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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
質問する...
Ramesh Katta (Accenture の CRM Analytics Consultant)
8月24日 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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Jacinta Burke (Salesforce の Director, Content Strategy) が「* Release Readiness Trailblazers *」で投稿
8月17日 17:47

Winter '27 release notes are live.  

 

Winter '27 release notes are live.

12 件のコメント
  1. Jason Samuels (W4Sight)
    昨日、20:03

    @Nandita Shah what help do you need? I have a python script handy that I used before to scrape all the descriptions into the matrix, could help with that, also open to trying to help however else is needed. Feel free to email me at jsamuels@w4sight.com to discuss outside the forum.

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Sanjana Rajasekar (N28 Technologies の Associate Consultant)
2025年3月25日 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 件の回答
  1. Harry Goyal (Data-Bridge)
    8月20日 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 (University of Maryland, Robert H. Smith School of Business の Application Systems Analyst)
8月19日 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 件の回答
  1. William Brown (JPW Consulting)
    8月20日 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 (Sequoia Financial Group の Data Analyst)
8月4日 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 件の回答
  1. Valerie Zivich (Sequoia Financial Group)
    8月5日 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 の Na) が「#Analytics」で質問
8月11日 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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Jing Chen (Savant Systems の Business Analyst)
7月22日 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 件の回答
  1. Jing Chen (Savant Systems)
    8月7日 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 (Cellular Sales の Sr Analytics Manager)
2025年5月22日 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 件の回答
  1. Roman Michalik (salesforce.com Germany GmbH)
    2025年5月22日 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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Harshit Sahu (IBM の Salesforces Developer)
8月4日 17:37
Binding a global date filter to a chart using a different date field in CRM Analytics Dashboard

Hi all, 

I have a global date filter named Date 1 on my dashboard. Most of my charts use the same date field, and they respond correctly to this filter. 

However, I have one chart component that's built on a different date field. When I change the global Date 1 filter, this specific chart doesn't update — it stays on its own static date range. 

I want to bind Date 1's selected range to this chart's date field, so the chart dynamically filters based on Date 1, even though the underlying field is different from what the other charts use.  

 Is this the correct way to bind a global filter's selection to a chart filtering on a

different

date field?  

 

  1. Is there a supported/documented pattern for this (translating one filter's selection onto a different field), or a video walkthrough anyone can point me to?

 

Any guidance, docs, or working examples would be really helpful. 

 

2 件の回答
  1. Sayantani Mitra (Conservice LLC.)
    8月4日 17:54

    Have you tried using Connected Data Sources?  

     

    Have you tried using Connected Data Sources?

     

     

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SUMESH SINGH (Ved) が「#CCDDEE」で質問
7月31日 16:34
CRMA Flat Gauge: Right Section Color Not Found in Dashboard JSON

Hi Everyone, @* CRM Analytics (fka Tableau CRM) *

I am creating a flat gauge in a CRM Analytics (CRMA) dashboard, but I'm unable to change the color of the right section of the gauge.

I used a color picker and found that the hex code for this section is #CCDDEE. However, I searched the dashboard JSON for this hex code and couldn't find any reference to it.

Could anyone please let me know where this color is configured or if it's a default system color that cannot be customized? 

If there is a way to change it, I'd appreciate any guidance.  

CRMA Flat Gauge: Right Section Color Not Found in Dashboard JSON

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