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Questions tagged [tableau-crm]

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43 questions
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I am following this article which lauches the Tableau Viz from a Lightning Web Component - Tableau Insights Delivered Directly to Salesforce with Dynamic Data Security This uses Tableau Embedding API ...
Prakhar Saxena's user avatar
  • 796
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0 answers
23 views

I have embedded public tableau into salesforce using visualforce using tableau embedded url v2. but in the bottom its showing tool bar which i want to hide, i have added hideToolbar:true but still its ...
Afrose ahamed's user avatar
  • 87
-1 votes
1 answer
140 views

i'm using Tableau CRM to retrieve data and then call the method from LWC to download data into Excel Code : @AuraEnabled public static List<Records> getConsent(String accountId, String ...
Fark's user avatar
  • 45
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1 answer
103 views

I have an app which contains datasets, lenses, dashboards and models. One of the datasets contains discovery predict component which uses a model that is stored under same app. Template has been ...
Aman Verma's user avatar
  • 1
1 vote
1 answer
570 views

I am trying to embed a Tableau view, using embedding api v3 in Lightning communities bases on LWR. I have created an LWC component with the following markup and JS. The reason I am using LWC is that I ...
Mahmood's user avatar
  • 6,038
1 vote
2 answers
351 views

We are trying to build a salesforce crm analytics "embeddedapp" template type which can be auto installed in any subscribers org and added to a lightning record or home page. Where we are ...
TariqueH's user avatar
  • 100
0 votes
1 answer
468 views

I am finding it very hard to find the ways for deleting the records in CRMA dataset. It is totally unclear and there is no easy OOTB function for deleting the records.. Should i create a new dataset ...
Ravi Narayanan's user avatar
  • 660
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1 answer
2k views

I am trying to load data to CRM Analytics via external data upload using Middleware tools. I got an email saying 10k records failed and 90k records succeeded. Below is the email content "...
Ravi Narayanan's user avatar
  • 660
0 votes
1 answer
106 views

I want to display a piechart based on multiple measures . For ex , Total Revenue will be overall piechart segment length. Total Profit , Total Loss , Total discounts etc will be multiple segments in ...
Ravi Narayanan's user avatar
  • 660
-1 votes
1 answer
283 views

I have an opportunity and user-based recipes in the system, and I want to enable a local data sync to it. When I navigate to the data manager tab and try to schedule a recipe based on an event with ...
maharshi oza's user avatar
  • 83
0 votes
1 answer
1k views

I have an LWC integrated into my CRM analytics dashboard that displays data based on a compare table. The LWC is designed to display specific data based on global filter selections made by the user, ...
Ramon Melo's user avatar
  • 101
1 vote
0 answers
186 views

Is it possible to package a CRM Analytics Template that has a dashboard that uses LWC? I'm trying to create a 2GP extension package that has a CRMA Template and Lightning Web Components but I'm ...
Ana C. L.'s user avatar
  • 36
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1 answer
430 views

I am trying to create a new Data Processing Engine Definition. When I get to the second screen where it says "select the runtime platform" I'm presented with two choices: "CRM Analytics&...
SRenberg's user avatar
  • 153
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1 answer
292 views

We are pulling data from multiple sources into Tableau and would like to leverage the salesforce and tableau integration to push data back info our Salesforce account records. Is that possible? And ...
Jessica Kaiser's user avatar
  • 11
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1 answer
808 views

The project we're working on has a robust CI/CD pipeline (Circle CI) using scratch orgs for development Git branches. If approved, Pull Requests from dev branches are merged into an integration ...
Talkin Data's user avatar
  • 73

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