---
schema_version: "1"
id: 8920fdc26c4543b003e261bcdf7f42d67849b1dec593ad0a99f3a39bc9c8ac70
title: Trend Data Using the Snapshot Analytics App
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_snapshot.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_snapshot.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4f28a85f6916b43b140b655997bd54ff9adef4e5583e3163b149cc08ce955135
description: Monitor trends by capturing a snapshot of a CRM Analytics dataset or Salesforce object. If you’re using a Salesforce object, CRM Analytics imports its data into a dataset. The Snapshot Analytics app then creates a dashboard with a snapshot of your data. You can record one snapshot per day.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Trend Data Using the Snapshot Analytics App

Monitor trends by capturing a snapshot of a CRM Analytics dataset or Salesforce object. If you’re using a Salesforce object, CRM Analytics imports its data into a dataset. The Snapshot Analytics app then creates a dashboard with a snapshot of your data. You can record one snapshot per day.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d204355e64">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d204355e64 ">To create and manage a Snapshot Analytics app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d204355e64 ">Manage CRM Analytics Templated Apps</td>


          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d204355e64 ">To use the Snapshot Analytics app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d204355e64 ">Use CRM Analytics Templated Apps</td>

          </tr>
        </tbody>
      </table>

See [Create Apps from CRM Analytics Templates: Start Here](https://help.salesforce.com/s/articleView?id=analytics.bi_app_prebuilt_getting_started.htm&release=264.0.0&type=5 "Follow these general procedures when you create Apps from any CRM Analytics Template. Before you create an app, see the help for the CRM Analytics Template you want to use for requirements and instructions specific to that template.") for general information about creating CRM Analytics template apps.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_tip.png)

Tip You can’t re-create snapshot data. We recommend that you take a separate snapshot to guard against data loss. For example, if you’re taking a weekly snapshot of orders, make a copy that takes snapshots monthly or quarterly. Snapshot copies count toward your dataset row limit.

## Create a Snapshot of a CRM Analytics Dataset

1. In the Snapshot Analytics wizard, select **Start With an Existing Dataset** and click **Looks good, next**.
2. Select the dataset that you want a snapshot of.
    
    If you don’t see the dataset that you want to use, check that you have the Use Any API Client permission. See [Restrict Access to APIs with Connected Apps](https://help.salesforce.com/articleView?id=security_api_access_control_all_users.htm&language=en_US).
3. Add up to six dimensions to include in your dashboard.
4. Add up to three measure fields to include in the chart.
5. Click **Looks good, next**.
6. Select the number of days to keep the snapshot.
    
    To save storage space, set a time to delete the snapshot from CRM Analytics automatically. If you select **Never**, CRM Analytics preserves your data until you manually delete it.
7. Click **Looks good, next**.
8. Name and save your app.

You can set the snapshot frequency by rescheduling the Snapshot Analytics dataflow. See [Schedule Data Refresh for a CRM Analytics Template](https://help.salesforce.com/s/articleView?id=analytics.bi_templates_schedule_dataflow.htm&release=264.0.0&type=5 "The app creation process includes data assets that import the latest data to CRM Analytics. Schedule the app to be refreshed every day to ensure that your app uses up-to-date data. An app refresh runs all the data assets associated with the app in the required order, including recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions.").

To add actions, measure formatting, and dimension labels to the app, edit the dataset created from Salesforce objects. See [Edit a Dataset](https://help.salesforce.com/s/articleView?id=analytics.bi_dataset_edit.htm&release=264.0.0&type=5 "Edit a dataset to change its name, app, security, or extended metadata (XMD). You can also replace data in a dataset, restore it to a previous version, or delete it. The dataset edit page also provides key information about when the dataset was created and last updated, and where it is used.") and [Enable Actions for CRM Analytics Lenses and Dashboards](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboards_actions_help.htm&release=264.0.0&type=5 "Let users take action on insights directly from CRM Analytics. Add actions to charts and tables in lenses and dashboards.").

## Create a Snapshot of Salesforce Object Data

1. In the Snapshot Analytics wizard, select **Start With Salesforce Objects** and click **Looks good, next**.
2. Select an object.
3. (Optional) Select up to two child objects to tailor the data.
    
    For example, say that you select Account for the parent object and Contact as the child object. Snapshot Analytics adds only the accounts related to contacts in the dataset. If you don’t include a child object, Snapshot Analytics adds all the data from the parent object.
4. Click **Looks good, next**.
5. Add fields from any of the selected Salesforce objects to the Snapshot Analytics dataset, and then click **Looks good, next**.
6. Select the number of days to keep the snapshot.
    
    To save storage space, set a time to delete the snapshot from CRM Analytics automatically. If you select **Never**, CRM Analytics preserves your data until you manually delete it.
7. Name and save your app.
    
    To add actions, measures, or dimensions, edit the dataset created from Salesforce objects.

You can set the snapshot frequency by rescheduling the Snapshot Analytics dataflow. See [Schedule Data Refresh for a CRM Analytics Template](https://help.salesforce.com/s/articleView?id=analytics.bi_templates_schedule_dataflow.htm&release=264.0.0&type=5 "The app creation process includes data assets that import the latest data to CRM Analytics. Schedule the app to be refreshed every day to ensure that your app uses up-to-date data. An app refresh runs all the data assets associated with the app in the required order, including recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions.").

To add actions, measure formatting, and dimension labels to the app, edit the dataset created from Salesforce objects. See [Edit a Dataset](https://help.salesforce.com/s/articleView?id=analytics.bi_dataset_edit.htm&release=264.0.0&type=5 "Edit a dataset to change its name, app, security, or extended metadata (XMD). You can also replace data in a dataset, restore it to a previous version, or delete it. The dataset edit page also provides key information about when the dataset was created and last updated, and where it is used.") and [Enable Actions for CRM Analytics Lenses and Dashboards](https://help.salesforce.com/s/articleView?id=analytics.bi_dashboards_actions_help.htm&release=264.0.0&type=5 "Let users take action on insights directly from CRM Analytics. Add actions to charts and tables in lenses and dashboards.").