Questions tagged [einstein-analytics]

Wave (new name Einstein Analytics) is Salesforce's cloud analytics tool which can be used with Salesforce Sales and Service cloud and other external data sets.

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14 views

LWC - Retrieving WAVE Dataset information

I'm trying to make a callout to /services/data/v45.0/wave/datasets in a lightning web component. I can successfully make the callout for the running user in apex using UserInfo.getSessionId() but ...
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25 views

Generate previous work day

I want to display sales from yesterday but the company is close Saturday and Sunday. So when the day is Monday I need to return Friday sales. But if the day is Tuesday I can return Monday sales. Is ...
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+50

Einstein Sentiment - Not precise

I have used Einstein Sentiment, passing the message(parameter) and hitting the endpoint "https://api.einstein.ai/v2/language/sentiment" to get the sentiment of the statement passed. Following are the ...
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15 views

YTD, ALL and Last 12 Month comparison

I want to check whether a customer is a prospect or client in a month, YTD or Year period based on when the customer was created. I have this code: q = filter q by 'ClientOrProspect' in ["Client", "...
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26 views

Filter soql step when embedded in lightning page

I have created a visualization in Analytics Studio for a custom object (e.g., CustomObject__c) using a SOQL to get access to the raw data. I now want to embed the visualization in a record page of ...
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12 views

Salesforce DX vs. Einstein Discovery Stories and Models

I am currently developing an app containing Einstein Discovery elements in a scratch org. When pulling the source code using sfdx, the story and models built are not included, as well as the Write ...
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1answer
27 views

Einstein Bot routing to agent with messaging channel

I have a requirement to use the Einstein Bots not only as a web chat, but would like to have customers initiate the conversation using a text message. So for example someone texts a keyword to a ...
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8 views

How to add Date Static Bindings

Simple Static Binding - "CreatedDate_Grouping_1": { "broadcastFacet": true, "label": "CreatedDate Grouping", "selectMode": "singlerequired", ...
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1answer
23 views

Enable Einstein Bots in the Developer org

I am not getting the option to enable the Einstein bot in the developer org following the steps mentioned in the trailhead[https://trailhead.salesforce.com/en/content/learn/projects/build-an-einstein-...
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1answer
14 views

Profile access on Custom Fields in Einstein Analytics

In Einstein Analytics, to see what field permission a User has on a Custom Field via Permission Sets can be achieved using combining FieldPermissions object and PermissionSetAssignment Object. But, I ...
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19 views

How to Add a Filter Static Binding in JSON Einstein Analytics

filter parameter in step - "filters": [ [ "Created Date Formula", [ [ ...
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28 views

Binding the Initial Filter Selection - Multi-value List Selector

I'm surfacing a list selector widget on my dashboard that allows a user to select a Year and Quarter in a single step. I want to bind an initial value to this list selector based on the derived date ...
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26 views

Formatting a derived measure that was calculated from multiple datasets

I understand how to format a derived measure using the XMD. But here, my derived measure comes from multiple datasets. Here is my SAQL: q = load "Dataset1"; q = group q by all; q = foreach q ...
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21 views

Einstein analytics: operation between 2 datasets, where there is no common field

I am trying to do a simple operation in Analytics that is to get dataset1 when group by a category (User Name) and divide this by a total amount of a dataset 2, 5500000 I am not familiar with SAQL, ...
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19 views

How can I see all my email activity & standard Salesforce tasks in one report/dashboard?

Right now my org's email activity is being handled exclusively by Einstein Activity Capture, and all other activity (like calls, demos, meetings, SMS) is being saved as individual Tasks & Events ...
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27 views

Einstein Analytics - Activity Type picklist values

I'm trying to create an Analytics report/dashboard to show all the activity types per Sales rep. Since they use Einstein Activity Capture, the emails are kept outside of standard Salesforce ...
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POST data to Analytics

Is it possible to POST data for a given dataset to Analytics? In the dataset resource description I can see that accepted methods are GET, DELETE and PATCH. Should I use different method?
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18 views

Get Fields usage in each report type

I would like to know how many fields are being used in each report type. Can we achieve(if Yes, how can we) how many fields are being used in each report type? Note : I am tying to get the solution ...
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40 views

How to embed Einstein Analytics dashboard in external website

goodnight. I'm using einstein analytics dashboards and I want to embed it to an external website, by the moment I'm testing it between two different orgs. first of all, I tried with a VF page to ...
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44 views

saql create bar segments

I would like to create stacked bar based on something a saql query like this: q = load "datasetname"; q = filter q by 'field1' == "false" and 'field2'=="homescreen"; q = filter q by date('...
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25 views

How to troubleshoot the connection error occurring while connecting data of AWS - RDS PostgreSQL with Salesforce in Einstein Analytics?

From Salesforce Einstein Analytics we are trying to connect the data through AWS-RDS PostgreSQL . So, AWS-RDS, is in the client intranet network as well as we have integration in between this two ...
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14 views

Scheduling Einstein to pull a report from a Dashboard and Email it out

Title says it all, I want to schedule a report to pulled from a dashboard and then be emailed to a specific person. Does anyone know a way of doing this? Possibly through flow builder?
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43 views

If I select a date how to get the time period between two dates (Start and end)

If I have two dates (Start and End) I want the values that are between the two dates once I select a date. For example if I choose a custom date then it should return the values that are between that ...
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16 views

Einstein Analytic - Display active filter in text widget

For a project I need to implement an active filter display for an analytic dashboard. If I'm working on Opportunity dataset and the user filter by CloseDate_Month = 01 (january) and then select the ...
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2answers
80 views

Einstein Vision issue when Creating the DataSet

I am trying to create a data-set using Einstein Vision API by following this trail. So i have successfully created the dataset by providing the following URL: https://developer.salesforce.com/files/...
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1answer
40 views

Permission Set Assignment in Salesforce Einstein Analytics Error

I created a Dataset in Einstein Analytics that simply gets data from Permission Set Assignment, nothing fancy. While Running the Dataflow I am getting the below error: Something went wrong while ...
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12 views

Einstein Dashboard Account Default

So I am trying to implement a dashboard for my sales account that has specific data based on which account the dashboard is inserted to. My problem is that I am not sure how to specify which data is ...
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28 views

Alias a GROUP BY column in an Einstein table?

I'm building an Einstein Dash with a data table that groups by a field on a related object (User record). It seems that I can't alias this column header because there is no Edit option on this column ...
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23 views

How exactly are the Einstein analystics external connectors secured?

I'm trying to connect einstein analytics to one of our local data servers. But network wont add the whitelist until they know how does this connection stay secure? And luckily for me not a single ...
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32 views

calculate time difference between status changes for Order History

Scenario We keep orders information into Salesforce and we have our own statuses too, whenever the order status changes in our Ecom system it updates that into Salesforce. I can get the timings via ...
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32 views

How to access Login History object from einstein analytics dataflow?

I have to create a report in Einstein Analytics where I can show the user's login details. For that I need to create a dataset using Dataflow and join User object with LoginHistory object in ...
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1answer
65 views

SAQL calculate average case close rate for einstein

Scenario So I want to display average case closing rate(for now in minute) on dashboard. What I've done So if I'm not wrong I can calculate the difference time like (closed date - created date) ...
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20 views

Einstein Dashboard: choosing (radar/metric) chart scales and polygon colours

I would like to do some simple (or so I thought) readability tweaks on a radar chart made on an Einstein Analytics dashboard. For starters, I would like to be able to set the axes scales manually. I....
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43 views

Einstein Analytics - Limit dashboard results to only subset of dataset from the most recent day

I am creating a dashboard to display the most recent day's worth of data. I have a sfdcDigest localized copy of a SFDC object that includes over a year's worth of records. I have a dataflow to create ...
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1answer
26 views

VRP using Einstein Analytics?

I wanted to know if we could use Einstein Analytics to solve vehicle routing problems. For example, how to minimize the cost of a trip, recommend ideal routes for pick-up and drop, maximize the ...
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66 views

Export Einstein Analytics Datasets

Is there a way to do an automatic export of records periodically from Analytics Datasets? I need to send the records to a Data Warehouse Server.
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30 views

Global variable using SAQL

Can global variables be used with SAQL? How can I see the value of the global variables in Wave Analytics?
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1answer
33 views

wave:selectionChanged behaviour in Summer '19

I'm creating a lightning app that interacts with an Einstein dashboard. The idea is that when a user filters data in the dashboard, a search is performed in an external system using the filtered data. ...
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30 views

cant Understand values inside SAQL Query?

I have a dashboard which was built using a template in one of its components. It was showing some wrong values. When I Explored it, I found this in SAQL query: q = load "Account_Revenue5"; q = ...
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24 views

SAQL statement fill does not support Week in dateCols

Analytics SAQL Reference says it supports the week for dateCols in fill statement of SAQL, however it does not support weekfield. Salesforce doc https://developer.salesforce.com/docs/atlas.en-us....
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39 views

Is it possible to save/persist data from an Einstein Dataset back to Salesforce?

We are building a Lightning application that will be used to show Einstein consolidated data to users. We want to either consume this data directly from Einstein (we know we can do that with Wave SDK ...
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9 views

How to extract 'Connect to Data'(Analytics) from one salesforce org and deploy into another salesforce org

This question is regarding Einstein Analytics. I created a 'Connect to Data' and a Data Recipe in one salesforce org. This steps created the dataset in that org. Then, I extracted the Data Recipe from ...
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28 views

How to create an auto increment field in Einstein Analytics

I want to add to my dataset an autoincrement field but I don't know how to. Is there any way to do this in the dataflow? Thanks in advance.
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53 views

Bindings measures from two datasets in Einstein Analytics

I've got a problem. I'm trying to display the "%" in my number widget. It's easy with only one dataset but in my case I got two datasets. I want to take the budget value from Budget and sales value ...
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8 views

Deactivate Integrated User created by Einstein Activity Capture

I enabled Einsteini Activity Capture temporarily (for half a day) and decided I didn't want to use it. I deleted the configuration and turned it off. I just discovered that the Integrated User that ...
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37 views

Multiple filters for same field in wave:update

I'm developing a Salesforce Aura component that updates an existing Wave Analytics dashboard whenever something changes within the component. Those changes may affect same field with several values ...
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22 views

Einstein Bot opens an external window not a popup

When I try to embed This code it works fine but in external window not as a popup in the page Could you help? <body > <h1>Cookbook Bot</h1> `enter code here`<a id="...
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34 views

Custom (re)ordering and modification of legend in origami charts of Einstein Analytics

Custom (re)ordering of legend/bar segments in Einstein Analytics Above is the current workaround solution for custom (re)ordering of legend bar segments in Einstein Analytics. I've managed to attain ...
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2answers
84 views

Sharing of Accounts in Enterprise Territory Management

I struggle a bit with the ETM topic. I have set up ETM in SF and defined the dataflow to cover ETM sharing logic (with security predicate) in Analytics. However when I checked for a specific user I ...
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1answer
52 views

Can I send data to Salesforce Analytics / Einstein as JSON and not CSV?

The Salesforce Analytics / Einstein API documentation says that in order to upload actual data to the datasets you need to prepare CSV files and JSON is used only for metadata. Is there any way to ...