7
votes
Not able to fix the error "Recipe must specify a dataflow"
Who ever is facing this issue: There seems to be a bug regarding SFDX Metadata API and Tableau CRM. If you create a recipe sfdx pulls only the recipe NOT the required WaveDataFlow
You need to fetch ...
- 315
6
votes
Accepted
Develop & package TCRM apps for the AppExchange
In recent years, the product team for Tableau CRM Developer experience has worked to ensure the development workflow closely aligns with the regular Salesforce development.
Tools Needed
Salesforce ...
- 91.9k
4
votes
Accepted
Develop Analytics Templates in 1GP and 2GP packages
Should I go with 1GP or 2GP?
2GP.
Why?
Because 2GP is better than 1GP for virtually anything you want to do. You can associate package versions to branches in your repo. You can undo a bad version ...
- 502k
2
votes
Accepted
Unable to download Tableau CRM dataset as CSV from Digital Experience
So, after a lot of digging, I found that there are settings that control this behavior. First of all, it's everything and all the permission stuff above that needs to be done.
Second of all, make sure ...
- 145
1
vote
Develop & package TCRM apps for the AppExchange
Very comprehensive answer Mohith and Carl. Thanks so much. We, highly recommend templates although each analytics asset can be packaged individually. Upgrades, personalization etc can be challenging ...
1
vote
Accepted
Comprehensive documentation on creating embedded app template for CRM Analytics
We have been using embeddedapp template types for about 8 months now so we have collated a solid reference of materials that might be of use to you.
It can be difficult to navigate the many options ...
1
vote
Comprehensive documentation on creating embedded app template for CRM Analytics
This has worked pretty well for me https://appexchange.salesforce.com/learn/tableau-crm-packaging-for-isvs
Procure the license from your OEM org which is Analytics View Only Embedded App. It's a 0$ ...
- 11
1
vote
CRM Analytics - Unable to find error log download in Jobs Monitor
I ran into this same issue this morning. I was able to click the "Manage Dataflows" link listed at the bottom of the Data Manager left hand navigation menu (see first screen snip) which ...
- 11
1
vote
Error while trying to schedule a recipe for local data sync
What you're asking for isn't actually supported by CRM Analytics.
The Event-Based schedule is meant to be used for triggering dataflows after a Salesforce Local Connection syncs, not for kicking off a ...
- 2,487
1
vote
Data Processing Engine Runtimen platform choices grayed out
Data Pipelines was not enabled in the org!
Quick Start> Data Pipelines -> Getting Started -> Enable
Super embarrassing but glad there was an easy fix.
- 153
1
vote
Accepted
SFDX deployment of Salesforce Data Pipelines: Best Practices?
UPDATE: We started out with trying to do this using a scratch org flow, and so far so good. There are some small tweaks needed in the project-scratch-def.json file and it has been helpful to install ...
- 73
1
vote
Develop Analytics Templates in 1GP and 2GP packages
I also shared this question in the Partner Community and received two great insights:
Skip Sauls (Salesforce): You don't need a long-lived developer org. The template is
the source of truth. Spin up ...
- 38.2k
1
vote
Develop Analytics Templates in 1GP and 2GP packages
These are the mistakes I have made until I learned the hard way. Hope this helps.
Use the right tools
Salesforce Analytics Extension Pack
Salesforce Analytics CLI Plugin
Use Git right
Use ....
1
vote
Develop & package TCRM apps for the AppExchange
I have created Analytics Apps under both the first generation and current approaches.
In the early days, you had to package the underlying analytics assets - apps, dataflows, datasets, lens, ...
- 176
1
vote
Accepted
Error: extraneous " in field when loading csv into TCRM
SOLVED! What was happening was that the metadata file was being parsed as is, without any escaping. So, the following metadata.json file_format section:
{
"fileFormat": {
"...
1
vote
Accepted
Packaging the TCRM app template
The final answer here is that until salesforce adds the EclairGeoData to 2GP we cannot pack it.
To workaround it I used a standard map from salesforce and make transformations using Dataflow.
I have ...
- 113
1
vote
Accepted
Lightning Toast Message in Tableau CRM LWC Components
Even though it's not mentioned in the documents you linked, it's covered in the following documentation:
Getting Started with LIghtning Web Components
Perform Actions on a Salesforce Record from ...
- 22.8k
1
vote
Alternative of Tableau
No, you do not need to use Tableau nor Tableau CRM (they're distinctly different tools despite the name) to visualize Event Monitoring Data. A benefit of Tableau (Server or Online) is that it ...
- 4,112
1
vote
Accepted
Tableau CRM Dataflow: sfdcDigest or sfdcFilter to only return record with latest value on a date field
Turns out the solution was a Compute Relative node :)
- 21
Only top scored, non community-wiki answers of a minimum length are eligible