sales-reporting-data-model - Design Salesforce Sales Reporting Data Models
Design and troubleshoot Salesforce Historical Trend Reporting, Reporting Snapshots, and Custom Report Types for pipeline and opportunity analysis.
Tags
Updated: 2026-10-08Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Compare reporting mechanisms
- Configure historical trend reporting
- Design reporting snapshots
- Configure custom report types
- Analyze pipeline history
- Troubleshoot reporting constraints
Inputs
- Historical Trend Reporting activation state
- Opportunity fields to track
- Required pipeline history period
- Snapshot records per run
- Custom Report Type object chain
- Exception analysis requirement
Outputs
- Mechanism recommendation
- Historical Trend Reporting checklist
- Reporting Snapshot design
- Custom Report Type guidance
- Pipeline history configuration steps
- Mechanism review checklist
Requirements
- Salesforce Spring '25 or later
- Manage Reporting Snapshots permission
- Active report owner with data access