into the corresponding field in the Fields in Target Object column when the analytic snapshot  .
  • 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..

Tips on Target Objects for Analytic Snapshots

Consider the following when setting up target objects for analytic snapshots:

  • In Enterprise, Unlimited,Performance, and Developer Editions, use field-level security to make the target object’s fields visible to the appropriate users.
  • You can’t delete a custom object if it’s a target object in analytic snapshot.
  • 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 can add up to 100 fields to the target object.
  • Target objects cannot contain validation rules or be included in a workflow.
  • Analytic snapshots cannot contain target objects that trigger Apexcode to run when new records are created..
  • When 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.

Tips on Analytic Snapshots

  • Be aware of the type of license your Running User  For example, if the Running User of an analytic snapshot has a Salesforce license, users who have Platform or Salesforce Platform One licenses will not be able to view it. Alternatively, if the Running User has a Platform or Salesforce Platform One license, users who have Salesforce licenses will be able to see the analytic snapshot. If you have users with Platform or Salesforce Platform One licenses, we recommend creating a separate analytic snapshot for them with a Running User that has a Platform or Salesforce Platform One user license.
  • You can only map fields with compatible data types. For example, you can map a currency field to a number field.
  • If you change the source report or target object on analytic snapshot with existing field mappings, the field mappings are deleted when you save the analytic snapshot. You can also view Summary Fields in Source Report and Fields in Target Object to see the number of summary or target fields, respectively..
  • You must map at least one field from the source report to one field on the target object or data will not load from the source report to the target object when the analytic snapshot
  • When analytic snapshot is defined, deleted, or its source report or target object is changed, it is tracked in your organization’s setup audit trail history.
  • The Run History section on analytic snapshot detail page displays details on when the analytic snapshot  Details include:
    • The date and time at which the analytic snapshot ran
    • The name of the source report, target object, and running user
    • The time it took for the analytic snapshot to run
    • The total number of detail or summary rows in the source report, depending on the report type
    • The number of records created in the target object
    • Whether or not the analytic snapshot ran successfully

Analytic snapshot will fail during a scheduled run if:

  • The source report includes more than 100 fields
  • The source report was changed from summary to tabular
  • The selected grouping level for a summary source report is no longer valid
  • The running user does not have access to the source report
  • The running user becomes inactive
  • The running user does not have the “Run Reports” permission
  • The target object has more than 100 custom fields
  • The target object contains validation rules
  • The target object is included in a workflow
  • The target object is a detail object in a master-detail relationship
  • The target object runs an Apex trigger when new records are created on it
  • The running user does not have the “Create” permission on the target object. Note that if the target object’s status is In Development, the running user must have the “Customize Applications” permission.

Analytics Limits – All Editions

The following analytics limits apply to all supported editions.

Report Limits

  • The report builder preview shows a maximum of 20 rows for summary and matrix reports, and 50 rows for tabular.
  • You can’t have more than 250 groups or 4,000 values in a chart. If you see an error message saying that your chart has too many groups or values to plot, adjust the report filters to reduce the number. In combination charts, all groups and values count against the total.
  • Reports display a maximum of 2,000 To view all the rows, export the report to Excel or use the printable view for tabular and summary reports. For joined reports, export is not available, and the printable view displays a maximum of 20,000 rows.
    • Summary and matrix reports display the first 2,000 groupings when Show Details is disabled.
    • Matrix reports display a maximum of 400,000 summarized values.
    • Matrix reports display a maximum of 2,000 groupings in the vertical axis when Show Details is disabled. If there are more than 400,000 summarized values, rows are removed until the 2,000 groupings limit is met, then columns are removed until the number of summarized values moves below 400,000.
  • By default, reports time out after 10 minutes. Contact com to extend the time-out limit to 20 minutes for tabular, summary, and matrix reports (joined reports will continue to time out after 10 minutes).
  • In a joined report, each block can have up to 100 columns. A joined report can have up to5
  • You can add up to 10 custom summary formulas to each block in a joined report. A joined report can have a total of 50 custom summary formulas.
  • Each joined report can have up to 10 cross-block custom summary formulas.
  • When you filter on standard long text area fields, such as Description or Solution Details, only the first 1000 characters of the field are searched for matches in reports.
  • Only the first 254 characters in a rich text area or a long text area are displayed in a report.
  • Summary fields on tabular, summary, and matrix reports can display up to 21-digits.
  • Reports can’t be filtered on custom long text area fields.
  • It’s not possible to filter on bucket fields.
  • Joined reports require that the new user interface theme is enabled. Users without the new theme are unable to create, edit, or run joined reports.
  • Forecast reports include only opportunities that are set to close within the forecast period, except those assigned to the Omitted forecast category.

Dashboard Limits

  • A dashboard filter can have up to 50 By default, 10 options are enabled. Contact to extend your limit.
  • Each dashboard can have up to 20 components.
  • A dashboard table or chart can display up to 20

Report Type Limits

  • A custom report type can contain up to 60 object references.For example, if you select the maximum limit of four object relationships for a report type, then you could select fields via lookup from an additional 56 objects. However, users will receive an error message if they run a report from a custom report type and the report contains columns from more than 20 different objects.
  • You can add up to 1000 fields to each custom report type.

Analytic Snapshot Limits

  • The maximum number of rows you can insert into a custom object is 2,000.
  • The maximum number of runs you can store is 200.
  • The maximum number of source report columns you can map to target fields is 100.

Filtering Limits

Only the first 255 characters in a custom text field count for filtering purposes.

Embedded Analytics Limits

  • You can have two report charts per page.
  • You can only add report charts from the enhanced page layout editor. The mini console and the original page layout editor are not supported.
  • On detail pages, users can refresh up to 100 report charts every 60 minutes.
  • Your organization can refresh up to 3,000 report charts every 60 minutes.

List View Limits

  • Only the first 255 characters are shown for custom long text area fields in list views.

 Salesforce Advance Administrator Notes

Author: AJ

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