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Smart Snapshot for Salesforce.com powers your application processes with Blockchain-based Field Level Data Tracking, Data Audit Trails, Customizable Historical Trending, and period based Data Comparison Analytics. 

Enhanced Field Level Data History Tracking – Finally you are in control of Monitoring Data Behaviour & Blockchain-based Data Trending Analytics.

Scheduled Data Snapshots – Specially helpful for reporting period based Reports & Analytics. Define a schedule for Data Snapshots in couple of clicks. No coding required.

Flexible & Scalable – We understand each business is different and our Blockchain-based data tracking powers you to derive complicated data analytics with minimal setup configuration.

Data Behaviour Blockchain Architecture (DBBA)

Smart Snapshot application provides a unique capability to associate data history tracking to form a Data Behaviour Blockchain Architecture (DBBA). DBBA along with the capability to schedule Data Snapshots helps you not only with data audits but derive complicated period-based Data Historical Trends and Data Snapshots comparisons.

  • Enhanced Data History Tracking & Data Audits
  • Blockchain-Based Data Historical Trending Reports & Analytics
  • Schedulable Data Snapshots with job monitoring & reporting capabilities.
  • Out of the box support for grouping data changes by calendar month.
  • Supports Standard & Custom objects even where standard Field History Tracking is not
    available.
  • Supports native Reporting and Dashboards
  • A free consulting session for requirement understanding & implementation guidance.

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    Installation Instructions

    Please Click here to install Smart Snapshot in your Production Salesforce Org.

    Please Click here to install Smart Snapshot in your Sandbox Salesforce Org.

    Smart Snapshot Logo

    Setup Instructions

    Leverage free consulting hours for best business understanding and process around implementation.
    click to schedule a meeting session

    Note: You must have understanding of managing Objects, Page Layouts, Lightning Pages, Access & Permission setup prior setting up Smart Snapshot. System Admin permissions are a requisite. We will be glad to scope your Smart Snapshot implementation along with providing best process consulting. Please send an email to sales@veditechnologies.net if you need assistance.  

    Step 1 is to create the Snapshot record. Requisites are that you have identified object(s) and field(s) to track.We need to configure a “Process Flow/Builder” which will call “Smart Snapshot” handler through Apex action. Smart Snap Apex action will handle all complexity and will create snaps as per automation rules & setup.

    Let’s get started !!

    1. Access Salesforce  → Setup –> Process Automation –> Process Builder –> New –> Provide relevant “Process Name”  –> Choose “The process starts when” = “A record changes”  –> Save

    2. On the next screen: Start –> Add Object [Choose Object for which you want to create smart snap(s)] –> Start the process = “when a record is created or edited” –> Save

    3. Add Criteria –>  Criteria Name [ <provide field name to track> Smart Snap] –> Criteria for Executing Actions =  [choose appropriate criteria option,  refer “Sample Configuration” table] –> Save

    4. Immediate Action –> Add Action –> Action Type = [select Apex] –> Provide appropriate  “Action Name”  –> Apex Class = [search and select “Create Smart Snapshot Record”] –> Refer to “Sample Configuration” table.

    5. Do not forget to save changes at each step and activte the process automation. We strongly recommend making and test changes in sandbox first prior to deploying changes to production.

    Sample Configuration
    Entry Criteria (sample value) OR( ISNEW(), ISCHANGED([My_Custom_Object__c].My_Custom_Field__c ) )
    Apex action setup
    Field Description Type Sample Value
    fieldAPIName REQUIRED. Provide API name of the field you want to track. Provided field must exists on the selected object on Step 1. This value must be consistent else the process will fail. Please note custom fields ends with “__c”. String My_Custom_Field__c
    recordId REQUIRED. Salesforce generated unique Record Id. Field Reference Object Id. API Name of selected field must be Id.
    isNewRecord REQUIRED. To determine if the record is created or updated. Formula ISNEW()
    objectAPIName REQUIRED. Provide API name of the object you want to track. This must be same object for which “Process Builder Automation” is created on Step 1. Please note custom object API name ends with “__c”. String My_Custom_Object__c
    oldValue Old value of the field. Formula PRIORVALUE( [My_Custom_Object__c].My_Custom_Field__c )
    newValue New value of the field Field Reference [My_Custom_Object__c].My_Custom_Field__c
    createCalendarPeriods To specify if to create snaps as per calendar months. For example, when a field is updated Smart Snap will create data snaps considering the calendar month(s) between the last run time and current time. Boolean True / False
    Step 2 is to associate the new Snapshot record created in Step 1 with the parent object. For the same, we need to create a new lookup reference field on the “Smart Snapshot” object for the parent object. In our Step 1 example parent object was “My_Custom_Object__c”.

    New field(s) created on Smart Snapshot object are as below:
    1. My Custom Object [ Datatype = Lookup (My Custom Object), API Name: My_Custom_Object__c ]
    2. My Custom Field 2 [ Datatype = Text , API Name = My_Custom_Field_2__c]. “My Custom Field 2” is a field on the object “My Custom Object”. We want to capture the data-state of this field as when a snapshot record is created for “My Custom Object”. Please note in our Step 1 example, we have configured the process automation to create snapshot record when a new “My Custom Object” record is created and when “My Custom Field” is updated.


    Once the appropriate fields are created on the “Smart Snapshot” object, we need to populate these fields using process automation.

    Let’s get started !!

    1. Access Salesforce  → Setup → Process Automation → Process Builder → New → Provide relevant “Process Name”  → Choose “The process starts when” = “A record changes”  → Save

    2. On the next screen: Start → Add Object [search and select “Smart Snapshot”] → Start the process = “only when a record is created” → Save

    3. Add Criteria →  Criteria Name [ <provide object name> Smart Snap. Or any appropriate name] → Criteria for Executing Actions =  [ here you need to check if the smart snap record is created against the parent object,  refer “Sample Configuration” table] → Save

    4. Immediate Action → Add Action → Action Type = [select Update Records] → Provide appropriate  “Action Name”  → Record Type = Select the ssnap__Smart_Snapshot__c record that started your process → Criteria for Updating Records = select “No criteria—just update the records” → Under section “Set new field values for the records you update” → select Field “My Custom Object” → select Type “Formula” → Under the formula provide “[ssnap__Smart_Snapshot__c].ssnap__Record_Id__c” → Save. Refer to “Sample Configuration” table for screenshots.

    5. Immediate Action → Add Action → Action Type = [select Update Records] → Provide appropriate  “Action Name”  → Record Type = Select the ssnap__Smart_Snapshot__c record that started your process → Criteria for Updating Records = select “No criteria—just update the records” → Under section “Set new field values for the records you update” → select Field “My Custom Field 2” → select Type “Formula” → Under the formula provide “[ssnap__Smart_Snapshot__c].My_Custom_Object__r.My_Custom_Field_2__c” → Save. Refer to “Sample Configuration” table for screenshots.

    6. Please update “My Custom Object” page layout(s) and the lightning page(s) to include the related list “Smart Snapshots”. Configure the page layout(s) and the lightning page(s) as per your process implementation.

    7. Do not forget to save changes at each step and activate the process automation. We strongly recommend making and test changes in the sandbox first prior to deploying changes to production.

    Sample Configuration
    Entry Criteria (sample value) AND( ISNEW(), [ssnap__Smart_Snapshot__c].ssnap__Object_API_Name__c == “My_Custom_Object__c” )
    Sample action to populate “My Custom Object” lookup reference on Smart Snapshot” record.
    Sample action to populate “My Custom Field 2″ on Smart Snapshot” record.
    Step 3 This is an optional step. You can schedule jobs to create snapshot records at the provided frequency. This is especially helpful if you want to create data snaps automatically without any update on the parent record. For example, if you have requirements to do trending analysis for comparing different month(s) data you can easily address this requirement using the “Schedule Snapshot” feature.

    Let’s get started !!

    1. Access Salesforce  → Select App –> Smart Snapshot –> Smart Snap Schedule –> New –> Complete all required fields. Refer field helptext for more information. –> Save
      2.  
    2. Please note only active ( “Is Active” = checked ) schedules get processed.
      3.  
    3. Once the schedule job is created. Please click the “Validate Job” button to make sure all setup is correct. Note that if the job setup is not valid, snapshot records will not be created.
      4.  
    4. Make sure that “Schedule Snapshot Listener Job” is active. Select App –> Smart Snapshot –> Smart Snap Hone –> Under top section “Smart Snap Schedule Job Status” is turned on. –> Please refer to screenshots for more detail.
      5.  
    5. Monitoring schedule jobs execution. On the “Smart Snap Schedule” record, please note the section “Schedule Jobs”. Every time is job is executed, a new “Schedule Job” will get created with job execution summary details. You can optionally configure workflow automation to send email notifications when a “Schedule Job” record is created or if there is any error while job execution. We strongly recommend making and test changes in the sandbox first prior to deploying changes to production.
      6.  
    6. We strongly recommend making and test changes in the sandbox first prior to deploying changes to production.
     
    Screenshots
    Step 4 This is an optional step as per your reporting requirements. Since “Smart Snapshot” application is native to Salesforce.com, you can leverage the native “Reporting” and “Analytics” configuration to create reports around data-snaps. Below are some pointers for you.

    Let’s get started !!

    1. In Step 2, we created a lookup reference of the “parent” object “Smart Snapshot” object. This data-relation is key to configure the reports you need.
      2.  
    2. Need be, created “Report Types” associated with “parent” and “Smart Snapshot” objects.
      3.  
    3. You can run data trending and comparison reports on the fly (without scheduling) as all the data needed for such reports already exists on “Snapshot” records.
      4.  
    4. Einstein works great with Smart Snapshot. You can configure notification alerts and key analytics out of the box.
      5.  
    5. We strongly recommend making and test changes in the sandbox first prior to deploying changes to production.

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    Connect

    It's always wonderful to connect. We encourage you to connect with us for best implementation guidance and processes. Your success with our application is paramount for us.

    Document

    Always document your business requirements, process design and application implementation steps.

    Collaborate

    Do share your thoughts if you want us to include generic features in Smart Snapshot that may benefit all client community. Let's work together and join hands to improve the application to suit your business requirements.

    Frequently Asked Questions

    Here are few most common questions we answered below. Please reach us out if you have any other queries.

    Yes, we provide 15 days free trial to its customers. The trial period can be extended on request basis. Please send an email to support@veditechnologies.net to request extending your trial period. 

    Yes, It does.
    Smart Snapshot supports both the Salesforce standard and custom objects.

    Yes, you can upload historical data in Smart Snapshot prior go-live or after go-live. We are considering an enhancement to read standard field history tracking tables and update the historical data in Smart Snapshot automatically. Do send us an email at support@veditechnologies.net if you think such enhancement will be beneficial for you.

    Yes. Smart Snapshot is a native application and it does supports object record type(s). If you plan to keep data snapshots for multiple objects, we recommend to use record types on "Smart Snapshot" object. 

    Yes, We provide dedicated support to its customers for installation related issues, bug fixes and general how-to questions.  

    Note - Any support which includes process/code debugging which is not part of Smart Snapshot application does not fall under our free General Support. It is very common practice and followed by Salesforce.com as well. 

    Yes, We provide a range of managed services crafted to your requirements to have you focus on core business. Managed services cover all aspects of 360* application maintenance,  process enhancements, new process implementation, best process consulting and much more. Drop an email to sales@veditechnologies.net for more information.  

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