Salesforce
Campaign Snapshot
Learn about campaign snapshots in Salesforce, how to configure snapshot frequency, and set up automated snapshot scheduling in Salesforce.
Campaign Snapshot
How to schedule the Campaign Snapshot?
We all know that Salesforce lacks historical data, which is why Heeet stores "snapshots" of each campaign generated by Heeet. You can set how frequently you want to store campaign snapshots by going to Heeet Settings and choosing between daily, weekly, or monthly.
In order to reduce data storage in Salesforce, we recommend you to use the Monthly option.
Campaign Snapshot automatically stores the following values:
| Parameter | Type | Description |
|---|---|---|
| Campaign | string | Campaign Lookup |
| Campaign Snapshot Name | string | Snapshot Date |
| Daily Budget | Decimal | Current Daily Budget |
| cpc | Decimal | Current CPC |
| Clicks | Decimal | Aggregated Clicks |
| Impressions | Decimal | Aggregated Impressions |
| # of closed won opportunities | Decimal | Aggregated # of closed won opportunities |
| # of converted leads | Decimal | Aggregated # of influenced converted leads |
| # of leads | Decimal | Aggregated # of influenced leads |
| # of opportunities | Decimal | Aggregated # of opportunities |
| Period Amount Won | Decimal | Aggregated Opportunity Won Amount |
| Period Costs | Decimal | Aggregated Campaign Cost since sync start date |
| Period Revenue Influence | Decimal | Aggregated Campaign Revenue Influence since sync start date |
| Pipeline Revenue Influence | Decimal | xxxx |
| Previous Period # of converted leads | Decimal | Previous snaphot values (converted leads) |
| Previous Period # of leads | Decimal | Previous snaphot values (leads) |
| Previous Period Costs | Decimal | Previous snaphot values (costs) |
| Previous Period Revenue Influence | Decimal | Previous snaphot values (revenue) |