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Hi all,

 

has anyone ever had experience with integrating NBA metrics with CRM Analytics Dashboards? Our customer does not want us to configure standard Reports or Dashboards in the CRM.

 

Unfortunately, it's not possible to sync via Data Connection both the "Recommendation Reactions" and the "Recommendation Strategy Metrics" Objects (Error: INSUFFICIENT_ACCESS: sObject type 'RecommendationResponse' is not supported.).

 

A workaround could be creating the Reports and then making the CRM Analytics Dashboard directly query them to visualize the widgets. Another one could be pulling NBA tracking data from the Connect API and then leveraging the External Data API to create the datasets in CRM Analytics (but it requires some custom Apex development).

 

Thanks!

 

@Kel Wetherbee

@* CRM Analytics (fka Tableau CRM) * @Next Best Action

1 resposta
  1. 2 de fev. de 2023, 14:58

    Update: I saw that CRM Analytics Dashboards support issuing direct queries against the "Recommendation Response" sObject (see image below): creating widgets in this way could be a reasonable compromise, but maybe there's a better way to visualize those data.

     

    I still cannot see the "Recommendation Strategy Metrics" sObject, neither in the Data Connections (Data Manager) nor in the Dashboards.

     

    Thanks!

    Update: I saw that CRM Analytics Dashboards support issuing direct queries against the

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