Considerations When Converting Query Types

CRM Analytics treats query types differently. Before you convert an aggregate or aggregateflex query type to saql, review the following implications.

Unlike the aggregateflex query type, the saql query type provides limited support when the actual number of query results exceeds the limit that a query can return.

  • When performing a search in a list widget, a saql query type doesn’t find values that aren’t returned in the first batch of query results.
    The search bar appears above the list of values.
  • CRM Analytics doesn’t apply initial selections for a saql query type if the selected value isn’t returned in the first batch of query results. For example, you set an initial selection on the Account Name field. When you open the dashboard, assume the corresponding widget shows only 2,000 of 100,000 accounts. If the initial selection isn’t one of the 2,000 returned accounts, CRM Analytics doesn’t apply the initial selection to the dashboard.

For more information about how to use the limit JSON parameter to configure the maximum number of results that each query type can return, see steps JSON.