Integrate Local and Remote Data in CRM Analytics

Integrate Local and Remote Data in CRM Analytics>Load and Prepare Your Remote Sales Data

Load and Prepare Your Remote Sales Data

We can't find the required fields in the 'US and CA Sales' dataset. Make sure that you've added the amount column.

+【未解決】Prepare Your Combined Data in a Recipe Help

• I'm now on task 4 Prepare Your Combined Data in a Recipe and facinfg error :

On the "Transform 0" node, use "Edit Attributes" and modify the "Label" and "API Name" to match the image below.

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• Build and Administer CRM Analytics Integrate Local and Remote Data in CRM Analytics Prepare Your Combined Data in a Recipe

https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000A8eSFSAZ

I had the same issue and was able to get it resoolved. You need to have the correct fields and ensure that they have the correct label as well.

Field List:
Label | API Name

1. Account Name | AccountId.Name
2. Account Country | AccountId.BillingCountry
3. Owner | OwnerId.Name
4. Stage (formed from Bucket Cluster)
5. Account City | AccountId.BillingCity
6. Account State/Province | AccountId.BillingState
7. Close Date | CloseDate
8. Name | Name
9. Type | Type
10. Account Type | AccountId.Type
11. Lead Source | LeadSource
12. Industry | AccountId.Industry
13. Owner Title | OwnerId.Title
14. Created Date | CreatedDate
15. USD Amount | USDAmount

If you still have an issue, add in the OwnerId field. The instructions say to remove it but I had it just in case. Ensure these columns are available in the preview and selected when you press "Update Dataset".

• Load and Prepare Your Remote Sales Data

I just heard back from SF support a few minutes ago, they had this to say "There was an issue found out in the Append mapping of the US and CA Sales Dataset. It is now fixed and was able to pass the challenge successfully. Please click on the Check Challenge button so that you can get through this unit. Kindly make sure you check the challenge in the same org in which my test user was created.

We hope the above provided information would be helpful"

• Project Error Message: We can't find the required fields in the 'US and CA Sales' dataset. Make sure that you've added the amount column.

For those struggling with this, I found a solution that worked for me.
The direction of the join (Join 1) to the User data source matters.
When you look at the Join Keys it should be Join 0 to User. If yours is User to Join 0 you will get the wrong fields API names in the output.

Check the output API fields. They should have the Opportunities ones, the Account ones should be proceeded by Account. and the User ones proceeded by User.
Hope that helps others.

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• I'm getting an error message and can't complete the challenge, Can some one help me? Prepare Your Combined Data in a Recipe

手順有

• We can't find the Required fields in the 'US and CA Sales' dataset. Make sure that you've added the amount column.

よくわからん

Hi Guys, i tried to make a recipe from zero and guess what? The challenge has been completed. Probably I made a mistake on the second instance of the append (i connected id to account id instead of account.id). i got to Thank all of you for the answers and the advices you told me.

Prepare Your Combined Data in a Recipe

We can't find the required fields in the 'North America Sales' dataset. Check the instructions and make sure that you've created the 'North America Sales' recipe correctly.

• We can't find the required fields in the 'North America Sales' dataset. Check the instructions and make sure that you've created the 'North America Sales' recipe correctly.
• Build and Administer CRM Analytics Integrate Local and Remote Data in CRM Analytics Prepare Your Combined Data in a Recipe
• Build and Administer CRM Analytics Integrate Local and Remote Data in CRM Analytics Prepare Your Combined Data in a Recipe

https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000A8eSFSAZ

I had the same issue and was able to get it resoolved. You need to have the correct fields and ensure that they have the correct label as well.

Field List:
Label | API Name

1. Account Name | AccountId.Name
2. Account Country | AccountId.BillingCountry
3. Owner | OwnerId.Name
4. Stage (formed from Bucket Cluster)
5. Account City | AccountId.BillingCity
6. Account State/Province | AccountId.BillingState
7. Close Date | CloseDate
8. Name | Name
9. Type | Type
10. Account Type | AccountId.Type
11. Lead Source | LeadSource
12. Industry | AccountId.Industry
13. Owner Title | OwnerId.Title
14. Created Date | CreatedDate
15. USD Amount | USDAmount

If you still have an issue, add in the OwnerId field. The instructions say to remove it but I had it just in case. Ensure these columns are available in the preview and selected when you press "Update Dataset".