Questions tagged [einstein-analytics]
TABLEAU CRM previously known as Wave or Einstein Analytics is Salesforce's cloud analytics tool which can be used with Salesforce Sales and Service cloud and other external and internal data sets.
430 questions
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Google Analytics 4 User Id tracking along with page_view event
public with sharing class AnalyticsTracker { private static final String MEASUREMENT_ID = 'G-XXXXXXXXX'; // Your GA4 Measurement ID private static final String API_SECRET = 'xxxxxxxxxxxxxxxx'; // ...
1 vote
1 answer
298 views
Programmatically updating a CRM Analytics Dataset
I am trying to upload a dataset in CRM Analytics that cannot be added via a normal DataFlow (ContentDocumentLink). It seems like I can only update the label and description using a Patch method with ...
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1 vote
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Agentforce standard actions Error
We are encountering issues while trying to add agent actions in the SDR Agent (CTA REP) configuration. Specifically, when we attempt to add standard agent actions like Get a Record, the actions are ...
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1 vote
0 answers
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Date Binding issue in CRM Analytics
I'm currently working on a dashboard project in CRM Analytics, where the goal is to filter one date field based on the selection of another date field within the same dataset. Right now, I'm applying ...
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3 votes
2 answers
1k views
How to pass values into the "LWC CRM Analytics Dashboard" component?
I'd like to use a CRM Analytics dashboard filtered by values from the page it is contained in e.g. the record ID from a details page. The "LWC CRM Analytics Dashboard" component (screen shot ...
- 138k
3 votes
1 answer
298 views
CRM Analytics (AKA Wave, Einstein) packaging questions
This is a question on CRM Analytics that run directly in the Salesforce org. I have a simple dashboard referencing Salesforce Objects directly (no datasets or lenses involved). Looking at the metadata ...
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1 answer
723 views
When using CRM Analytics with local Salesforce data, how do you avoid the dataset refresh delays?
I'd like to present a some charts that reflect the latest data entered into an org using CRM Analytics. Introductory CRM Analytics documentation focusses on the use of datasets, but datasets can be ...
- 138k
0 votes
1 answer
199 views
Salesforce Einstein Discovery Model/story on CRMA dataset combining multiple objects
Hi Team, I wanted to create Einstein discovery(ED) Model for Client Churn. So i created CRMA recipe to gather details from 3+ objects.(Account,Task,ChildCustomObj1 etc.). So when I created model on ...
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0 votes
1 answer
319 views
how can we change color of specific column values in salesforce analytics lens
In Salesforce Analytics, I have configured an action for the 'Case Number' column in a lens. I want to change the color of this column, similar to the blue color used for hyperlinks, so that users can ...
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0 votes
1 answer
468 views
How to delete records in Einstein Analytics Dataset
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 ...
- 660
0 votes
1 answer
2k views
CRM Analytics - Unable to find error log download in Jobs Monitor
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 "...
- 660
0 votes
1 answer
106 views
PieChart with Multiple Measures
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 ...
- 660
-1 votes
1 answer
283 views
Error while trying to schedule a recipe for local data sync
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 ...
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1 vote
1 answer
505 views
How to get search strings from global search?
Is there any way in Salesforce to get what the users are searching in Salesforce? I want to extract search terms from standard global search as well. PS: External tools such as SPLUNK, and Google ...
- 563
0 votes
1 answer
1k views
Lightning Web Component in CRM Analytics not being refreshed correctly when global filter changes in the dashboard
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, ...
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