Skip to main content
New
Stack Overflow Jobs powered by Indeed: A job site that puts thousands of tech jobs at your fingertips (U.S. only). Search jobs

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.

Filter by
Sorted by
Tagged with
0 votes
0 answers
25 views

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 ...
Mike Cuming's user avatar
0 votes
0 answers
30 views

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
  • 1
0 votes
1 answer
48 views

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 ...
user1149555's user avatar
-1 votes
1 answer
89 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
0 votes
0 answers
69 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
0 votes
0 answers
40 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
  • 1,864
0 votes
1 answer
241 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
0 votes
1 answer
59 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
-1 votes
1 answer
70 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
1 vote
1 answer
180 views

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 ...
Krishnan Mishra's user avatar
0 votes
0 answers
125 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
  • 9,346
0 votes
1 answer
618 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
116 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
1 vote
0 answers
207 views

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 ...
Vio's user avatar
  • 41
0 votes
0 answers
105 views

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 '...
Venkata's user avatar
0 votes
0 answers
29 views

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 ...
run_foster_run's user avatar
0 votes
0 answers
182 views

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 ...
Jannis Bott's user avatar
0 votes
0 answers
178 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
0 votes
0 answers
203 views

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 ...
Andrew Ryan's user avatar
0 votes
0 answers
195 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
-1 votes
1 answer
711 views

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-...
Eashwer B. Iyer's user avatar
0 votes
0 answers
217 views

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 ....
Ankit Thakur's user avatar
3 votes
1 answer
818 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
562 views

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 ...
Talkin Data's user avatar
0 votes
1 answer
166 views

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 ...
Deena Vicky's user avatar
2 votes
1 answer
786 views

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, &...
Christian Menzinger's user avatar
0 votes
1 answer
266 views

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, ...
Alexis Frisch'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
141 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
353 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
0 votes
0 answers
581 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
0 votes
1 answer
407 views

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 ...
Kira Sign's user avatar
-1 votes
1 answer
178 views

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 ...
petrick.hymans's user avatar
0 votes
0 answers
463 views

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 ...
El Drago'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
0 votes
1 answer
509 views

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 ...
Robert Sösemann's user avatar
4 votes
3 answers
377 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
139 views

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 ...
Nirav Shah's user avatar
2 votes
3 answers
272 views

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. ...
Robert Sösemann's user avatar
0 votes
1 answer
494 views

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?
Senthamizh's user avatar
1 vote
0 answers
870 views

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 ...
user117564's user avatar
0 votes
1 answer
774 views

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 ...
Mike's user avatar
  • 754
0 votes
0 answers
607 views

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 ...
manish's user avatar
  • 109
0 votes
1 answer
91 views

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 ...
Mateusz B's user avatar
  • 113
3 votes
0 answers
87 views

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 ...
Mateusz B's user avatar
  • 113
0 votes
0 answers
183 views

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 ...
KLM's user avatar
  • 33
0 votes
1 answer
607 views

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 ...
Tanmay Arora's user avatar
0 votes
1 answer
867 views

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("...
john lawrence catan's user avatar
0 votes
1 answer
373 views

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 ...
Emmanuel_M's user avatar

1
2 3 4 5
9