Questions tagged [crm-analytics]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
-1 votes
0 answers
9 views

How to delete records in Einstein Analytics Dataset

I am finding it very hard to find the ways for deleting the records in CRMA dataset. It is totally unclear and there is no easy OOTB function for deleting the records.. Should i create a new dataset ...
Ravi Narayanan's user avatar
0 votes
0 answers
11 views

Unable to make dynamic date filter work in crm analytics dashboard

I am working on crm analytics dashboard. I am working on a visualisation using the toggle method. Wherein I can click on opportunities with close date as of this week, this month, this quarter and ...
Barun Bodhak's user avatar
-1 votes
0 answers
26 views

Using CRM Analytics Dashboard in LWC component

I am trying to embed a CRM Analytics dashboard inside my LWC component. I find the alternate for wave:waveDashboard in aura/vf page i.e wave-wave-dashboard-lwc is still in beta in lwc :( the beta ...
Ravi Narayanan's user avatar
0 votes
0 answers
18 views

How to make a REST callout from CRM Analytics app?

I am exploring CRM analytics and we created and connected to 3rd party database where we created Data sets and Data recipe and display dashboard accordingly. My requirement is I have 2 columns Column ...
SFDCDJ's user avatar
  • 1,834
0 votes
1 answer
41 views

CRM Analytics - Unable to find error log download in Jobs Monitor

I am trying to load data to CRM Analytics via external data upload using Middleware tools. I got an email saying 10k records failed and 90k records succeeded. Below is the email content "...
Ravi Narayanan's user avatar
0 votes
0 answers
20 views

SAQL Query in CRM Analytics

I'm trying to filter the Case object on 'ClosedDate'. For instance, I want to get all the Cases that were closed yesterday. My current query uses relative string literals as such: q = load "...
dannyc12's user avatar
-1 votes
0 answers
20 views

Analytic studio dashboard performance issue

In analytical studio dashboards after scrolling to complete down then then the dashboard is vanishing and there is performance issues on dashboard sometimes the dashboard is disappearing and sometimes ...
Sindhu Manne's user avatar
0 votes
1 answer
32 views

Analytics Studio Shows a Blank Row with the Highest Count on LightningInteraction Dataset

Having two questions on the Lens created based on LightningInteraction dataset in Analytics Studio. The highest count row for COMPONENT_NAME bar shows the component name as blank. Does anyone knows ...
highfive's user avatar
  • 6,241
1 vote
1 answer
63 views

Filter Salesforce CRM Analytics dashboard using query string parameter

I would like to link from a Salesforce Record to a Salesforce CRM Analytics Dashboard, and filter the CRMA Dashboard by the record ID of the source Salesforce record, taken from the query string. I ...
Robs's user avatar
  • 9,330
-1 votes
1 answer
154 views

Adding a CRM Analytics Dashboard to a Salesforce page so users without license can see it?

I want to add a CRM Analytics Dashboard to a Home tab in Salesforce so users without CRM Analytics license can have view it, but was wondering if this is possible, or is it necessary to buy a separate ...
David de León's user avatar
0 votes
1 answer
56 views

PieChart with Multiple Measures

I want to display a piechart based on multiple measures . For ex , Total Revenue will be overall piechart segment length. Total Profit , Total Loss , Total discounts etc will be multiple segments in ...
Ravi Narayanan's user avatar
0 votes
0 answers
34 views

Can anyone please explain about Maximum concurrent Analytics API calls per org limit as 100?

I have build a CRM Analytics dashboard on experience site and I have 500 users who views the site, and in the CRM Analytics we have the limit stating "Maximum concurrent Analytics API calls per ...
gaurav pathak's user avatar
-1 votes
1 answer
33 views

Error while trying to schedule a recipe for local data sync

I have an opportunity and user-based recipes in the system, and I want to enable a local data sync to it. When I navigate to the data manager tab and try to schedule a recipe based on an event with ...
maharshi oza's user avatar
0 votes
1 answer
266 views

How to troubleshoot error: Edgemart not found: {some SF ID}

In CRMA, a dashboard is no longer able to be opened due to the following reason (error): Could not open the dashboard because you do not have access to the following datasets: {lists the same dataset ...
Swisher Sweet's user avatar
0 votes
0 answers
154 views

WaveDataflow reference type when trying to remove a field

I have a picklist field on Lead that, what I click "Where is this used?", there's a reference to WaveDataflow, which I think is a CRM analytics thing. I'm hoping to remove this field, but ...
user1702965's user avatar
0 votes
0 answers
50 views

Customize Revenue Insights Dashboard to show Commit + Closed Won

My manager wants to customize the standard Revenue Insights dashboard to show Closed Won + Commit amount on the chart which will show how close we are to quota with those two numbers combined. We are ...
Lori Rott's user avatar
0 votes
1 answer
81 views

Event Monitoring Analytics Studio missing Salesforce Data option in Create new Dataset

We've licensed Shield and this comes with Analytics Studio included. By following the Trailhead for Event Monitoring Analytics, when you create a new dataset, you should see three options CSV File ...
cropredy's user avatar
  • 70.8k
0 votes
0 answers
110 views

CRM Analytics: Design Style Guide Application failed to install

In CRM Analytics, in Analytics Studio, there is a Template Gallery: If I select the Design Style Guide application and install, I get this error: Application failed and Result Log Successfully ...
Robs's user avatar
  • 9,330
0 votes
1 answer
491 views

Lightning Web Component in CRM Analytics not being refreshed correctly when global filter changes in the dashboard

I have an LWC integrated into my CRM analytics dashboard that displays data based on a compare table. The LWC is designed to display specific data based on global filter selections made by the user, ...
Ramon Melo's user avatar
1 vote
0 answers
94 views

Packaging CRM Analytics Templates that have a dashboard that uses LWC

Is it possible to package a CRM Analytics Template that has a dashboard that uses LWC? I'm trying to create a 2GP extension package that has a CRMA Template and Lightning Web Components but I'm ...
Ana C. L.'s user avatar
0 votes
1 answer
65 views

Data Processing Engine Runtimen platform choices grayed out

I am trying to create a new Data Processing Engine Definition. When I get to the second screen where it says "select the runtime platform" I'm presented with two choices: "CRM Analytics&...
SRenberg's user avatar
  • 153
0 votes
1 answer
103 views

Is there a possibility to find when was the last time user has accessed CRMA dashboard

I am trying to find out when has each user with dashboard access has last run/open the dashboard to remove the access for the users to the dashboard who don't use it frequently. Is there a way i can ...
Sandeepan Mukherjee's user avatar
0 votes
0 answers
25 views

Two Connection Names in CRMA Output

Has anyone experienced where there are two connection names in an output connector for an object? I'm specifically looking at the Opportunity Object in this case. Output connection name shows up as ...
run_foster_run's user avatar
0 votes
0 answers
159 views

CRM Analytics - Dynamic Max Range in Polar Gauge with Trellis

I am trying to show a series of polar gauge charts in which the max range should be set dynamically based on one field (quota) and the completion based on another field (achievement). This works well ...
Jannis Bott's user avatar
0 votes
0 answers
142 views

how can we convert Multi-value fields as normal fields (as strings or numbers) like Text/Dimension Field to be consumed at Table

RE : Multi-Value Field conversion: https://help.salesforce.com/s/articleView?id=release-notes.rn_bi_saql_mv_to_string.htm&release=228&type=5 I am not able to use "Convert Multi-Value ...
Bhavesh Bhagat's user avatar
0 votes
0 answers
98 views

CRM Analytics Connector to Snowflake - Password Only or Private Key

I am trying to setup the CRM Analytics Connector with Snowflake but I am getting an error. The documentation (https://help.salesforce.com/s/articleView?id=sf....
DC-Fencer's user avatar
  • 197
0 votes
0 answers
145 views

Issue with Deployed Event Monitoring App: Deployed Datasets Missing in Production's Data Manager

I have developed an Event Monitoring App in Analytic Studio in a QA Sandbox, and it is functioning correctly, displaying data on the dashboards. Recently, I deployed the app to the Production instance ...
Rana Shafaqat's user avatar
0 votes
0 answers
143 views

Security Predicate for Community User

For a community user to see relevant records in community, what should be the security predicate if account owner id and related opportunity owner is owned by the logged in user? I understand that ...
MnZ's user avatar
  • 3,162
0 votes
0 answers
39 views

Loop over array kinda automation

I came to a tricky calculation: I need to identify dates 30 days apart from each other, and it's tricky because when a row doesn't fit 30 days rule the calculation for next row should not include this ...
loydan I's user avatar
0 votes
0 answers
77 views

Conditional formatting: same query -> different charts -> different measures

I have built a query with a bunch of measures. I am visualising each measure as a separate bar chart. Each chart needs to have its' own conditional formatting. Unable to achieve it so far - as soon as ...
GabDan's user avatar
  • 1
3 votes
1 answer
685 views

User can't see Embedded Analytics dashboard in Managed Package

What is needed for an ISV to distribute and for its subscribers without paid TCRM/Wave/Analytics licenses to see Dashboards from App Templates? I have packaged a type="embeddedapp" template ...
Robert Sösemann's user avatar
0 votes
1 answer
66 views

Share artifacts between two packaged Analytics templates

My Managed Package should contain two Wave/TCRM/Analytics templates: FULL: Type app for subscribers with a Full Analytics Studio license EMBEDDED: Type embeddedapp for subscribers with NO such ...
Robert Sösemann's user avatar
0 votes
1 answer
123 views

Adding Recipe to Analytics template fails with "CSV .. garbage collected"

Instead of packaging the data of my Analytics template as CSV files in the template I want to have a recipe create it from the orgs data. I there for tried to update my existing template (part of a ...
Robert Sösemann's user avatar
2 votes
1 answer
340 views

Seemingly corrupted template-info.json break Analytics package

I have a Managed Package with an Analytics Template. For no apparent reasons (no changes in the Git waveTemplates folder), I am unable to: Upload new package versions: Expected same number of ...
Robert Sösemann's user avatar
0 votes
0 answers
459 views

How to enabled CRM Analytics Dashboard Component in App Builder?

I am working on Embedded App and I have built it successfully. Now I want setup this in customer org but I am unable to get through this. How do I enable the CRM Analytics Dashboard in App Builder? ...
Sagar Thoriya's user avatar
0 votes
1 answer
984 views

LWC to read, display and filter data from TCRM dataset

On my TCRM dashboard, I have a component that is hard to implement using the standard features and widgets of TCRM Analytics. On my web search, I stumbled lightning/analyticsWaveApi Wire Adapters and ...
Robert Sösemann's user avatar
4 votes
3 answers
336 views

Develop Analytics Templates in 1GP and 2GP packages

I want to build a Managed Packaged with TCRM / CRM Analytics / Einstein Analytics elements in a distributed fashion using SFDX, Version Control and Scratch Orgs. I understood from the documentation ...
Robert Sösemann's user avatar
0 votes
2 answers
88 views

Modular TCRM App Template to allow reuse and configuration

Are there any best practices for keeping TCRM Template Apps modular and flexible? I want to add a template app to my Managed Package but allow Subscribers to reshuffle and adapt it.  So instead of a ...
Robert Sösemann's user avatar
0 votes
1 answer
2k views

CRM Analytics for Community Logins/Members

I have an Experience Cloud Site and am trying to display a CRM Analytics Dashboard to a user with a Partner Community license. I have created the Dashboard, and shared it's App with Partner Community ...
jordan.baucke's user avatar
1 vote
0 answers
48 views

Unable to create "Analytics for Healthcare" App in CRM Analytics

So i was trying to create a new "Analytics for Healthcare" App from CRM Analytics which comes with the Dashboards and Datasets . I ran into this issue while creating the app . And when i ...
REDD Ranger's user avatar
0 votes
1 answer
26 views

Same question from multiple users

While answering email cases in Salesforce,if a number of users have been asking the same question how can one handle this situation efficiently?
Emily's user avatar
  • 1
1 vote
0 answers
119 views

How do you compare 2-3 Datasets, record by record?

I'm working in an org that has 100s of GBs of data. There are multiple data jobs that are creating/updating this data and it's difficult to determine the changes. Since CRM Analytics allows you to ...
Tyler Zika's user avatar
  • 2,860
0 votes
0 answers
188 views

Can't assign permission set Trend Report Data in CRM Analytics to user The user license doesnt allow the permission Trend Report Data in CRM Analytics

I am trying to assign permission: Trend Report Data in CRM Analytics To a user via a Permission Set The user has a full EE Salesforce / Sales Cloud license. When I add the user, I get the error: Can'...
Robs's user avatar
  • 9,330
1 vote
1 answer
2k views

Unable to download Tableau CRM dataset as CSV from Digital Experience

We want to give some of our Digital Experience users the ability to download CSV versions of datasets we create in Tableau CRM. There is a way to allow this using the dashboard component share ...
xouns's user avatar
  • 135