Trying to locate sources.
Thanks!
Start with the official exam guide, then test yourself with exam-style questions. QA4Exam has practice questions with a free demo. https://www.qa4exam.com/salesforce-qa
Trying to locate sources.
Thanks!
Start with the official exam guide, then test yourself with exam-style questions. QA4Exam has practice questions with a free demo. https://www.qa4exam.com/salesforce-qa
Hi! I’m trying to embed a Tableau Cloud dashboard in Salesforce so that users can view the dashboard without having to authenticate separately with Tableau.
From what I understand, using Tableau Embedding + Tableau View requires SSO configuration with a dedicated user account, which I don’t currently have available.
Is there a way to configure authentication using an external application or Tableau Connected App so that users can access the embedded Tableau dashboard without having to reauthenticate with Tableau Cloud?
Any guidance on the recommended approach would be greatly appreciated. Thank you!
#CRM Analytics #Tableau Cloud #Salesforce Admin #Analytics
Diego, that OAuth 2.0 trust connected app is the path I'd point Kathy to for the standard Tableau LWC. Once Tableau Embedding is set up in Salesforce and Enable Single Sign-On is on, the component handles the handshake. She doesn't need a separate token service for that route.
Kathy, the trusted URL and the site ID get the viz onto the page. Each person still needs their own Tableau Cloud user with access to the workbook. The connected app doesn't create those users.
Hi, I’m working on a data visualization assignment using a Gaming and Mental Health dataset. My dashboard compares gaming addiction risk level with average daily gaming hours, average sleep hours, and average social isolation score.
Does the dashboard story flow clearly from gaming behavior to sleep and social isolation? Are the chart titles, color use, and takeaway statement easy to understand? Any suggestions for improving layout or readability?
#Tableau Desktop & Web Authoring #Analytics
I also have the same question about the overall flow of the dashboard. I think connecting gaming addiction risk with average daily gaming hours first and then moving into sleep hours and social isolation makes sense because it gives the viewer a natural progression from gaming behavior to possible related outcomes. I would mainly make sure each chart has a title that clearly tells the viewer what they are looking at rather than using short or generic labels. The takeaway statement should also be easy to understand on its own, so someone who has not seen the dataset before can quickly understand the main pattern without having to interpret every chart first.
For the layout, I would try to keep the most important comparison visually prominent and make the other charts support that main story rather than competing for attention. Using the same color meaning throughout the dashboard would probably make it easier to compare the different risk levels, while too many colors could make the story harder to follow. I’d also check spacing, font sizes, axis labels, and whether any chart has unnecessary elements that could be removed. Overall, the story sounds clear, but I’d be interested in seeing how other people would arrange the charts so the connection between gaming behavior, sleep, and social isolation is immediately noticeable. A similar approach can be useful when looking at Free Fire beta, where keeping important information and comparisons visually clear can make it easier to understand what is changing between different versions or gameplay elements. Perfectly stated here ffbeta.io
Hi everyone,
I’m working on a Tableau dashboard where users select a Mission ID using a filter dropdown.
Some Mission IDs are milestone-based, while others are not.
I have a field [Milestone Rank], and the condition for a milestone-based Mission ID is:
COUNTD([Milestone Rank]) > 0
I have a separate dashboard section containing several milestone-related charts. What I want is:
I tried using Dynamic Zone Visibility, but Tableau does not show my Boolean calculated field as an available value for “Control visibility using value.”
I also tried a Boolean parameter for Show/Hide, but then the user has to manually change the parameter every time they select a different Mission ID, which isn't practical.
Is there a way to make Dynamic Zone Visibility respond automatically to the selected Mission ID while keeping the Mission ID as a filter?
If not, what would be the recommended Tableau approach for achieving:
Mission ID filter → detect whether milestone exists → automatically show/hide a dashboard zone → collapse the space when hidden?
Thanks!
#Tableau Desktop & Web Authoring #Reports & Dashboards #Tableau Cloud #Automation #Analytics
Chris's Set and FIXED LOD approach looks like the right solution.
One additional dashboard-layout point: if the milestone section contains multiple worksheets, place all of them inside a single tiled layout container and apply Dynamic Zone Visibility to that container rather than to each worksheet individually.
That way, when the Boolean calculation returns False, the entire milestone section is hidden and the surrounding tiled content can use the released space.
Hello,
I want to see who is watching which record in Salesforce. Therefore I have Analytics Studio. I want to run my dataflow LightningUriEvent (which is from SF) but it always give me an error: "Something went wrong while executing the Sync_LightningUriEvent node: [error category: USER]: MALFORMED_QUERY: ;Id > '0bh000000000000' ORDER BY Id ASC LIMIT 1 OFFSET 249999; ^;ERROR at Row:1:Column:72;field 'Id' can not be sorted in a query call [error category: USER] [error code: 213] (02K9X0000033g0zUAA_03C9X000003DS9dUAG)"
What can I do about it? I didn't change anything. I just used this dataflow in a recipe with another object.
Is this still a bug? How can we report or filter on all the LightningURIEvents if it is not availbale in Analytics Studio?
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
There is a request from an internal team at the organization to send a report extract from Salesforce to a shared network drive within the organization for a bot to pickup. Is there a way to automate this within Salesforce?
Is anyone else in this group using Revenue Insights? We are just implementing it. It's a very cool template - but not very customizable.
We’re seeing the same experience. Revenue Insights is a strong out‑of‑the‑box template with great prebuilt dashboards and KPIs, but it’s not very flexible for direct customization.
The best approach is to use it as a foundation—keep the standard dashboards and build custom reports/dashboards in CRM Analytics for your specific needs. Most deeper customization happens in the underlying data layer rather than the template itself.
How can we cover attached method. can some help me in this.
#Sales Cloud #Marketing Cloud #Analytics #Nonprofit #Trailhead #Automation #New Releases #Integration #AppExchange
Hi Suraj,
To write a unit test for a @future (callout=true) method, you need to mock the HTTP callout (using HttpCalloutMock) and enclose the execution between Test.startTest() and Test.stopTest(). Salesforce runs all asynchronous methods (like future methods) called within startTest() and stopTest() synchronously right when Test.stopTest() executes.
Here is an example test class structure to cover your method:
1.Create a Mock Callout Class:
Mock Implementation.
Create a mock class that implements HttpCalloutMock to return a fake JSON response simulating your patchCall output (ensuring it contains 'state' => 'Success' and a valid JSON structure with an id field).
2.Prepare Test Data and Context:
Test Setup.
In your test method, insert a test Bid_Review_Request__c record so that the update brUpdate; statement can successfully find and update a record in the database.
3.Wrap in Start/Stop Test:
Execution and Assertion.
Assign your mock, wrap the future method call inside Test.startTest() and Test.stopTest(), and assert that the record was updated successfully.
Apex
@isTest
private class NewProjectHandlerTopUpTest {
// 1. Mock class for HTTP callouts
public class MockHttpResponseGenerator implements HttpCalloutMock {
public HTTPResponse respond(HTTPRequest req) {
HttpResponse res = new HttpResponse();
res.setHeader('Content-Type', 'application/json');
res.setStatusCode(200);
// Construct JSON response matching the parser requirements
res.setBody('{"state": "Success", "resBody": "{\\"id\\": \\"12345\\"}"}');
return res;
}
}
@isTest
static void testNewProjectHandlerTopUp() {
// Create test record to satisfy update operation
Bid_Review_Request__c testReq = new Bid_Review_Request__c(
Name = 'Test Project'
// Add required fields for Bid_Review_Request__c here
);
insert testReq;
Map<String, String> recordMap = new Map<String, String>{
'ID' => testReq.Id,
'Name' => 'Test Project'
};
// Set mock callout
Test.setMock(HttpCalloutMock.class, new MockHttpResponseGenerator());
Test.startTest();
// Calling the future method
YourClassName.newProjectHandlerTopUp(recordMap, '{"test":"json"}', 'destination', 'WBS123');
Test.stopTest(); // Future method executes here
// Assertions to verify the record was updated
Bid_Review_Request__c updatedReq = [SELECT WBS_Project__c FROM Bid_Review_Request__c WHERE Id = :testReq.Id];
System.assertEquals('12345', updatedReq.WBS_Project__c, 'The WBS Project code should be updated successfully.');
}
}
(Note: Replace YourClassName with the actual name of the Apex class containing your future method).
I saw this in the Ohana Slack Group. Is there any truth to this, I certainly hope not?
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.
I am trying to disable by using autocomplete="Off" but its now working can anyone help with this i am using this under lightning record edit form
#Sales Cloud #Service Cloud #Marketing Cloud #Analytics #Nonprofit #Trailhead #New Releases #Integration #AppExchange
Hi Vikrant, autocomplete="off" isn't supported directly by lightning-input-field because it doesn't expose the underlying <input> element's autocomplete attribute.
If you need to control autocomplete, you can use lightning-input instead of lightning-input-field and set:
<lightning-input
type="text"
autocomplete="off"
name="myField">
</lightning-input>
If you need to keep lightning-record-edit-form and lightning-input-field, you generally can't reliably disable the browser's autocomplete through the component attribute.
If you can share which field you're trying to disable autocomplete for and what browser you're testing in, I can suggest a more specific workaround.