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Permissions to access Snapshot
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In order to access Snapshot and permission all of the necessary actions within the tool, the user logging in must have certain admin permissions. They are as follows:
- The Salesforce System Administrator profile has all necessary permissions to run snapshot without issue.
- If that is not possible, for whatever reason, the 'Modify All Data' system permission can be enabled on another profile and extend the necessary permissions in order to use the tool.
- If that is not possible, for whatever reason, assign the ‘Modify Metadata Through Metadata API Functions permission’ + ‘Customize Applications’ system permissions to get the necessary permissions to run the tool.
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Help System
- Every window in Snapshot has a little blue box with a cross symbol at the upper right. Click this icon to launch the context-specific help article in your browser.
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Right-Click Tables
- Tables in Snapshot can be right-clicked. This will bring up a menu with various options including the ability to export the contents of the table as an HTML, PDF, CSV, or XLSX report.
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Right-Click Lists
- Lists in Snapshot can be right-clicked. This will bring up a menu with additional options such as Select All, Select None, Open, Close, etc. Bold list items contain additional information.
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Shift-Click and Control-Click
- Lists in Snapshot can often be shift-clicked to extend the current selection and control-clicked to select individual items. Type a key to select items with that letter.
- Lists in Snapshot can often be shift-clicked to extend the current selection and control-clicked to select individual items. Type a key to select items with that letter.
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Sliding Panels
- Throughout Snapshot you will see sliding panels. For example, this dialog has two panes with a slider in the center. Drag any slider to adjust your view or expose special interfaces.
- Throughout Snapshot you will see sliding panels. For example, this dialog has two panes with a slider in the center. Drag any slider to adjust your view or expose special interfaces.
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Color Coding
- Reports are color coded with green for success, yellow for warning, and red to indicate a problem. In the deployment interface green is missing, red is different, and gray is identical.
- Reports are color coded with green for success, yellow for warning, and red to indicate a problem. In the deployment interface green is missing, red is different, and gray is identical.