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How To Set Up Data Snapshots

Ray avatar
Written by Ray
Updated over 2 weeks ago

​Setting up a Snapshot in Revlitix allows you to store and analyze key metrics from your integrated channels, such as Salesforce, at specified intervals.

Follow these steps to configure a Snapshot:​

Step 1: Navigate to Integrations

  • Log in to your Revlitix account.​

  • Go to the Integrations section.

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 to help identify its purpose.​

Step 5. Specify Channel and Object

  • Enter the Channel Name (e.g., Salesforce) and the specific Object (e.g., Leads, Opportunities) for which you want to create the Snapshot.​

Step 6. Select Metrics

  • Choose the Metrics you wish to store by selecting from the Snapshot Column dropdown menu.​

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 Snapshot 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.

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