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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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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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 ...
- 9,187
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141
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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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82
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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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57
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Window Calculations in SAQL
I'm new to SAQL. I'm seeing a reference example where they are calculating three months ago: sum(sum(A)) over ([-3..-3] partition by Manager_Name order by ('DATA_DT_Year', 'DATA_DT_Month')) as '...
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19
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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 ...
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105
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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 ...
- 846
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107
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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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Is there a way to transfer filter values between different analytics dashboards that are on different lightning tabs?
We currently have different analytics dashboards embedded in aura tabset components. There are also different lightning tabs with the same aura tabset component layout/function that also have multiple ...
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108
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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
...
- 3,152
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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 ...
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444
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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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139
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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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64
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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 ...
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42
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Increasing Einstein STO data quality
Will throttling a send over several hours work or do I need to break up one send into several distinct sends to increase the STO data quality?
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556
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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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361
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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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86
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Cannot see einstein analytics dashboard in einstein bot performance tab
I have download einstein bot by value package from app exchange and created a dashboard in Analytics studio but i cannot see the analytics dashboard in einstein bot performance tab.
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587
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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,
&...
- 2,451
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199
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SAQL - group by rollup with sorting
im learning and using T-CRM( Salesforce Analytics ) recently .
and having problem with sorting rollup result .
1. first i load dataset and group by two colum. (region / storename )
I used sum() ...
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94
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How to use multivalue fields in computeexpression- TCRM
I have a requirement to build a table chart using the data from 3 different datasets. There are 15 fields in total which are to be displayed in the table
Now, these 15 fields are common fields as ...
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159
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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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65
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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 ...
- 37.3k
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110
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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 ...
- 37.3k
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1
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326
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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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85
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Einstein Recipe column value transformation formula (First letter to uppercase and rest should be lower case in a shipping city name)
I am using the following formula :
UPPER(LEFT("Account.ShippingCity", 1)) &
LOWER(RIGHT("Account.ShippingCity", LEN("Account.ShippingCity") - 1))
to transform the ...
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531
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"The request body is either invalid or incomplete."
I'm using the analytics studio to build a dashboard right now. I put 2 reports about campaign influence, that I created via "Reports", one for customers and one for prospects. I want to put ...
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373
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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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289
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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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1
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143
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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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277
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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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799
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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 ...
- 37.3k
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23
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Hide TCRM template artefacts for users with no "licence"
I want to add a TCRM / CRM Analytics / Wave/ Einstein dashboard to my managed package and let subscribers pay for it. The official solution proposed by Salesforce is going with a regular Managed ...
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353
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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 ...
- 37.3k
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84
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Download Analytics Lens (report) as PDF
I was attempting to create a PDF download functionality for CRMA lens using this Analytics API
but actually the below get me a 404 error on workbench when I follow the above link.
/analytics/download/...
- 3,152
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26
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Use Extension package to add TCRM to 1GP app?
I want to enhance my existing 1GP Managed package with TCRM/CRM Analytics features that some but not all of my subscribers will use. I am yet undecided about whether to give those add-ons away for ...
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294
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Salesforce Report Options for Notes and Attachments with a Custom Object
I have a requirement to show a report for notes and attachments which are associated with a parent custom object.
with salesforce reports its a limitation and we cannot link notes and attachments with ...
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3
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290
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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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31
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Analytics - Link click tracker
I have an Einstein chat bot on an experience site. Within the Dialogs there are various links to articles.
I would like to track if someone (Lead or Contact) were to click on any of these links.
I see ...
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86
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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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118
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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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237
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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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380
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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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720
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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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591
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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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538
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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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Packaging the TCRM app template
I'm currently working on a 2GP Managed Package that bundles Einstein Analytics (a.k.a. Tableau CRM) artifacts like templates, dashboards, datasets, dataflows.
For Map Chart I have custom Map in ...
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85
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Packaging Einstein/Tableau artifacts in 2GP Managed Extension fails
I'm currently working on a 2GP Managed Package that bundles Einstein Analytics (a.k.a. Tableau CRM) artifacts like templates, dashboards, datasets, dataflows.
When I upload a new version using SFDX ...
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