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* CRM Analytics (fka Tableau CRM) *
Hello. I installed the Event Monitoring app from CRM Analytics in my Production organization.
CRM Analytics only returns records from internal objects, but it doesn’t seem to have visibility into the event log (.csv) objects. There are thousands of records in the event objects. Where might the problem be?
Hi Experts,
Need some clarity on below ask.
What is the road map or future of CRMA Analytics? As CRMA has own storage will it be replaced by Data cloud?
How Salesforce will apply AI First and Zero Copy concept on CRMA in future.
5 answers
From what I've seen, Salesforce seems to be positioning CRMA and Data Cloud to work together rather than replacing one with the other. Data Cloud handles unified data and zero-copy access, while CRMA is still the analytics and visualization layer.
I'm also curious how much of the future AI experience will be built directly into CRMA versus relying on Data Cloud and Agentforce behind the scenes.
Is anyone else in this group using Revenue Insights? We are just implementing it. It's a very cool template - but not very customizable.
3 answers
I didn't want to jump in here as I was thinking that real life experiences from customers would be more interesting than just my (more technical) view on it.
In general, you can use the out-of-the-box dashboards as a starting point and adjust everything to your needs, like adding filters, charts or whatever.
What would you like to adapt,
@Marcel Hobizal?
Hi,
I'm looking to build Financial Models in CRMA - just wondering if anyone has done this? ...I'm particularly interested in how to go about creating a corkscrew and if there's a way to do that without using tons of unrelated number widgets.
Example corkscrew - Carried Forward = Previous month's Brought Forward, Opening Brought Forward is a number (from a query), subsequent month's b/f = the sum of that month's c/f and movement.
Can this be done with a table or would I need to build a custom LWC?
1 answer
If it doesn't have to be in columns, but rows: you can do this with windowing functions in a compare table.
Ok, I have two tables. one is a summary list of items, the second is a detail list of transactions which shows the transaction for an item selected in the first table.I'm trying to find a way to either...
• Default the Detail table to show no results before an item is selected in the Summary table
or
• create some kind of mask so the widget appears to not be present until an item in the Summary table is selected
I've tried adding the following to my SAQL query but it doesn't work...
q = filter q by 'Item.ItemId' == "!{lens_9.selection.Item.ItemId}";
lens_9 is my Summary table and Item.ItemId is the selected field in the Summary table.I've tried several things suggested by AI and I can't find anything in the documentation.The Summary table needs to be un-filtered as an initial state so that all the data is visible.Any help on this would be greatly appreciated!
2 answers
I'd say the best option from user experience perspective is the second option you described: show the details table only when you select something in the first table.
This can be achieved using pages and widget interactions:
- create the first tabel and whatever you want to display in your dashboard
- clone the page and add the details table wherever needed
- select the first table on the first page and find the tabe "interactions" on the properties panel on the right.
- define the action for the "select" action to navigate to the second page.
- check the "go back when unselect" option.
I know its not best practice (but I need to develop in live environment as need live data). Currently I delevlop dev dashabards and deploy to production version by copy/pasting json.
This works fine - but I know it does not transfer condional formatting (which I have to recreate manually)
Is there a 'proper way of doing this - firstly within same org and in the future between different environments. Needs to move anatrics deployemtns to same release/version control methodology as the rest of out development.
Have looked at Saleforce CLI with Anytics plug-in and used CaptG{T/Claude - but cannot find a definitive answer.
Many years ago I was given a method using workbench
To extracxt metadata from the dashboard
/services/data/v66.0/wave/assets/0FKWS0000003PUv4AM/xmds/asset
Then manually removing everything apart form conditionalFormatting within dimensions and then suurounding by {
"xmd":
}
Deployment of data as floows to live dashboard
/services/data/v66.0/wave/dashboards/0FKWS0000003PWX4A2
There has to be a better/safer/repeatable way when migrating anaytics assets. Any ideas?
7 answers
The reason your conditional formatting vanishes is because it lives in the Extended Metadata (XMD) layer, which maps directly to the underlying dataset, while your layout structure and queries live within the Dashboard JSON.
Hi Everyone,
I’m new to CRM Analytics and wanted to ask if there is a way to dynamically control filter behavior based on a “View By” list selector widget.
In my dashboard, I have a View By list selector widget in the second row. Based on the value selected there, I would like the third-row list selector widgets to update dynamically. These list selectors include Year, Reporting Year, Semi-Annual, Reporting Semi-Annual, Q4_Q2, Quarter, and Month.
For example, if the user selects Year in the View By list selector widget, I would like only the Year list selector to be available or visible, while the other unnecessary list selector widgets are hidden, disabled, or restricted. If the user selects Quarter, then only the related Quarter
list selector should be available or visible.
Is there a recommended way to make this behavior dynamic in CRM Analytics? I have also attached an image of the dashboard for reference.
Thanks in advance!
1 answer
I'm assuming you are using a custom query and binding to apply the "view by" selection to the table.
You could doe the same for another query which is then displayed with a list selector.
So when you select view by year, the list selector query would show the different values from the year dimension. When you change the view by, the list filter will also change and show the values from the selected dimension.
This way you would minimize the number of list selectors to only one, depending on the "view by" selection.
I am looking to change how a filter on a dashboard works. I am using a collect_set derived field based on picklist values to create a filter of all value options, but when selecting multiple values on one filter, I need each value to work on AND logic rather than OR logic. For example, if using a filter for Degree School and selecting Management and Nursing , I would need to see individuals who have degrees from both Management and Nursing, not one or the other as it's currently functioning. Any tips would be appreciated. Thank you!