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#Analytics토론 중인 항목 36개

Suci Ihtisabi 님이 #Tableau Desktop & Web Authoring에 질문했습니다

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:

  •  If the selected Mission ID is milestone-based → show the milestone section. 
  •  If the selected Mission ID is not milestone-based → completely hide the milestone section. 
  •  When the section is hidden, I also want the empty space to collapse, rather than leaving a blank area. 
  •  The Mission ID list comes from the database, so new Mission IDs can be added over time. 
  •  Ideally, I want to keep the Mission ID as a filter dropdown, rather than requiring the user to manually change another Show/Hide parameter. 

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

답변 3개
  1. 어제 오전 8:13

    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.

0/9000

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.

답변 7개
  1. 10월 1일 오후 3:16

    Is this still a bug? How can we report or filter on all the  LightningURIEvents if it is not availbale in Analytics Studio?

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kuladeep sadhu 님이 #Agentforce에 질문했습니다

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

답변 4개
  1. 9월 30일 오전 9:20

    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? 

0/9000

Is anyone else in this group using Revenue Insights?  We are just implementing it.  It's a very cool template - but not very customizable.  

답변 6개
  1. 6월 11일 오전 6:45

    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.

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Suraj Demgunde 님이 #Sales Cloud에 질문했습니다

How can we cover attached method. can some help me in this.

 

test method cover

 

#Sales Cloud  #Marketing Cloud  #Analytics  #Nonprofit  #Trailhead  #Automation  #New Releases  #Integration  #AppExchange

답변 1개
  1. 9월 21일 오후 8:47

    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).

0/9000

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

 

 

CRMA End of Life?

 

 

답변 22개
  1. 2025년 5월 22일 오후 5:01

    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.

0/9000

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

답변 1개
  1. 9월 20일 오전 6:57

    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. 

     

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I need to create a formula field that updates a checkbox after verifying Company's value. I couldn't complete creating a formula field as it throws an error that the limit is 5000 characters. I want to query many company values and update the checkbox. Can someone please suggest an alternative to achieve this functionality?

 

Can I create a trigger or apex class? 

 

#Sales Cloud #Analytics #Automation #Integration Would creating that be affected by character limits as well?

답변 1개
  1. 9월 17일 오후 2:07

    Hi SidParnam,

    If you're maintaining a long list of company names in a formula, I wouldn't recommend moving the same large IF/OR logic into Apex. Apex doesn't have the formula field's 5,000-character limit, but hard-coding a large company list makes the solution difficult to maintain.

    A better approach would be to store the company values as configuration:

    • Create a Custom Metadata Type with the company name and the checkbox value.
    • Use a before-save Record-Triggered Flow to look up the company and set the checkbox.
    • If you need more complex processing or a very large dataset, Apex can also query the configuration and update the record.

    This way, adding or removing a company doesn't require changing and redeploying your formula/Apex code. 

     

    If you share approximately how many company values you have and whether the checkbox needs to update immediately when the Company field changes, we can suggest the simplest implementation. 

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#Trailhead  #Automation #TrailblazerCommunity #Trailblazers #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? 

답변 1개
  1. 9월 17일 오후 2:05

    Hi Rashi,

    Salesforce doesn't natively write files directly to an organization's shared network drive. A common approach is to use an external integration or middleware between Salesforce and the network location.

    For example:

    1. Schedule a Salesforce report/export or query the required records through the Salesforce API.
    2. Have an integration service retrieve the data on a schedule.
    3. The integration writes the generated CSV/file to the shared network drive for the bot to process.

    Depending on your environment, this could be implemented using MuleSoft, an ETL/integration platform, or a small scheduled service that uses the Salesforce API. 

     

    If the requirement is specifically for a scheduled Salesforce report export, rather than querying the data directly, the available options are different. Sharing the required file format, frequency, and whether middleware is already available would help determine the best approach. 

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Michael Dely 님이 #Service Cloud에 질문했습니다

I would like to change a rating from 5-star to 3-star.  I created a picklist titled, "Grade," and the values are 1,2,3.  Then I have a formula field with the following, 

 

IMAGE( CASE(Grade__c, "1", "/img/samples/stars_100.gif", "2", "/img/samples/stars_200.gif", "3", "/img/samples/stars_300.gif", "/img/samples/stars_000.gif"), "WAS Rating")

 

Even though I only selected 1,2,3 for my picklist and 1,2,3 in the formula, the field still shows 5 available stars.  I want this to show 3 available stars.  Please let me know how I can do this.  

 

Thanks, 

Mike

 

#Service Cloud  #Marketing Cloud  #Analytics  #Trailhead  #Automation

답변 1개
  1. 9월 17일 오후 2:03

    Hi Michael,

    The issue is that /img/samples/stars_100.gif, stars_200.gif, and stars_300.gif are Salesforce's sample images, and those images are based on the standard 5-star rating scale. Changing the picklist values doesn't change the number of stars in the image itself. 

     

    If you want a true 3-star display, you'll need to use your own 3-star image files as a Static Resource and reference those in the formula.

    For example:

    IMAGE(

    CASE(

    Grade__c,

    "1", "/resource/YourStarResource/star_1.png",

    "2", "/resource/YourStarResource/star_2.png",

    "3", "/resource/YourStarResource/star_3.png",

    "/resource/YourStarResource/star_0.png"

    ),

    "Rating"

    )

    Create the appropriate 0-, 1-, 2-, and 3-star images and upload them as a Static Resource. That way the displayed scale is actually limited to 3 stars. 

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