Is it possible to snap shot salesforce data on a daily basis to run point in time reports?

williamche
williamche Member
in Connectors

Can Domo capture daily Salesforce snap shot data into the repostory to be used in reports, like opportunities,  that can compare two specific dates?  For example, we want to compare all the Oppty stages same time last week to see what changed.

Best Answers

  • codysirwin
    codysirwin Domo Employee
    Answer ✓

    Definitely.  Domo has the ability to create append chains across DataSet runs in order to do snapshotting.

     

    To set this up, simply change your update settings to 'Append' instead of 'Replace':

    Screen Shot 2017-10-10 at 10.06.24 AM.png

    From their, you can use the _BATCH_LAST_RUN_ value (a column that Domo adds when the DataSet runs) as your snapshotting date.


    Cody Irwin
    Manager, Technical Solutions
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  • codysirwin
    codysirwin Domo Employee
    Answer ✓

    Note that by taking the approach outline above, you need to be careful when using that DataSet for non-snapshotted use cases since it will automatically count all historical values instead of just the latest snapshot.  Normally, we'll run this kind of DataSet through a Magic ETL or DataFlow to add a 'Latest' column that flags which records came in as part of the last run.  We'll use that column as a filter for cards that satisfy a current and not a snapshotted use case.


    Cody Irwin
    Manager, Technical Solutions
    **Say “Thanks” by clicking the “heart” in the post that helped you.
    **Please mark the post that solves your problem by clicking on "Accept as Solution"
  • KurtF
    KurtF Domo Employee
    Answer ✓

    Here's how I would approach this.

     

    Ideally, you would have your Salesforce dataset configured to Append when it updates each week.

     

    Use your Salesforce opportunity dataset as an input to a Magic ETL dataflow. Connect the input dataset to an 'Add Constants' widget, create a new constant column called ReportDate, select Date as the column type and then choose Current Date as the constant value for the new column.

     

    Create an output dataset and name it something like 'Salesforce Oppty Weekly Snapshot.' This way, each week when the Salesforce dataset updates you'll get the entire dataset with a ReportDate field you can use to view opportunities at different points of time.

     

    Let me know if you have other questions about this.

    KurtF
    **Say “Thanks” by clicking the “heart” in the post that helped you.
    **Please mark the post that solves your problem by clicking on "Accept as Solution"

Answers

  • codysirwin
    codysirwin Domo Employee
    Answer ✓

    Definitely.  Domo has the ability to create append chains across DataSet runs in order to do snapshotting.

     

    To set this up, simply change your update settings to 'Append' instead of 'Replace':

    Screen Shot 2017-10-10 at 10.06.24 AM.png

    From their, you can use the _BATCH_LAST_RUN_ value (a column that Domo adds when the DataSet runs) as your snapshotting date.


    Cody Irwin
    Manager, Technical Solutions
    **Say “Thanks” by clicking the “heart” in the post that helped you.
    **Please mark the post that solves your problem by clicking on "Accept as Solution"
  • codysirwin
    codysirwin Domo Employee
    Answer ✓

    Note that by taking the approach outline above, you need to be careful when using that DataSet for non-snapshotted use cases since it will automatically count all historical values instead of just the latest snapshot.  Normally, we'll run this kind of DataSet through a Magic ETL or DataFlow to add a 'Latest' column that flags which records came in as part of the last run.  We'll use that column as a filter for cards that satisfy a current and not a snapshotted use case.


    Cody Irwin
    Manager, Technical Solutions
    **Say “Thanks” by clicking the “heart” in the post that helped you.
    **Please mark the post that solves your problem by clicking on "Accept as Solution"
  • KurtF
    KurtF Domo Employee
    Answer ✓

    Here's how I would approach this.

     

    Ideally, you would have your Salesforce dataset configured to Append when it updates each week.

     

    Use your Salesforce opportunity dataset as an input to a Magic ETL dataflow. Connect the input dataset to an 'Add Constants' widget, create a new constant column called ReportDate, select Date as the column type and then choose Current Date as the constant value for the new column.

     

    Create an output dataset and name it something like 'Salesforce Oppty Weekly Snapshot.' This way, each week when the Salesforce dataset updates you'll get the entire dataset with a ReportDate field you can use to view opportunities at different points of time.

     

    Let me know if you have other questions about this.

    KurtF
    **Say “Thanks” by clicking the “heart” in the post that helped you.
    **Please mark the post that solves your problem by clicking on "Accept as Solution"
  • [Deleted User]
    [Deleted User] Member

    @williamche,

     

    Please click on "Accept as Solution" on any reply that may have solved your problem.

    Thanks!

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