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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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Valerie Zivich (Data Analyst at Sequoia Financial Group)
Aug 4, 7:57 PM
Dataflow: How to create a date field - 6 months prior

Hello, 

I'm currently trying to create a date field in a dataflow to calculate the month end date 6 months prior to another field. For example: 

 

Existing_Date_Field

= 2026-06-30 

Desired_Result

= 2025-12-31 

 

I'm struggling to find a combination of functions that gets me this result. Has anyone tried to do something similar and could you share your SAQL expression?  

 

 

Thanks!

8 answers
  1. Valerie Zivich (Sequoia Financial Group)
    Yesterday, 8:40 PM

    Posting a solution incase anyone is trying to solve the same issue in the future. It may not be the most simplified solution, but it does give the correct results: 

     

    month_last_day(toDate(
    (case
    when string_to_number(date_to_string(toDate(Existing_Date_Field_sec_epoch), "MM")) <= 6
    then number_to_string(string_to_number(date_to_string(toDate(Existing_Date_Field_sec_epoch), "yyyy")) - 1, "0000")
    else number_to_string(string_to_number(date_to_string(toDate(Existing_Date_Field_sec_epoch), "yyyy")), "0000")
    end)
    + "-" +
    (case
    when string_to_number(date_to_string(toDate(Existing_Date_Field_sec_epoch), "MM")) <= 6
    then number_to_string(string_to_number(date_to_string(toDate(Existing_Date_Field_sec_epoch), "MM")) + 6, "00")
    else number_to_string(string_to_number(date_to_string(toDate(Existing_Date_Field_sec_epoch), "MM")) - 6, "00")
    end)
    + "-" + "01",
    "yyyy-MM-dd"))
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Harshit Sahu (Salesforces Developer at IBM)
Aug 4, 5:37 PM
Binding a global date filter to a chart using a different date field in CRM Analytics Dashboard

Hi all, 

I have a global date filter named Date 1 on my dashboard. Most of my charts use the same date field, and they respond correctly to this filter. 

However, I have one chart component that's built on a different date field. When I change the global Date 1 filter, this specific chart doesn't update — it stays on its own static date range. 

I want to bind Date 1's selected range to this chart's date field, so the chart dynamically filters based on Date 1, even though the underlying field is different from what the other charts use.  

 Is this the correct way to bind a global filter's selection to a chart filtering on a

different

date field?  

 

  1. Is there a supported/documented pattern for this (translating one filter's selection onto a different field), or a video walkthrough anyone can point me to?

 

Any guidance, docs, or working examples would be really helpful. 

 

2 answers
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SUMESH SINGH (Ved) asked in #CCDDEE
Jul 31, 4:34 PM
CRMA Flat Gauge: Right Section Color Not Found in Dashboard JSON

Hi Everyone, @* CRM Analytics (fka Tableau CRM) *

I am creating a flat gauge in a CRM Analytics (CRMA) dashboard, but I'm unable to change the color of the right section of the gauge.

I used a color picker and found that the hex code for this section is #CCDDEE. However, I searched the dashboard JSON for this hex code and couldn't find any reference to it.

Could anyone please let me know where this color is configured or if it's a default system color that cannot be customized? 

If there is a way to change it, I'd appreciate any guidance.  

CRMA Flat Gauge: Right Section Color Not Found in Dashboard JSON

8 answers
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SUMESH SINGH (Ved)
Jul 23, 12:49 PM
CRM Analytics: Compare Table Sorts Correctly with yyyy-MM-dd but Not dd/MM/yyyy

Hi everyone,  @* CRM Analytics (fka Tableau CRM) * 

I'm implementing sorting in a CRM Analytics Compare Table(with SAQL), but I'm facing an issue with the dd/MM/yyyy date format.

The original date field is in yyyy-MM-dd format. I tried the following approaches:

  1. Created a derived Date/DateTime field in the Recipe and formatted it as dd/MM/yyyy.
  2. Changed the date format at the dashboard level as well.

However, sorting is still not working correctly when the date is displayed in dd/MM/yyyy format.

Has anyone encountered this issue before? If so, could you please share how you resolved it or what approach worked for you? 

 

Thanks in advance!

3 answers
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Jing Chen (Business Analyst at Savant Systems)
Jul 22, 2:15 PM
Is it possible to split a string and duplicate other columns in Recipe or Dataflow?

Hi All, I would like to achieve the screenshot transformation of a dataset in Recipe or dataflow . Is it possible? 

Screenshot 2026-07-22 at 9.54.02 AM.png
5 answers
  1. Roman Michalik (salesforce.com Germany GmbH)
    Jul 31, 8:00 AM

    Would be interesting to know, from where you get the original data structure with the concatenated Case IDs. Wouldn't there be any way to receive the data with a combination of Bug and Case - meaning exactly in the desired format? 

    If the data is coming from Salesforce objects, this should be possible ...

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Drew Hibbard (Data Science Engineer at Coalition)
Oct 2, 2023, 10:09 PM
Date or filter aggregates don't seem possible in CRMA recipes?

It does not seem to be possible to take the minimum or maximum of a date using the aggregation feature of a recipe.

 

Second question. Filtered aggregates are also not possible it would appear. If I want to know the count of all activities, the count of all emails, and the count of all calls (with email and call being the two options for activity type), it doesn't appear that a recipe can do all three together. It can either do the total, or separate emails and calls by adding a column group, but not all three. (I have found a workaround by creating a transform to add the two together but that isn't the point here)

 

Am I missing something or are these really not possible? Basic features of SQL.

3 answers
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Michael Adzovic
Jul 27, 5:39 PM
"A Recipe Must Specify a Dataflow" Change Set Error

Hi, everyone-- 

 

We are trying to move some CRMA assets from our DEV to our TEST environments and we are getting the following error

A Recipe Must Specify a Dataflow. 

 

 

Does anyone know what this error means?  We are completely perplexed (and frustrated) because our recipes are independent of dataflows and we want to be able to move our CRMA assets between environments via change sets. 

 

Any guidance or experience would be greatly appreicated.  

5 answers
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Harshit Sahu (Salesforces Developer at IBM)
Jul 23, 11:19 AM
CRM Analytics – Best Chart to Visualise Case Lifecycle Across Overlapping Phases

 Hi Salesforce Community,  

 

I am working on a CRM Analytics dashboard to visualise the lifecycle of cases across 6 defined phases based on asset delivery and warranty dates.  

 

BACKGROUND: We have cases linked to assets.  

Each asset has: -  

A Delivery Date -  

A Warranty Start Date -  

A Warranty End Date  

We have defined 6 phases based on when a case was created relative to these dates:  

Phase 1 – Cases created before Delivery Date  

Phase 2 – Cases created before Delivery Date but still open at Delivery Date  

Phase 3 – Cases created between Delivery Date and Warranty Start Date  

Phase 4 – Cases created before Warranty Start Date but still open at Warranty Start Date  

Phase 5 – Cases created between Warranty Start Date and Warranty End Date  

Phase 6 – Cases created during warranty period but still open after Warranty End Date THE  

 

CHALLENGE: The phases are designed to show the flow of unresolved cases from one phase to the next:  

- A case created in Phase 1 that remains unresolved at delivery also appears in Phase 2  

- A case created in Phase 3 that remains unresolved at warranty start also appears in Phase 4  

- A case created in Phase 5 that remains unresolved at warranty end also appears in Phase 6  

 

This means one case can legitimately belong to TWO phases  

 

-it is not a data quality issue, it is by design.  

 

WHAT WE WANT TO SHOW:  

 We want to visualise:  

1. How many cases were created in each phase  

2. How many of those cases were handed over (still open) to the next phase  

3. The relationship between paired phases (1→2, 3→4, 5→6)  

 

QUESTIONS: 1. Is there a recommended chart type in CRM Analytics that can show this kind of phase flow or handover between stages? 

I really wanted to use Funnel chart in my case i have to use different formulas. and in because one case case be in phase 1 and Phase 2.

   

 2. Would a Sankey chart or waterfall chart be possible in CRM Analytics? or better chart can be used??

2 answers
  1. Roman Michalik (salesforce.com Germany GmbH)
    Jul 27, 8:14 AM

    I'd use a sankey chart to show the flow between stages. The main challenge will be to calculate the status of the cases at creation time and at the current time to define the two (different) phases per case.

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SF CoE
Jul 23, 11:46 AM
Salesforce Legacy Connector upgrade

Hi, 

 

Is there a way to upgrade legacy connector to up-to-date external connector? When I try to modify credentials from username-password to key and secret I'm getting "The connector handler specified,Legacy,is unsupported for SalesforceExternal". I have multiple connectors with multiple objects settings so I want to avoid manual configuration as it will takes weeks to finish. 

 

Thanks

1 answer
  1. Katende Kinene (Kinene Inc.)
    Jul 25, 5:40 PM

    Greetings@SF CoE

     

    I am assuming this is in CRM Analytics, the good news is we can likely update the underlying metadata via API or deployment tools to avoid rebuilding everything manually. 

     

    To help nail down the exact steps, could you check a few quick details? 

     

    1. Connector Type: What is the exact connector/adapter name listed in CRM Analytics (e.g., Salesforce External, Redshift, Snowflake, etc.)? 

     

    2. Data Sync Status: Are these connectors currently linked to active Data Sync schedules that we can briefly pause during the update? 

     

    3. Deployment Preference: Would you prefer updating this via the CRM Analytics REST API or by retrieving and editing the connection definition files in VS Code / Salesforce CLI? 

     

    Please answer the questions and I w provide the next steps. 

     

    Be well - Katende

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Darren Bullough (Senior Finance Systems Analyst at Taylor Rose Limited)
May 22, 8:26 AM
Financial Modelling in CRM A

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.

Financial Modelling in CRM A

 

Can this be done with a table or would I need to build a custom LWC?

4 answers
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