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Automate Reporting Snapshots In Salesforce

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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

  • Log in to your Gigasheet account. If you don’t have one, sign up for a free trial to get started.

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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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.

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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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