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Questions tagged [snapshot]

A reporting snapshot lets you report on historical data. Use this tag for questions that deal with Reporting Snapshots.

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Trying to Create New Reporting Snapshot - But, Custom Object is not available in the List of Target Object to select from

Trying to Create New Reporting Snapshot - But, Custom Object is not available in the List of Target Object to select from. We have Accounts as a Master-Detail on that object. Could that be the issue?
jpexil's user avatar
  • 21
3 votes
2 answers
766 views

Mapping Lookup fields in Reporting Snapshots

I can't map lookup fields for my reporting snapshot. It's not showing me the option to choose a field to map. Is there a workaround for this?
RDrathi's user avatar
  • 53
2 votes
0 answers
211 views

SFDX Snapshot - Unsupported snapshot signup request fields: Namespace

How to create a scratch org from a snapshot with namespace? Any workaround or solution? Error { "status": 1, "name": "INVALID_INPUT", "message": "Unsupported snapshot signup request fields: ...
Pablo Fischer's user avatar
2 votes
1 answer
382 views

SFDX Snapshot - Worker SnapshotTemplateResolver exception

Does anyone know how to fix the issue below? { "status": 1, "name": "FIELD_INTEGRITY_EXCEPTION", "message": "Worker SnapshotTemplateResolver threw an unhandled exception. null", "exitCode": 1,...
Pablo Fischer's user avatar
0 votes
0 answers
288 views

Reporting Snapshot did not create a record?

All, I set up a simple Reporting Snapshot for a client that pulls in Opportunities closed the previous month. It triggered on time as it should but a snapshot object record did not get created. Upon ...
Jay Kilian's user avatar
0 votes
0 answers
271 views

Trigger Report Snapshot Via Execute Anonymous

Has anybody tried executing reporting snapshots via execute anonymous. I only ask, because the "Preferred Start Times" that I have left via the Salesforce UI is now mid day. I would not want to take a ...
Matthew Metros's user avatar
0 votes
1 answer
1k views

How to use reporting snapshot

I created a reporting snapshot and the results are now available in a custom object. How can I make use of this custom snapshot object for reporting? Should I be creating a new report type and then ...
Spiderman's user avatar
1 vote
0 answers
255 views

Einstein Analytics dashboard automatic download of snapshot

Is it possible to automatically generate a pdf/jpeg file in analytics dashboard. Can it be done using salesforce standard or custom(Apex).
hpmacugay's user avatar
0 votes
1 answer
1k views

Unable to map the Source report Lookup field with Target object text field in reporting snapshot

We have a source report using which we have created a reporting snapshot that will store the data to the target object using the mapping. However as per the research and finding on google I created ...
Samuel Robert's user avatar
2 votes
0 answers
134 views

Reporting Snapshot Mapping

Hello I am currently trying to create a snapshot that runs weekly on a tabular report. I am currently getting an error when the schedule job runs. Error: "The following fields on the target object ...
Andrew Sean Baldwin's user avatar
3 votes
0 answers
60 views

Report snapshots monthly with the filters

I would like a month-end snapshot of each report so that if the new data is added the report can be seen again with the old data and able to compare them with filter also. This is like freezing the ...
user199354's user avatar
0 votes
1 answer
81 views

Reuse Opportunity Snapshot

I've got an opportunity snapshot running monthly and it's working well. I want to run the exact data weekly as well but don't want to create a new model. Is it possible to pass a default/text value ...
shartshooter's user avatar
0 votes
1 answer
398 views

Target object must not be included in a workflow

I am trying to create a reporting snapshot. But it shows me error "Target object must not be included in a workflow" ...... I even tried to remove all workflows, but this issue persists. I need ...
neeraj's user avatar
  • 71
0 votes
1 answer
2k views

Code coverage warning: Test coverage of selected Apex Class is 40%, at least 75% test coverage is required

All of test classes have code coverage more than 90% in lower environment but when our admin move all test classes and apex class to Production.It display warning message mentioned in heading and also ...
SFDCDJ's user avatar
  • 1,864
1 vote
1 answer
562 views

Help getting dashboard snapshots to chatter and groups

I'm having issues getting the menu to pop up on dashboard images that allows me to post them to chatter. As you can see in the screenshots below, I've enabled feed tracking on reports and I've ...
Ashton Sheets's user avatar
2 votes
0 answers
428 views

Schedule "Reporting Snapshot" using apex

Do you know if there is a way to schedule native SF Snapshots using apex? I want to make a snapshot run daily for 10 days the first month of every quarter. I haven't gotten to figuring out the cron ...
Kirill Yunussov's user avatar
1 vote
3 answers
1k views

Analytic Snapshot for Case summary reports

(Kindly Note : I have tried every example available) What I have : Report - Summary report on Cases using Standard Report Type - Cases. Object - Custom object having fields similar to above report. ...
Rohit's user avatar
  • 733