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小组* CRM Analytics (fka Tableau CRM) *
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* CRM Analytics (fka Tableau CRM) *

Welcome! This group is dedicated to your success with Salesforce CRM Analytics. Join the conversation here to stay up to date on the product, learn best practices, and everything in between. Use this group to review resources, ask questions, help each other, and share experiences. --------------------------------------- This group is maintained and moderated by Salesforce employees. The content received in this group falls under the official Forward-Looking Statement: http://investor.salesforce.com/about-us/investor/forward-looking-statements/default.aspx
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Praful Gadge (Unique System Skills LLC 的 Technical Architect)
昨天，15:56
Explore LightningUriEvent

We are trying to find out who all users visited/viewed specific Account in Prod. 

 

We tried to explore that through Analytics Studio > We connected LightningUriEvent object in data connector but when we run that it fails with below error. 

 

Something went wrong while executing the Sync_LightningUriEvent node: [error category: USER]: MALFORMED_QUERY: ;Id > '0xxxxx000000000' 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] (02xxxxxx0089ixxxAY_0xxxxxx000PxxxxEA3_300) 

 

Upon researching found that it is a big object and not supported in analytics studio - can you confirm? 

 

If yes, what is way forward? how can we see which all users viewed that Account.

1 个回答
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Marcel Hobizal (Consilio 的 Director, Salesforce Operations)
5月6日 21:17
Revenue Insights

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

6 个回答
  1. Ragini Shukla (Tata Consultancy Service (TCS))
    6月11日 06:45

    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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Jamie Zenker (Salesforce 的 Video Marketing, Senior Manager) 发布于 * Release Readiness Trailblazers *
8月28日 17:50

We’re happy to share Winter ‘27 Release resources! 🩵 

 

 

🚨 BONUS: Get ready for FeatureFest at Dreamforce! 🚨 Discover what’s new in the Winter ’27 release, get personalized feature recommendations, connect with experts, earn exclusive swag, and leave ready to get more from Salesforce – all in one exciting Dreamforce experience. Stay tuned – we’ll share more details next week!

 

Release Matrix can be found here: https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000pPZmY0AW

 

Overview deck can be found here: https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000jASjE0AW

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Randall King (Cellular Sales 的 Sr Analytics Manager)
2025年5月22日 15:41
CRMA End of Life?

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

 

 

CRMA End of Life?

 

 

22 个回答
  1. Roman Michalik (salesforce.com Germany GmbH)
    2025年5月22日 17:01

    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.

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Carole Bennett
2022年9月30日 15:42
Using Google BigQuery Connector - Views only visible with Live Connection?

We're configuring a connection to our data in Google BigQuery for a client, and have discovered something odd; when we configure with the "Google BigQuery Connector", we're unable to see views as objects.  When we use the Google BigQuery Direct Connector" (Live), we're able to see views as objects to be selected.

 

Is this a known limitation of the "Google BigQuery Connector" vs. the "Direct Connector"? I can't find a reference to it in the documentation, but it's always possible it's something I missed.

3 个回答
  1. Adam Sinim (PixelCraft)
    9月13日 13:48

    In our case, we didn’t want to depend on what the native connector exposed, so we used Skyvia to move the BigQuery data into a database first and worked from there. Different setup, but it avoided the connector limitation completely. Just sharing my solution, maybe useful for someone - https://skyvia.com/connectors/google-bigquery

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Sanjana Rajasekar (N28 Technologies 的 Associate Consultant)
2025年3月25日 01:14
Embed a Looker Dashboard onto Salesforce

Hi,  

 

I would like to know if we can embed a External Dashboard into Salesforce. We have a looker dashboard that sources data from multiple places. How do I expose  per account on SFDC or a Wholistic view. Or Should I have recreate all in CRM Analytics?  

 

Thanks In Advance 

@* CRM Analytics (fka Tableau CRM) *

5 个回答
  1. Jimmy Menk
    9月7日 15:29

    I’d probably keep the Looker dashboard if it’s already bringing together data from multiple sources. If the main goal is to give users an account-level view inside Salesforce, I’d first look at whether embedding the existing dashboard can meet that need before rebuilding everything in CRM Analytics.

    I’ve found this approach useful in other projects too. For example, with fit-out work, it often makes more sense to work with what’s already in place and improve the parts that need attention rather than starting everything from scratch.

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Alvaro Mattos (Sottama Tecnologia Ltda 的 Managing Partner)
9月8日 12:24

Excellent example for improving performance when using WhatsApp, especially for those with many agents using this tool. Enable subtitles in your language and 1080p quality: 

 

https://www.youtube.com/watch?v=kHTemjVWEG0&list=PLYStC_2TZBSU

  

Excellent example for improving performance when using WhatsApp, especially for those with many agents using this tool. Enable subtitles in your language and 1080p quality: https://www.youtube.

 

 

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Jamie Zenker (Salesforce 的 Video Marketing, Senior Manager) 发布于 * Release Readiness Trailblazers *
9月2日 18:52

FeatureFest is coming BACK to Dreamforce for its second year!  

 

✨ Take a personalized feature match quiz and discover innovations tailored to your needs 

🎤 See what’s new in action with live demos 

📺 Join Release Readiness Live sessions throughout the day 

🎁 Grab exclusive swag (and some snacks!) 

 

📍 Moscone West, Level 2 

 

Come see what’s new. Find your next favorite feature. Get ready for what’s next.FeatureFest is coming BACK to Dreamforce for its second year! ✨ Take a personalized feature match quiz and discover innovations tailored to your needs 🎤 See what’s new in action with live demos 📺 Jo

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Jan van Oudheusden (Eurofiber 的 Lead Data Engineer)
8月31日 09:29
Migrate CRM Analytics Connectors to OAuth Before Winter 27 - which connectors exactly?

Hi all, 

Recently I received an email from Salesforce on the subject I put in my header. I have read it several times and also clicked the added links but I cannot fully understand what the impact is here. 

Not sure if this is about External Connectors to other Salesforce Orgs only or if it also about External Connectors to an Azure SQL database. 

Also I am a bit surprised about the seemingly short notice on this change. Does anyone else have similar questions and/or an answer to my question 

 

2 个回答
  1. Jan van Oudheusden (Eurofiber)
    9月7日 07:23

    Thanks Gerry, 

    It's just that when this is for SF to SF connections only I would have expected the message to state that clearly. Probably the distinction between External connectors and Database connectors is what I should look at.

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