#CRM Analytics8 discutindo

Hi @SIVA Kishore

nothing in the standard widget palette (chart, list, toggle, date, range, number, text) creates a popup that intercepts interaction on load. What CRMA does give you natively are selection based filter widgets date, list, range, and toggle that let users filter results, and these can trigger selection bindings that dynamically change other query parameters, plus the ability to set initial filter selections that are applied when the dashboard first opens. 

None of that adds up to a true gate, though it pre selects or lets users filter, but users can still interact with every widget before making a choice, which breaks your requirement #6.  

What actually gets you the behavior you described: a custom LWC wrapper, not a dashboard internal component. 

The key distinction is where the LWC lives. Don't embed it as a widget inside the dashboard canvas embed the dashboard inside

an LWC on the Lightning App Page instead:  

1. Build an LWC for the App Page that, on connectedCallback, shows a modal (SLDS modal or the native lightning-modal overlay) with a Customer Name picklist/combobox.
2. Don't render the <lightning-analytics-dashboard> component at all until the user submits a selection - conditionally render it with if:true. This is what actually satisfies "no interaction before selection," since the dashboard genuinely isn't mounted yet, not just visually hidden.
3. On submit, close the modal and mount the dashboard, passing the chosen customer in as a filter - either via the dashboard component's filter/selection input, or via the query-string filter/selection syntax CRMA supports for embedded dashboards.
4. This pattern (custom LWC talking to a CRMA dashboard, Apex backed data lookups feeding the picklist) is a standard, well documented approach embedding LWCs into or alongside CRMA dashboards is explicitly supported.

If you want to avoid a custom component entirely, the closest declarative approximation is: a required Global Filter Panel widget with no default selection, paired with faceting so every other widget shows an empty/prompt state until a Customer is chosen. It's a real CRMA pattern and much less build effort, but it only discourages

interaction with unfiltered widgets it doesn't block it, so it won't fully satisfy your requirement #6 as written. Worth confirming with whoever owns this requirement whether that softer UX is actually acceptable before committing to the LWC build, since it's a meaningfully smaller lift. 

One thing to flag before you build either way: confirm whether this dashboard is embedded (Lightning App Page / Experience Cloud) or accessed directly in the Analytics Studio tab the LWC wrapper approach only works for the embedded case, since you need a page to host the wrapper component around the dashboard.

Hi Siva, one thing up front: standard CRMA has no true modal pop-up that fires automatically on dashboard load. So you achieve this by gating the dashboard behind a selection rather than an actual modal. Two clean ways: 

1. Selection page (closest to a pop-up). Make page 1 a simple Select a Customer page with just a list or dropdown widget and a heading, and put all your charts on page 2. Add a link or button widget that navigates to page 2. The user lands on the picker first, chooses a customer, then moves to the data. This gives the choose-first, cannot-touch-the-widgets-yet behavior you want. 

2. Gate on a single page. Keep everything on one page but bind every data widget to the customer list selection, and build the steps so they return no rows until a customer is chosen. Add a text widget saying Please select a customer so the empty state is clear. 

Gotcha to avoid: do not rely on Require Selection to leave it blank. If a query requires a selection and you set no initial selection, CRMA auto-selects the first value on open, so it will not sit empty waiting for the user. That is why the selection-page or bound-widget approach is more reliable for a true choose-first experience. 

if this helps, please mark it as the Best Answer so it helps the next person, thanks 🙂

In CRM Analytics you do not actually 'connect' separate dashboards, the pattern is to build ONE dashboard and use Global Filters to slice it by region/object/etc. How you get there depends on whether your regional dashboards sit on the same dataset or different ones: 

If they are all on the same dataset (the easy case): 

Create a single new dashboard on that dataset, add the charts/widgets you want, then add Global Filters (the filter panel in the dashboard editor) on Region, Object, and any other fields. Widgets built on the same dataset facet together automatically, so one Region selection filters everything at once. That gives you the 'one global dashboard, filter by region' behaviour you are describing. 

If each region is a separate dataset: 

You first need them in one dataset, otherwise a single Region filter has nothing common to filter on. Use a Recipe (Data Prep) to UNION the regional datasets into one combined dataset, and if a 'Region' column is not already on each, add it in the recipe so every row is tagged with its region. Then build your single dashboard on that combined dataset and add the Global Filters as above. Since you tagged Dataset Recipe, this is likely your path. 

A couple of pointers: 

- Global Filters live in the dashboard's filter panel and apply to every widget bound to that dataset, pin them so they persist. 

- If you keep widgets from more than one dataset in the same dashboard they will not auto-facet, you connect them with bindings, or cleaner, unify into one dataset via the recipe so faceting just works. 

Net: do not try to link the existing dashboards, rebuild as one dashboard on a single (recipe-combined, if needed) dataset, then Global Filters give you the region/object slicing. 

If this helps, please mark it as the Best Answer so it helps the next person. Thanks :)

@Melissa Loudon Please follow the below steps:

•  Open your CRM Analytics Recipe.
•  Navigate to the Dataset Output node. 
•  Open the Columns tab. 
•  Wait until the preview has fully loaded. 
•  Press F12 (Developer Tools). 
•  Open the Console tab. 
•  Paste the script below. 
•  Press Enter. 
•  A CSV file will automatically download.

Below is the script: 

(() => { 

    // Get output node name 

    let nodeName = "Recipe_Output"; 

    const title = 

        document.querySelector('[data-testid="recipe-node-title"]') || 

        document.querySelector('.recipe-node-title') || 

        document.querySelector('h1,h2,h3'); 

    if (title) { 

        nodeName = title.textContent.trim().replace(/[\\/:*?"<>|]/g, "_"); 

    } 

    // Find table 

    const table = document.querySelector("table"); 

    if (!table) { 

        alert("Columns table not found. Make sure the Output Node > Columns tab is open and fully loaded."); 

        return; 

    } 

    const rows = [...table.querySelectorAll("tr")]; 

    const csv = rows.map(row => { 

        return [...row.querySelectorAll("th,td")] 

            .map(cell => 

                `"${cell.innerText.replace(/"/g, '""').trim()}"` 

            ) 

            .join(","); 

    }).join("\n"); 

    const blob = new Blob([csv], { 

        type: "text/csv;charset=utf-8;" 

    }); 

    const link = document.createElement("a"); 

    link.href = URL.createObjectURL(blob); 

    link.download = `${nodeName}.csv`; 

    document.body.appendChild(link); 

    link.click(); 

    document.body.removeChild(link); 

    console.log(`Downloaded ${nodeName}.csv`); 

})();

Dear @Melissa Loudon

I haven't hear about a dictionary.

I did do a project where we used the Mohans Plugin to extract a lot data from the CRMA solution.

It does require some installing etc. and then pulling out CRMA data. 

I cannot recall if it can be automated to have a representative up2date dictionary.

Nonetheless, it could get you a long way.

Here is how to come about it.

https://www.salesforceblogger.com/2020/11/17/mohans-sfdx-plugin-for-analytics/

(and following for interst)

Hi @krishna vankayala,

If you're specifically using CRM Analytics, I don't think text boxes automatically respect the user's Salesforce language setting. 

One approach is to store the translated labels in a dataset and display them dynamically based on a language value, instead of using static text boxes.  

It takes a bit more setup, but it's easier to maintain than creating separate dashboards for each language. 

I'd also be interested if anyone has implemented this using the user's locale automatically rather than a manual language selection.

Hi @Bond Tran

,  

There’s no official Salesforce commitment  that CRM Analytics will get extra theming controls like custom fonts, circular buttons, hover animations, or custom preset theme packs. What is confirmed is that Salesforce Cosmos/SLDS 2 brings broader Lightning Experience branding options, but availability varies by product, and Salesforce says some products built on other platforms may continue using their existing UI.