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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

Thank you for joining today's release webinar about what's coming with Winter'27 in CRM Analytics. 

 

We discussed topics like 

- flexibility for end users with tables 

- XMD settings for Data360 

- the new Gantt chart type 

and completely new capabilities coming with the new CRMA MCP server. 

 

For those who couldn't attend, this is the recording: 

Webinar: What's new in Winter'27 in CRM Analytics - Option 2 (English) 

Recording link:

salesforce.webex.com/salesforce/ldr.php?RCID=22c021d71dfa23df0cbeb19fb19d0502

 

Password: Winter27

1 comentario
  1. Hoy, 10:30

    @Roman Michalik

    thanks for sharing the recording. 

    Our org is on Winter 27 release now, a few questions: 

    1. Unable to edit Data Cloud object label, only Copy API Name, anything need to do/enable? 

    2. Regarding D360 subscription, I also do not see option for Subscription, but only this, anything to enable?

    thanks for sharing the recording. Our org is on Winter 27 release now, a few questions: 1. Unable to edit Data Cloud object label, only Copy API Name, anything need to do/enable? 2.

     

     

    I see this article

    https://help.salesforce.com/s/articleView?id=release-notes.rn_bi_email_subscriptions_data_cloud_live_connector.htm&release=264&type=5 it mentioned "Choose hourly, daily, weekly, or monthly delivery", how to get/enable hourly delivery?

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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

33 comentarios
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I'm trying to bring in an image for each row i.e. the "Location Image".    For each row, my station image is stored in a rich text field. Has anybody been able to achieve something similar?  

 

 

Record Images in CRMA

 

 

3 respuestas
  1. 6 oct, 16:25

    It depends on the amount of images - but you can upload several pictures combined in a zip-file via the image upload screen in CRM Analytics. But then you have to find a way to join the image links to the data, which might require a mapping table.

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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.

2 respuestas
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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 respuestas
  1. 11 jun, 6:45

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

 

 

CRMA End of Life?

 

 

22 respuestas
  1. 22 may 2025, 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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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 respuestas
  1. 13 sept, 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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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 respuestas
  1. 7 sept, 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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23 comentarios
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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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