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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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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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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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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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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41
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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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1
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290
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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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27
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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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115
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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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35
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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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37
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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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59
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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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42
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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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169
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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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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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72
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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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32
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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/...
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22
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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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94
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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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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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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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67
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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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52
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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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188
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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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145
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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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62
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Filter by Formula
I'm relatively new to SaQL and come from a SQL background.
I wanted to automate some Wave reports without having to update a date manually so I wanted to know if it is possible to filter on a formula ...
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28
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How does the time zone fit into the Einstein STO?
If a customer is from Belgium, his ideal time is approximately 8am from STO analysis. Will the email go out at 8am in Belgium? Will the journey builder time zone be taken into consideration? as STO ...
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How do I add the Download in Excel and Download as Image to share Template in Analytics Studio
Unable to view “Download in Excel Format” and "Download as Image" lenses value table using Tableau CRM. Is there a permission that the user is missing?
Thank you.
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63
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Sort Order of Results on REST query of Datasets
I'm trying to understand the order of the results that come through when I execute the following query in WorkBench on Rest api.
/services/data/v54.0/wave/datasets
I'm aware that SOQL queries and ...
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80
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How to Write Analytics Apex Query for given SAQL Query?
This is working for me.
SAQL Query
q = load "oauths[0].Object_3_Id__c/oauths[0].Object_3_Current_Version_Id__c";
q = filter q by 'A_Year__c' >= 2021 && 'A_Year__c' <= 2022;
...
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30
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Query of indicator
Anyone can help me correct my query please?
I need to prepare one indicator field to show "Yes" when Email ! null and (Mobile Phone != null or Work Phone != null), else show "No".
...
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67
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Tableau Reports Checkbox Fields
Is there any way we can show checkboxes in tableau reports instead of the boolean values? I am creating a report using analytics studio and I want to display the checkbox fields as checkbox on the ...
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396
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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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272
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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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392
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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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79
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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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173
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Deployment of wave analytics Dashboard failing
I am getting an Error while deploying Wave Dashboard
below is the error
Unrecognized field "textWrap" (Class sfdc.insights.connect.api.input.dashboard.widgets.parameters....
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0
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76
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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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92
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Einstein Analytics/Connected App possibly showing logins every 5 seconds in login history for integration user
We have a connected app that we are using for devops that ever since we added it their new dashboard to track devop metrics, we are seeing login history records every 5 seconds with our integration ...
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1
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330
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Manual sorting of dimensions in Tableau CRM
I have two text field where values are numeric- 1,2,3...500. When creating a heat map, it's not sorted as field is dimensions. And they are not sorted in correct order.
Is there any way to sort the ...
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1
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483
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Einstein/Tableau CRM Date range binding filter by previous
I have a requirement where I'm using a Date widget as a binding to filter a table column.
I'm using binding {{row(Close_Date_1.selection, [0], ["min", "max"]).asDateRange("...
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259
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Can't deploy Tableau Dashboards using ANT - No Version Mismatch
To start with, I'd like to say that I have the same SF version between the source and the target orgs (Spring 22).
I'm trying to deploy a group of Einstein dashboards, and also dataflows, datasets and ...
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290
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Is it possible to let the user set a value for filter in Einstein Analytics dashboard?
Let's assume I am providing a filter widget which allows the user to select multiple accounts. I would need an option to let the user set the filter and next time when he logs in, filter remains same ...
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1
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86
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What is the best way to distribute same tableau dashboards, lenses, dataflows etc to different users(production) and orgs?
We are making development of Tableau dashboards, dataflows, recipes etc for one of our client in sandbox. Once development is finished then we will deploy them using changes sets in production.
We are ...
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I created a balance field in compute expression,I want to add a new filed in cmp exp and write SAQL to get balance till end of month any help please?
When I write SAQL query in an Einstein Analytics widget it is working fine but I need to implement the same logic in a field in Compute expression / Compute Relative;
SAQL QUERY IN THE WIDGET:
q=load “...
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20
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Tableau CRM: How to resolve scoring error in model manager
I created a story and model after a recipe ran successfully. When I click "Score Data" in Model Manager for that model it ran with some success and error. I want to see/know the errors. ...
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675
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Not able to fix the error "Recipe must specify a dataflow"
I had created a dashboard in one org and now i am trying to deploy it to a higher org environment using copado. I had created the dataset from a recipe so what i had done is that is that i had ...
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Editing messy SAQL - adding bindings
I have an interesting challenge on my hands. The solution I'm implementing required editing the SAQL in order to implement some subtotaling that isn't supported by the WYSIWYG...
Having done that, I ...
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105
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Einstein Analytics Dashboard
I am trying to add multiple tabs in einstein dashboard but i'm not getting from where we can add multiple tabs in einstein dasboard anyone please help me out
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232
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How to Hide Part of the X-Axis (Time Axis) in Bar Chart Tableau CRM?
I have a question about X-Axis in charts in Tableau CRM (Einstein Analytics).
I created a Time Combo chart with 3 calculations through a time line from 2019 to 2021. Amount the three calculations: the ...
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