I saw this in the Ohana Slack Group. Is there any truth to this, I certainly hope not?
22 respuestas
Salesforce has not and is not considering to set CRM Analytics to End-of-Life.
Yes, there are rumors in the market - they are simply wrong.
Grupos destacados
* CRM Analytics (fka Tableau CRM) *
We're configuring a connection to our data in Google BigQuery for a client, and have discovered something odd; when we configure with the "Google BigQuery Connector", we're unable to see views as objects. When we use the Google BigQuery Direct Connector" (Live), we're able to see views as objects to be selected.
Is this a known limitation of the "Google BigQuery Connector" vs. the "Direct Connector"? I can't find a reference to it in the documentation, but it's always possible it's something I missed.
3 respuestas
In our case, we didn’t want to depend on what the native connector exposed, so we used Skyvia to move the BigQuery data into a database first and worked from there. Different setup, but it avoided the connector limitation completely. Just sharing my solution, maybe useful for someone - https://skyvia.com/connectors/google-bigquery
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Hi,
I would like to know if we can embed a External Dashboard into Salesforce. We have a looker dashboard that sources data from multiple places. How do I expose per account on SFDC or a Wholistic view. Or Should I have recreate all in CRM Analytics?
Thanks In Advance
5 respuestas
I’d probably keep the Looker dashboard if it’s already bringing together data from multiple sources. If the main goal is to give users an account-level view inside Salesforce, I’d first look at whether embedding the existing dashboard can meet that need before rebuilding everything in CRM Analytics.
I’ve found this approach useful in other projects too. For example, with fit-out work, it often makes more sense to work with what’s already in place and improve the parts that need attention rather than starting everything from scratch.
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Hi all,
Recently I received an email from Salesforce on the subject I put in my header. I have read it several times and also clicked the added links but I cannot fully understand what the impact is here.
Not sure if this is about External Connectors to other Salesforce Orgs only or if it also about External Connectors to an Azure SQL database.
Also I am a bit surprised about the seemingly short notice on this change. Does anyone else have similar questions and/or an answer to my question
2 respuestas
Thanks Gerry,
It's just that when this is for SF to SF connections only I would have expected the message to state that clearly. Probably the distinction between External connectors and Database connectors is what I should look at.
Hello,
I have an object "ProjectProduct" with fields "Project" and "ProductLine" with data like this :
Project; ProductLine
Project 1; PL4
Project 1 ; PL6
Project 1; PL6
Project 1; PL9
Project 2; PL1
Project 3; PL1
Project 3; PL5
As you can see, a same product line could be displayed several times for a project.
In the recipe, I want to :
1) deduplicate the productLines for same project. In this exemple, PL6 for Project 1 has to be displayed once.
2) For each project, I want to know the number of productline by project :
Project | number of productline
Project 1 | 3
Project 2 | 1
Project 3 | 2
3) For each project, I want to have the list of ProductLine with delimeter ";"
Project | List productlines
Project 1 | "PL4;PL6;PL9"
Project 2 | "PL1"
Project 3 | "PL1;PL5"
Then in my dataset I need these values :
Project | List productlines | number productlines
Project 1 | "PL4;PL6;PL9"| 3
Project 2 | "PL1" | 1
Project 3 | "PL1;PL5" | 2
Thank in advance for your help
3 respuestas
Oh - yes, forget the final step:
Use another multi-row formula:
partition by project, sorted by size desc
function row_number() will mark the row with the highest amount of values with 1
finally filter on this row_number = 1
Hi All,
I have a requirement to provide
record-level access based on the role hierarchy. For this purpose, I have created list filters from the top-level role to the lowest level, such as Manager 1, Manager 2, … up to Manager 6.However, I am facing the following issues while implementing this logic:
- When I use a Left Join in the recipe, the recipe takes a long time to process and eventually fails.
- When I use Lookup (Multivalue), I receive the following warning:
“One or more cell values of the Mgr4Name field exceeded 32000 characters in length and had to be truncated in node OUTPUT0.”
The Mgr4Name field contains not more than 1,906 characters, which is causing the multivalue field to exceed the 32,000-character limit.
I have attached the recipe screenshot for reference. I have applied multivalue lookup join from 'Role ID Rung 1' to 'Role ID Rung 6' join.
Could you please suggest an efficient approach or alternative logic to implement the role-hierarchy-based record access while avoiding the 32,000-character truncation warning and ensuring the recipe completes successfully?
1 respuesta
Hi @Ramesh Katta, I've found a documentation and I think it could be similar to your use case: https://help.salesforce.com/s/articleView?id=analytics.bi_security_rowlevel_example_rolehierarchy.htm&type=5
However, it's done in a dataflow. Maybe it's easy to translate to the recipe.