- To run reports – “Run Reports” User Permission is required.
- To schedule reports – “Schedule Reports” User Permission is required.
- To Create, Edit, and Delete Reports – “Create and Customize Reports” + “Report Builder” User Permission is required.
- To create Custom Report Types – “Manage Custom Report Types” User Permission is required.
- To create and schedule snapshot – “Manage Reporting Snapshots” User Permission is required.
From raw data to Agentforce: the 7-stage Salesforce Data 360 implementation lifecycle
Blog post walks through the seven stages I use to plan and explain Data 360 implementations, from ingestion all the way to using unified data inside Salesforce.




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