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* CRM Analytics (fka Tableau CRM) *

Welcome! This group is dedicated to your success with Salesforce CRM Analytics. Join the conversation here to stay up to date on the product, learn best practices, and everything in between. Use this group to review resources, ask questions, help each other, and share experiences. --------------------------------------- This group is maintained and moderated by Salesforce employees. The content received in this group falls under the official Forward-Looking Statement: http://investor.salesforce.com/about-us/investor/forward-looking-statements/default.aspx
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Jamie Zenker (Video Marketing, Senior Manager en Salesforce) ha publicado en * Release Readiness Trailblazers *
28 ago, 17:50

We’re happy to share Winter ‘27 Release resources! 🩵 

 

 

🚨 BONUS: Get ready for FeatureFest at Dreamforce! 🚨 Discover what’s new in the Winter ’27 release, get personalized feature recommendations, connect with experts, earn exclusive swag, and leave ready to get more from Salesforce – all in one exciting Dreamforce experience. Stay tuned – we’ll share more details next week!

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Jan van Oudheusden (Lead Data Engineer en Eurofiber)
31 ago, 9:29
Migrate CRM Analytics Connectors to OAuth Before Winter 27 - which connectors exactly?

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 

 

1 respuesta
  1. Gerry Vilop (Elevate Digital)
    4 sept, 10:20

    I was confused by that email too. From what I can tell, it’s about connections to another Salesforce org that still use username/password. Your Azure SQL connection shouldn’t be affected. I’d just check your Connections list for any Salesforce ones using the old login method.

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Jamie Zenker (Video Marketing, Senior Manager en Salesforce) ha publicado en * Release Readiness Trailblazers *
2 sept, 18:52

FeatureFest is coming BACK to Dreamforce for its second year!  

 

✨ Take a personalized feature match quiz and discover innovations tailored to your needs 

🎤 See what’s new in action with live demos 

📺 Join Release Readiness Live sessions throughout the day 

🎁 Grab exclusive swag (and some snacks!) 

 

📍 Moscone West, Level 2 

 

Come see what’s new. Find your next favorite feature. Get ready for what’s next.FeatureFest is coming BACK to Dreamforce for its second year! ✨ Take a personalized feature match quiz and discover innovations tailored to your needs 🎤 See what’s new in action with live demos 📺 Jo

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Jacinta Burke (Laid off - former Director, Content Strategy en Salesforce) ha publicado en * Release Readiness Trailblazers *
17 ago, 17:47

Winter '27 release notes are live.  

 

Winter '27 release notes are live.

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Stephane DEMAISON (PO CRM Analytics en LEGRAND SNC)
27 ago, 13:09
Count lines and list of value in my dataset

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
  1. Roman Michalik (salesforce.com Germany GmbH)
    27 ago, 15:03

    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 

     

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Ramesh Katta (CRM Analytics Consultant en Accenture)
24 ago, 4:23
Warning exceeding 3200 for recipe

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?

 

Warning exceeding 3200 for recipe 

image.png

 

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Sanjana Rajasekar (Associate Consultant en N28 Technologies)
25 mar 2025, 1:14
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) *

4 respuestas
  1. Harry Goyal (Data-Bridge)
    20 ago, 17:18

    I’d keep Looker if the dashboard is already built and working. Recreating everything in CRM Analytics feels unnecessary unless there’s a specific Salesforce requirement for it.  

     

    Another route we’ve used is bringing Salesforce data into Looker Studio through Skyvia (https://skyvia.com/data-integration/analyze-salesforce-with-looker-studio), especially when the reporting already combines data from several places. For the per account view though, I’d still first see if you can pass the Account ID into the embedded dashboard as a filter.

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Susan Keifline (Application Systems Analyst en University of Maryland, Robert H. Smith School of Business)
19 ago, 20:26
Trying to transform a multivalue field in a recipe

I am struggling with transforming a multivalue picklist into a new field to use in a recipe. Ultimately, I am trying to transform that multivalue field so I can do a count for each program of interest. However, in the very first transform node I am getting an error that says "Your formula uses a field that doesn’t exist. Update or remove the fields ;." 

 

I am using this video as guide to help with this -

https://www.youtube.com/watch?v=gEOsRYBdiQQ

. But I am really at a loss on why I am getting this error for the field that does exist and it is not letting me more forward in my recipe. 

  

Any insight on what settings I could be overlooking?  

 

Thank you!  

  

 

 

Trying to transform a multivalue field in a recipe

 

 

7 respuestas
  1. William Brown (JPW Consulting)
    20 ago, 2:27

    If that worked than you were creating a string from a multivalued, not creating a multivalue from a string.  Either way glad you git it :)

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Valerie Zivich (Data Analyst en Sequoia Financial Group)
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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Shravani Muthe (Na en Na) ha preguntado en #Analytics
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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