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What makes the "CRM Analytics Dashboard" LWC component available in an org so that a managed package referencing that component will install?

This is a re-ask of this question How to enabled CRM Analytics Dashboard Component in App Builder? that has no definitive answer. I have built an embedded CRM Analytics app (one that does not require ...
Keith C's user avatar
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How to get 1 year of Event log data in Event Monitoring Analytics App

In salesforce summer '24 release there is a new feature to Download Up to 1 Year of Event Log Files. I want to know if same way we can get up to 1 year of event log data in analytics (Event Monitoring ...
Ajit's user avatar
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ActivityHistory via Analytic cloud

Can we query all ActivityHistory not limited to account contact and other objects via Analytics cloud and get them by making an API call from a third-party system? In Salesforce we need to use the ...
Pratik Shambharkar's user avatar
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1 answer
44 views

Not able to fetch models in CRM Analytics Template

I have an app which contains datasets, lenses, dashboards and models. One of the datasets contains discovery predict component which uses a model that is stored under same app. Template has been ...
Aman Verma's user avatar
3 votes
1 answer
64 views

How to pass values into the "LWC CRM Analytics Dashboard" component?

I'd like to use a CRM Analytics dashboard filtered by values from the page it is contained in e.g. the record ID from a details page. The "LWC CRM Analytics Dashboard" component (screen shot ...
Keith C's user avatar
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3 votes
1 answer
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CRM Analytics (AKA Wave, Einstein) packaging questions

This is a question on CRM Analytics that run directly in the Salesforce org. I have a simple dashboard referencing Salesforce Objects directly (no datasets or lenses involved). Looking at the metadata ...
Keith C's user avatar
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1 answer
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When using CRM Analytics with local Salesforce data, how do you avoid the dataset refresh delays?

I'd like to present a some charts that reflect the latest data entered into an org using CRM Analytics. Introductory CRM Analytics documentation focusses on the use of datasets, but datasets can be ...
Keith C's user avatar
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How to add Dynamic Filter in CRMA Dashboard in Community?

We have added CRMA dashboard to our community site. This dashboard displays all the data. If I pass AccountId value as hardcoded as below: {"datasets": { "...
SFDCDJ's user avatar
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38 views

Salesforce Einstein Discovery Model/story on CRMA dataset combining multiple objects

Hi Team, I wanted to create Einstein discovery(ED) Model for Client Churn. So i created CRMA recipe to gather details from 3+ objects.(Account,Task,ChildCustomObj1 etc.). So when I created model on ...
Sujata's user avatar
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2 votes
0 answers
50 views

CRM Analytics External Data API Limit

I am currently working with CRM Analytics. I need a little bit of help with understanding the External Data API Limit. As we can read in the documentation the Maximum number of external data jobs per ...
Piotr Gajek's user avatar
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Retrieving data for lookup fields

I have two fields in my Intakes object called "Referred To" and "Client Name," both of which have lookup relationships with the Party/Account object. To be able to get the data on ...
Shakti's user avatar
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Wave Analytics deployment error

I am facing error while running the dataflow. I have created an Analytics event monitoring app using template.I created a dashboard using datasets which were created with App. When I am trying to ...
sbv's user avatar
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0 answers
49 views

CRM Analytics Dataset containerId/versionId based on Dataset API Name

Introduction I have the following code in LWC: @wire(getDataset, { datasetIdOrApiName: 'AppUsageAnalyticsDataCombined' }) onGetDataset({ error, data }) { if (data) { this....
Piotr Gajek's user avatar
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Button to trigger download function in JavaScript code is not working, while it is working as expected outside the LWC

I created a LWC to read a query data from CRM Analytics and download an Excel/CSV file. I am able to download the query data as .xls file but I want to convert it into csv file. Following is the code ...
Mukund's user avatar
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33 views

SOQL CRMA BINDING error

I have this query and it functions correctly until i select a filter value. Been trying to fix it and don't understand what could be the error or if there is limitation for SOQL and CRMA functionality....
Sandeepan Mukherjee's user avatar
1 vote
0 answers
34 views

CRM Analytics to Data Pipeline

I have couple of datasets connected with the databrick using Salesforce Connector. Now everytime they insert the data/file it shows in CRM Analytics in Data Manager. Now I want same to be displayed in ...
S P's user avatar
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1 vote
2 answers
93 views

Comprehensive documentation on creating embedded app template for CRM Analytics

We are trying to build a salesforce crm analytics "embeddedapp" template type which can be auto installed in any subscribers org and added to a lightning record or home page. Where we are ...
TariqueH's user avatar
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Is it possible to pass data from CRM analytics column to Lightning flows?

Based on below link: https://help.salesforce.com/s/articleView?id=sf.bi_dashboards_actions_configure.htm&type=5 I want to configure Custom action in CRM Analytics table where I want to pass data ...
SFDCDJ's user avatar
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-1 votes
1 answer
136 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
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0 answers
122 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
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0 answers
60 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
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0 votes
1 answer
394 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
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0 answers
61 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
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1 answer
50 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
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1 vote
1 answer
319 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
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0 votes
3 answers
772 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
63 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
70 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
96 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
682 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
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0 answers
364 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
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0 answers
76 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
188 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
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0 answers
130 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
  • 9,396
0 votes
1 answer
707 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
131 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
158 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
137 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
208 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
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0 answers
227 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
  • 3,170
3 votes
1 answer
846 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
67 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
152 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
356 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
1 vote
0 answers
644 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
1 vote
1 answer
1k 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
405 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
89 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
49 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