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Customize the CRM Analytics Customer Insights App

Last updated at Posted at 2023-06-05

理解できないものは検索も難しいのでとりあえず記録します。

よくわからん

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I spun up a new org and ran the automation again and this seemed to solve the issues.

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It came from the fact that some standard fields' API names come with spaces which is not supposed to happen. For instance, we were using the standard contract field "Customer Signed Date". Changing it in the json to "CustomerSignedDate" solved it all.

https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000C3tb8SAB

Einstein Analytics Dashboard Error when clicking on dashboard specific version
https://issues.salesforce.com/issue/a028c00000gAyl8AAC/einstein-analytics-dashboard-error-when-clicking-on-dashboard-specific-version

I encountered the same problem. I was able to get through this module by getting as far as creating the dashboard component Opportunity Closed Won CAD and adding it to the Larry’s Laptop Emporium - Canadian Sales dashboard. Even though I couldn't edit the chart as they indicated, getting as far as adding this to the dashboard was enough to verify this step.

The answer for me was making sure "Account" is available

Customize the CRM Analytics Customer Insights App

このプロジェクトでは色々と問題がありそうです。
最終的にはブラウザがクロームの最新版にしか対応していないみたいです。

it was a browser issue.

I really hate that your suggestion was the correct one, but I watched and it seems the wizard is setting variables that are used by the installation of the app and it runs in the browser.

Salesforce Trailhead needs to note, in this module, the requirement for Chrome.. and Salesforce Analytics team needs to adjust the wizard to remove the requirement.

'The recipe can't run because it's invalid. The error is: The node JOIN18 can’t be a terminating node. The terminating nodes write datasets or externalize data.'

ヘルプ預かり

My "Save & Run" button is grayed out

Add a Custom Object to an App’s Recipe and Dataset

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