Setting up a Snapshot for the channel Salesforce in Revlitix helps you store and analyze key metrics efficiently.
Steps to Set Up a Snapshot
Step 1. Navigate to Integrations
Go to the Integrations section in your system.
Step 2. Select Snapshot
Click on the Snapshot option.
Step 3. Add a New Snapshot
Click on Add Snapshot to begin the setup.
Step 4. Enter Snapshot Details
Provide a Name and a Description for your Snapshot.
Step 5. Specify Channel and Object
Enter the Channel Name and the Object for which you want to create the Snapshot.
Step 6. Select Metrics
Choose the Metrics you want to store using the Snapshot Column dropdown.
Step 7. Set the Frequency
Select how often you want the data to be stored:
Daily
Weekly
Monthly
Just Weekdays
Step 8. Set Retention Period
Specify the maximum number of days you want to retain the data (between 7 and 370 days).
Step 9. Create the Snapshot
Click on Create to finalize the setup.
Step 10. Utilize Snapshot Data
Use the stored Snapshot data to create reports. For detailed guidance on plotting this data in reports, refer to this guide.