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Sanjana Rajasekar (Associate Consultant en N28 Technologies) preguntó en * CRM Analytics (fka Tableau CRM) *
25 mar 2025, 01:14
Embed a Looker Dashboard onto Salesforce

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 

@* CRM Analytics (fka Tableau CRM) *

5 respuestas
  1. Jimmy Menk
    7 sept, 15:29

    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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Emily Wyatt
2 sept, 01:35
Marketing Cloud Form Submission Reporting

Hi, 

 

I am trying to get some reporting on our form submissions. I have tried the Analytics reports "Form Submission Event" and "Individual with Form Submission", to see how many times (and ideally when and by who) our forms are being filled out. When I try either of these reports, they only return 22 or 24 items, however I know we have had around 300 submissions. There are no filters on that I am adding. I am unsure how I can see this information. 

 

Thanks! 

 

#Analytics  #Marketing Cloud

4 respuestas
  1. Deepak Sachdeva (Nubys Tech)
    2 sept, 12:14

    Hi Emily,

    This mismatch usually comes down to one of two things:

    1. Hidden default date filter (most likely cause) — many Data Cloud/Analytics report templates carry an implicit time-range filter (e.g., trailing 7/30 days) that isn't shown as a visible chip. Open the report in edit mode, check the lens/query for a date condition, and widen or remove it.

    2. Ingestion gap — go to Data Cloud > Data Lake Objects > your Form Submission stream > Data Explorer, and check the row count there directly. If it's already ~22-24 at that level, the issue is upstream in ingestion (check the Data Stream's refresh history for a partial/failed run), not in the report.

    Also worth noting: "Individual with Form Submission" counts by resolved Individual, not raw event — so if your Identity Resolution match rules are broad, some submissions may be consolidating under fewer unified profiles. That's expected for that report specifically, but it wouldn't explain a similar gap on "Form Submission Event," which should be event-level.

    Start with the date filter check — that resolves this in most cases.

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kuladeep sadhu preguntó en #Agentforce
18 ago, 09:31
Does Agentforce Analytics in Agentforce Studio require a Data Cloud license

We are evaluating Agentforce Analytics in Agentforce Studio and would like to understand the licensing requirements. Is a Data Cloud license

required to use Agentforce Analytics, or can it be used with standard Agentforce licenses? If Data Cloud is required, which specific Data Cloud permissions, editions, or features are needed? 

 

#Agentforce  #AgentforceBuilder  #Analytics

3 respuestas
  1. Liza Daniel
    19 ago, 09:19

    It would be helpful to know whether standard Agentforce licensing covers the basic analytics features or if Data Cloud is required. 

    A clear breakdown of the required edition, permissions, and specific Data Cloud features would make the licensing decision much easier.

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Valerie Zivich (Data Analyst en Sequoia Financial Group) preguntó en * CRM Analytics (fka Tableau CRM) *
4 ago, 19:57
Dataflow: How to create a date field - 6 months prior

Hello, 

I'm currently trying to create a date field in a dataflow to calculate the month end date 6 months prior to another field. For example: 

 

Existing_Date_Field

= 2026-06-30 

Desired_Result

= 2025-12-31 

 

I'm struggling to find a combination of functions that gets me this result. Has anyone tried to do something similar and could you share your SAQL expression?  

 

 

Thanks!

9 respuestas
  1. Valerie Zivich (Sequoia Financial Group)
    5 ago, 20:40

    Posting a solution incase anyone is trying to solve the same issue in the future. It may not be the most simplified solution, but it does give the correct results: 

     

    month_last_day(toDate(
    (case
    when string_to_number(date_to_string(toDate(Existing_Date_Field_sec_epoch), "MM")) <= 6
    then number_to_string(string_to_number(date_to_string(toDate(Existing_Date_Field_sec_epoch), "yyyy")) - 1, "0000")
    else number_to_string(string_to_number(date_to_string(toDate(Existing_Date_Field_sec_epoch), "yyyy")), "0000")
    end)
    + "-" +
    (case
    when string_to_number(date_to_string(toDate(Existing_Date_Field_sec_epoch), "MM")) <= 6
    then number_to_string(string_to_number(date_to_string(toDate(Existing_Date_Field_sec_epoch), "MM")) + 6, "00")
    else number_to_string(string_to_number(date_to_string(toDate(Existing_Date_Field_sec_epoch), "MM")) - 6, "00")
    end)
    + "-" + "01",
    "yyyy-MM-dd"))
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Ciara Brennan (Senior Program Manager en Salesforce) publicó en #Agentforce
17 ago, 13:54

Upcoming webinar | Aug-18-2026 

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 with @Zachary Stauber, @Cristina Mondini and @Ankur Sah

  

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#Agentforce  #Salesforce Developer  #TrailblazerCommunity  #Analytics  #Salesforce Admin

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Shravani Muthe (Na en Na)
11 ago, 12:58
CRM Analytics currency conversion behaving differently for custom objects.

Hi everyone,    I’m stuck on a currency conversion issue in Salesforce CRM Analytics and could use some help debugging it.    I have a custom Salesforce object with a Total Price field of type Currency. The records also have different CurrencyIsoCode values.    When I bring this object into CRM Analytics, CRMA automatically converts the Total Price values into our organization’s currency, which is EUR.    The problem is that the converted values have a lot of variance compared to what I expect.    My assumption is that CRMA should be using the latest exchange rates from either the DatedConversionRate object or the CurrencyType object, depending on how the currency conversion is configured.    What makes this confusing is that I also have the standard Opportunity object in CRMA. The currency conversion there looks correct and is much closer to the expected values.    So I’m trying to understand:    How exactly does CRM Analytics perform currency conversion for custom objects?    Which exchange rate does it use — CurrencyType, DatedConversionRate, or something else?    Does the behavior differ between standard objects like Opportunity and custom objects?    Is there anything specific I need to configure in the dataset/recipe to make sure the correct exchange rate is being applied?    What would be the best way to debug where the incorrect conversion is happening?    I’ve already compared the original Total Price, CurrencyIsoCode, and the expected exchange rates, but I’m still unable to figure out why the custom object conversion is so different from Opportunity.    Any pointers on where to look would be really helpful!   

 

@* CRM Analytics (fka Tableau CRM) * 

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Patricia Pegus (Business Analyst en Launchpad) publicó en Salesforce Business Analysts
11 ago, 01:59

Hi everyone — reaching out to this community as I explore my next role.

I’m a CBAP-certified Business Analyst with 20+ years of experience across federal government, FinTech, and SaaS, and I also hold Salesforce Business Analyst and SAFe Agile certifications. My background includes Salesforce flows and SOQL, data mapping, UAT leadership, and compliance documentation, with growing hands-on experience in AI and automation tooling.

I’m open to Senior BA, Product Analyst, BA/PM Hybrid, and Product Owner roles. If you know of anything open, or are hiring, I’d love to connect — happy to share my background in more detail.

Thanks for reading, and good luck with your own searches too.

#Integration #Trailhead #Analytics #Automation
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Jing Chen (Business Analyst en Savant Systems) preguntó en * CRM Analytics (fka Tableau CRM) *
22 jul, 14:15
Is it possible to split a string and duplicate other columns in Recipe or Dataflow?

Hi All, I would like to achieve the screenshot transformation of a dataset in Recipe or dataflow . Is it possible? 

Screenshot 2026-07-22 at 9.54.02 AM.png
7 respuestas
  1. Jing Chen (Savant Systems)
    7 ago, 20:38

    Thank you. Yeah I went back to my SF developer and said I can't do this in Analytics. He will build the Bug-Case relation for me in SF. 

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Randall King (Sr Analytics Manager en Cellular Sales) preguntó en * CRM Analytics (fka Tableau CRM) *
22 may 2025, 15:41
CRMA End of Life?

I saw this in the Ohana Slack Group. Is there any truth to this, I certainly hope not? 

 

 

CRMA End of Life?

 

 

20 respuestas
  1. Roman Michalik (salesforce.com Germany GmbH)
    22 may 2025, 17:01

    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.

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Michael Adzovic preguntó en * CRM Analytics (fka Tableau CRM) *
27 jul, 17:39
"A Recipe Must Specify a Dataflow" Change Set Error

Hi, everyone-- 

 

We are trying to move some CRMA assets from our DEV to our TEST environments and we are getting the following error

A Recipe Must Specify a Dataflow. 

 

 

Does anyone know what this error means?  We are completely perplexed (and frustrated) because our recipes are independent of dataflows and we want to be able to move our CRMA assets between environments via change sets. 

 

Any guidance or experience would be greatly appreicated.  

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