hassle-free big data

Automate Reporting Snapshots In Salesforce

Detailed Change Reports: automatically track changes across snapshots of accounts, opportunities, and more
Scheduled & Automated: Snapshot reports daily, weekly or monthly and store comprehensive backups
No Limits: Support for up to 1 billion rows in a single sheet - far beyond Excel and Google Sheets

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Automate Report Snapshots Salesforce In 3 Easy Steps

Conduct sales data analysis, manage territories, model portfolios, and plan for revenue more beyond the limits of Excel or Google Sheets. Gigasheet eliminates the need for databases, data warehouses, or data extraction - and say goodbye to row limit restrictions in typical spreadsheets. Want to see it work on your Salesforce data? Schedule a free trial today.

Here's how it works:

Connect to Salesforce in Gigasheet. Select +New > Data Connectors > Salesforce Report. Then authenticate to your Salesforce instance and allow Gigasheet to connect (read only).
Select the report(s) you'd like to snapshot.
Select how often you'd like to snapshot the report: daily, weekly, monthly, as well as the associated timing.

That's it! Once configured, Gigasheet will automatically take export a report snapshot from Salesforce at your specified time. What's more, is Gigasheet can create a change report where you can easily track the history of changes.

Want to capture every change in detail? Check out Salesforce History Tracking with Gigasheet.

Step-by-Step Instructions

How to Set Up Gigasheet's Salesforce Reporting Snapshots

If you haven't already, schedule a free trial to gain access.

Step 1: Access Your Gigasheet Account

Step 2: Navigate to Salesforce Integration

In the Gigasheet dashboard, find the integration section. Select the Salesforce integration option to initiate the setup process.

Step 3: Connect to Salesforce

Click on 'Connect to Salesforce'. You'll be prompted to enter your Salesforce credentials. This step ensures a secure link between Gigasheet and your Salesforce account.
Grant the necessary permissions when asked. This allows Gigasheet to access the data required for generating reports.

Step 4: Choose Your Data

Once connected, select the specific Salesforce data you want to track. This could be accounts, opportunities, forecasts, or other relevant datasets.

Step 5: Set Up Automation for Snapshots

Determine the frequency of your reporting snapshots - daily, weekly, or monthly.
Choose a specific time for the data import, such as 12:30 AM daily, to ensure consistency in your data snapshots.

Step 6: Configure Report Settings

Customize your report settings according to your needs. This might include specifying certain fields, filters, or parameters that are particularly relevant to your analysis.

Step 7: Activate Change Tracking

Enable the detailed Change Reports feature. This will automatically track and log changes across the selected datasets in your snapshots.

Step 8: Storage and Backup

Confirm the settings for storing your snapshots. Gigasheet offers comprehensive backup solutions, ensuring your data is safely archived.

Step 9: Review and Confirm

Review all your settings to ensure everything is configured as desired.
Confirm the setup. Gigasheet will now start to automatically import and track your Salesforce data according to your specified settings.

Step 10: Access and Analyze Your Data

Once the setup is complete, your Gigasheet dashboard will start receiving data as per the schedule.
Use Gigasheet's robust analytics tools to analyze your data, rewind history, and gain insights like never before.

Need Help?

If you encounter any issues or need assistance, our support team is ready to help: contact us

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Save Hours

Gigasheet makes it quick and easy to analyze your Salesforce data in a spreadsheet without limits. Automatically import huge reports with millions of rows and leverage familiar spreadsheet functions along with AI to analyze the results.

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Automated Solutions

If you can imagine it, Gigasheet can automate it. Gigasheet is the world's leading big data spreadsheet, and makes it easy to join and manage data across multiple sources - from Salesforce to Excel spreadsheets, Gigasheet can automate your data workflows.

Trusted & Proven

Hundreds of companies and 80,000+ users leverage Gigasheet to manage their data. Gigasheet is the world's leading big data spreadsheet, and meets or exceeds leading industry privacy and security standards include SOC 2 Type II.

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