Salesforce Knowledge

One of the most important responsibilities Salesforce professionals have is ensuring our orgs remain secure. Achieving a strong security posture is about so much more than just passwords and session settings, however.

Reporting snapshots are a powerful tool in Salesforce for aggregating and analyzing historical trends in your data, whether that’s your lead or opportunity pipeline size, case resolution history, or some custom object of your own making. Unfortunately, the out-of-the-box functionality for reporting snapshots does come with some significant limitations.

For most organizations, Salesforce utilizes leads as the entry point for new prospects. However, for some organizations, leads can turn into more of an operational burden and become unnecessary in their go-to-market approach, such as with an Account Based Marketing (ABM) approach. Due to these issues, some organizations opt to disable leads as a function in their organization and move to an account and contact-based system. This approach works well for some organizations, but there are a few things to consider before making the switch.

Tracking revenue is crucial for any company — after all, you can’t know if you’re making money if you’re not paying attention to what’s coming in. There are a few different ways to view revenue data, and the preferred method is usually based on the company's sales cycle, the size of the market the company is trying to capture, and the different channels of revenue coming in. These factors ultimately shape which metrics are important for the company.