Questions tagged [einstein-analytics]
TABLEAU CRM previously known as Wave or Einstein Analytics is Salesforce's cloud analytics tool which can be used with Salesforce Sales and Service cloud and other external and internal data sets.
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CRM Analytics Plus permission set licenses are in use
I am trying to complete the following module.
Prepare the Org for CRM Analytics
I am up to this part "Prepare the Org for CRM Analytics" Step 7.
I received an error that "All CRM ...
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Deploying CRM Analytics App & it's associated Template metadata make Source App N/A in Template
I'm trying to set up a CI/CD pipeline with multiple orgs for developing an CRM Analytics App & Template.
So my flow is to build an App & some Dashboards in Dev 1 org, and then using the App ...
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JOIN two dataset adding 1 column in SAQL
I am quite new in salesforce SAQL and I'm wondering how to combine in the simplest way two dataset with the following logic.
I have D1 with almost 10 columns. All are important and one of them has ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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": {
"...
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66
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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 ...
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Einstein Activity Related Records
I have read a lot on EAC over the last few days,
I was really interested in logging emails sent from the system to the custom object I'm sending it from.
I know you can't as the emails are stored in a ...
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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 ...
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how can we change color of specific column values in salesforce analytics lens
In Salesforce Analytics, I have configured an action for the 'Case Number' column in a lens. I want to change the color of this column, similar to the blue color used for hyperlinks, so that users can ...
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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 ...
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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 ...
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82
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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 ...
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580
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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
"...
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66
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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 ...
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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 ...
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284
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How to get search strings from global search?
Is there any way in Salesforce to get what the users are searching in Salesforce?
I want to extract search terms from standard global search as well.
PS: External tools such as SPLUNK, and Google ...
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135
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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 ...
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770
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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, ...
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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 ...
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290
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Getting insufficient access rights on cross-reference id when deploying Analytics Dataset components
Just created a scratch org and now attempting to deploy an entire wave folder, with one app, multiple datasets, and one dashboard.
None of the Analytics Dataset metadata components want to deploy and ...
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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 ...
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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
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Can I transpose columns to rows in a SFDC report?
If I dont have Einstein Analytics, and I want to report on a single object, and transpose few columns into rows, with rest of the fields repeating, is this possible in another method in the Out-of-the-...
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250
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Open Rate for App Push Notification is showing as 0% for iOS and Android
Currently, we are facing the challenge that the open/open rate is coming as 0 in Salesforce. We have also set SFMCSdk.mp.setNotificationRequest(response.notification.request) But we had not enabled ....
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880
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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 ...
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625
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SFDX deployment of Salesforce Data Pipelines: Best Practices?
The project we're working on has a robust CI/CD pipeline (Circle CI) using scratch orgs for development Git branches. If approved, Pull Requests from dev branches are merged into an integration ...
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i want to show the analytics dashboard in vf page
I want to show the analytics dashboard in vf page ,but i have to show the dashboard dynamically based on the passing the dashboardId in url.please tell me how to show dynamically using dashboardId in ...
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Wave Dashboard can't be retrieved - CLI error is not understandable
We are trying to retrieve WaveDashboard components with the sfdx cli.
The response from the CLI when using sfdx force:source:retrieve -m WaveDashboard is the following:
{
"status":0,
&...
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321
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Einstein Analytics / Analytics Studio (Tableau) - Accessing Event Logs for Flow Executions
We are looking into using the Analytics Studio (Tableau) to create dashboards related to System Performance. One item we'd like to drill down further is the runtime on automations (WFRs, PBs, Flows, ...
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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 ...
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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 ...
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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 ...
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691
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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?
...
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508
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Retrieving product recommendation with B2C Commerce Einstein API
I am using B2C Commerce Einstein API https://developer.salesforce.com/docs/commerce/einstein-api/overview for salesforce commerce cloud
And I want to retrieve products recently viewed for logged in ...
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Collect tracking code implemented on the pages but data is not returned on the reporting tab in the web recommendation
Good morning team!
I am assisting the customer in the implementation of the tracking collection code for travel data usage
according to him, the code has already been implemented in the pages but when ...
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595
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Writeback error in Data Processing Engine
I am facing an error in the Writeback Object node of a DPE model. This is the first time I am trying out DPE and encountered this error. The writeback object node is not writing back anything. I tried ...
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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 ...
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Reset all Global Filters of (embedded) TCRM Dashboard
My Managed Packaged contains a TCRM Dashboard with 10+ Global Filter options. As the Dashboard is delivered in the Embedded Licence, users can not use features of Analytics Studio and must rely on the ...
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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 ...
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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 ...
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151
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How to debug SAQL Logs in Einstein Analytics dashboard
I am getting one issue in my Analytics Dashboard. The percentage calculations are going beyond 100 (the result is coming as 34,795.04%). I want to debug the SAQL.
Enable SAQL Logs in the Browser
I ...
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284
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Develop & package TCRM apps for the AppExchange
Many years ago, when Tableau CRM (TCRM) still was called Einstein Analytics, I created a Managed Extension Package leveraging it. It was complicated to understand what could be packaged and what not. ...
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571
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Account Forecast VS Advanced Account Forecast in Manufacturing Cloud
What is the significant difference between an Account Forecast and an Advanced Account forecast in the Manufacturing cloud?
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Tableau CRM/CRM Analytics: Unable to open the [Dashboard Name]
Without apparent reason, if not creating a new recipe that compiles the same datasets already created by another recipe, when I tried to open the dashboard relying on those datasets:
At first, all ...
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Can I use coalesce with a binding expression in a variable in a custom SAQL query?
I'm writing a custom SAQL query with bindings in order to total some categories that are made in a list elsewhere on the dashboard. Here's my query so far; it has the same binding expression multiple ...
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635
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Customize list filter
I have a list filter in dashboard there I have around 50 values. Now out of 50 there are five values which ‘Japan 20’, ‘Japan20’, ‘Japan2020’, ‘Japan-20’, ‘Japan_20’. Now in list filter I want to ...
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