Analytics

• Salesforce Reports and Dashboards REST API Developer Guide Previous PDF Versions
• Delete a Dashboard
• Get Dashboard Metadata
• Return Details About Dashboard Components
• Filter Dashboard Results
• Get List of Recently Used Dashboards
• Get Dashboard Results
• Get Dashboard Status
• Refresh a Dashboard
• Save a Dashboard
• Save a Dashboard with a Custom Lightning Web Component (Beta)
• Set a Sticky Dashboard Filter
• Clone a Dashboard
• Download a CRM Analytics Dashboard as a PDF
• Download a CRM Analytics Lens as a PNG
• Download a Lightning Experience Dashboard as a PNG
• Download a Lightning Experience Report as a PNG
• Dashboards Examples
• Downloads Examples
• Examples
• Notifications Examples
• Reports Examples
• Delete an Analytics Notification
• Check Limits for Analytics Notifications
• Get Analytics Notifications
• Create an Analytics Notification
• Save Changes to an Analytics Notification
• Create a New Report
• Get a List of Report Types
• Clone Reports
• Delete Reports
• Download Formatted Excel Reports Using the Reports REST API
• Decode the Fact Map
• Filter Reports on Demand
• Run Reports Synchronously or Asynchronously
• Get Report Metadata
• List Asynchronous Runs of a Report
• List Recently Viewed Reports
• Get Report Data without Saving Changes to or Creating a Report
• Save Changes to Reports
• Build the Resource URL
• API End-of-Life Policy
• Overview
• Requirements and Limitations
• Step One: Obtain a Salesforce Developer Edition Organization
• Step Three: Make an HTTP Request to Run a Report
• Step Two: Authorize
• Prerequisites
• Quick Start
• Dashboard Describe
• Dashboard and Component Error Codes
• Dashboard Filter Options Analysis
• Dashboard List
• Dashboards
• Dashboard Results
• Dashboard Status
• Analytics Download
• Analytics Download
• Filter Operator List
• Filter Operators
• Folder Child Operations
• Folder Collections
• Folder Operations
• Folders
• Folder Share Recipients
• Folder Share by ID
• Folder Shares
• Analytics Notification List
• Analytics Notification Limits
• Analytics Notification
• Analytics Notifications
• Reference
• Report
• Changes to Resource Property Names
• Report Fields
• Describe
• Execute Sync
• Instance Results
• Instances List
• Execute Async
• Report List
• Query
• Reports
• Hide and Unhide Report Types
• Report Type List
• Recently Created Reports
• Recently Used Report Types
• Report Type
• Report Types
• Appendix
• Report Error Codes
• Use Array Functions for Multi-Select Widgets and Looping
• App Template Framework Overview
• Get Started with the App Template Framework
• array Functions
• date Functions
• rules.json Attributes
• json Functions
• rules.json Syntax
• Macros Use Case: Recursive Operations
• Macros in Rules
• Work with App Template Framework Rules
• Rules Reference
• Static Functions
• string Functions
• Salesforce Orchestrator App Commands
• Salesforce Orchestrator Commands
• Salesforce Orchestrator Template Commands
• atf
• Analytics CLI Plugin Command Reference Previous PDF Versions
• analytics:enable (Deprecated)
• analytics:query (Deprecated)
• sfdx (Deprecated)
• Help for Salesforce CLI Commands
• Salesforce Analytics CLI Plugin Command Reference
• analytics enable
• analytics query
• sf
• Analytics External Data API Developer Guide Previous PDF Versions
• Add the Data
• Configure the Upload
• Connect to Salesforce
• Update the Data
• External Data API Limits
• Manage the Upload
• External Data
• Prepare Data Files
• External Data Metadata Overview
• The InsightsExternalData Object
• The InsightsExternalDataPart Object
• Release Notes
• External Data Metadata Format Reference
• Lightning Web Components in CRM Analytics Dashboards Previous PDF Versions
• Architecture
• Getting Started with Lightning Web Components
• Component Attributes
• CRM Analytics Configuration
• Lightning Dashboards Configuration
• Other Widgets
• Hello World Component Example
• Query Data
• Lightning Web Components in CRM Analytics and Lightning Dashboards
• Setup Instructions
• Setup
• Reference
• Release Notes
• Bind columnMaps in Dashboard Interactions
• Build Data Serialization Interactions
• Data Serialization Functions for SQL and SOQL
• Data Manipulation Functions
• Data Selection Functions
• Data Serialization Functions
• Interaction Errors
• Interaction Functions
• Interactions in Dashboards
• Interaction Limitations for Dashboards
• Analytics Interactions Release Notes
• Interaction Syntax in the Dashboard
• Change the Map Type Based on a Toggle Widget
• Highlight Widget Values with Color Coding
• Bind Queries from Different Datasets
• Bind the Initial Filter Selection
• Create Deeper Dependencies with Nested Interactions
• Dynamically Set the Reference Line and Label on a Widget
• Bind a Custom Query with Other Queries
• Measure and Group Bindings in Compact-Form and SAQL-Form Queries
• Date Range Filter Interactions
• Equality Filter Interactions
• Range Filter Interactions
• Group Interactions
• Limit and Offset Interactions
• Measure Interactions
• Order Interactions
• Projection Interactions
• Bind Parts of a Query
• Get Started with Dashboard Interactions
• dataSourceLinks JSON
• dataSourceLinks Properties
• filters Properties
• filters JSON
• pages Properties
• widgetStyle Properties
• widgets Properties
• selectors Properties
• style Properties
• gridLayouts Properties
• gridLayouts JSON
• CRM Analytics Dashboard JSON Overview
• View or Modify a Dashboard JSON File
• Dashboard JSON Properties
• columns Properties
• filters Properties
• steps Properties for Compact Form and SAQL Form
• steps JSON
• source Step Type Properties
• aggregateflex Step Type Properties
• apex Step Type Properties
• grain Step Type Properties
• saql Step Type Properties
• soql Step Type Properties
• staticflex Step Type Properties
• visualizationParameters Properties
• CRM Analytics Dashboard JSON Example
• parameters Properties
• widget Properties
• widgets JSON
• widgetStyle JSON and Properties
• Analytics Dashboard JSON Developer Guide Previous PDF Versions
• Analytics SAQL Developer Guide Previous PDF Versions
• SAQL Basic Elements
• Create a Derived Dimension
• Create a Derived Measure
• Replace Null Values with coalesce()
• Combine Data from Multiple Data Streams with cogroup
• Analyze Your Data Over Time
• Calculate How Long Activities Take
• Calculate Grand Totals and Subtotals with the rollup Modifier and grouping() Function
• Calculate the Slope of the Regression Line
• Forecast Future Data Points with timeseries
• Dynamically Display Your Top Five Reps with Windowing
• Show the Top and Bottom Quartile
• Append Datasets using union
• Examples
• first()
• avg() or average()
• count()
• grouping()
• last()
• max()
• median()
• min()
• percentile_cont()
• percentile_disc()
• regr_r2()
• regr_intercept()
• regr_slope()
• stddev()
• stddevp()
• sum()
• unique()
• var()
• varp()
• Access Date Functions with Time Zone Enabled
• Calculate the Time Between Two Dates
• date_diff(datepart, startdate, enddate)
• date_to_string(DateTime | DateOnly, format)
• toDateOnly(epoch)
• toDateOnly(string, format)
• toDateTime(epoch)
• toDateTime(string, format)
• day_in_month(date)
• day_in_quarter(date)
• day_in_week(date)
• day_in_year(date)
• Determine the Day in the Week, Month, Quarter, or Year
• daysBetween(date1, date2)
• Filter By Date
• Group By Date
• month_days(date)
• now()
• Handle Null Dates
• Order By Date
• quarter_days(date)
• quarter_last_day(date)
• Convert Dates to and from Strings
• Use Time Zone-Enabled Dates in SAQL Projections
• week_last_day(date)
• year_days(date)
• year_last_day(date)
• Time Zone Date Functions
• SAQL Functions
• Overview
• Multivalue Field
• SAQL Operators
• Quick Start
• SAQL Reference
• SAQL Statements
• Date Formats
• arimax Show Parameters Query Tool
• Boolean Literals
• Filter by a Custom Fiscal Year
• Group by a Custom Fiscal Year
• Dates Outside Ranges Defined by Custom Fiscal Year
• Work with Custom Fiscal Year Data
• Comments
• toString()
• Aggregate Functions
• coalesce
• daysBetween()
• date_diff()
• Display the Opportunities Closed This Month
• now()
• Date Functions
• date_to_epoch()
• date_to_string()
• date()
• Time-Based Filtering
• Day in the Week, Month, Quarter, or Year
• First Day in the Week, Month, Quarter, or Year
• Last Day in the Week, Month, Quarter, or Year
• abs(n)
• acos(n)
• asin(n)
• atan(n)
• ceil(n)
• cos(n)
• degrees(n)
• exp(n)
• floor(n)
• log(m, n)
• pi()
• power(m, n)
• radians(n)
• round(n[, m])
• sign(n)
• sin(n)
• sqrt(n)
• tan(n)
• trunc(n[, m])
• Math Functions
• Number of Days in the Month, Quarter, or Year
• ascii()
• chr()
• ends_with()
• index_of()
• len()
• lower()
• ltrim()
• mv_to_string()
• number_to_string
• replace()
• rtrim()
• string_to_number
• substr()
• starts_with()
• trim()
• upper()
• String Functions
• toDate()
• Windowing Functions
• Identifiers
• Keywords
• SAQL Null Measures and Dimensions
• Number Literals
• Arithmetic Operators
• Simple case Operator
• Searched case Operator
• Comparison Operators
• Logical Operators
• Null Operators
• String Operators
• Introduction
• Speed Up Queries with Dataflow Transformations
• Use Group and Filter Pre-projection
• Limit Multivalue Fields
• Check for Redundant Filters
• Remove Redundant Projections
• Limit the Use of unique()
• Query Performance
• Quoted String Escape Sequences
• Analytics SAQL Release Notes
• Special Characters
• arimax
• cogroup
• fill
• filter
• foreach
• group-by rollup
• group-by
• join semi and anti
• limit
• load
• offset
• order
• sample
• timeseries
• union
• Statements
• String Literals
• Write Your First Query
• Use SAQL in the CRM Analytics Dashboard
• Analytics SDK Developer Guide Previous PDF Versions
• CRM Analytics Apex QueryBuilder Examples
• CRM Analytics Apex Lens
• CRM Analytics Apex Query
• CRM Analytics Apex Templates
• CRM Analytics in Apex
• CRM Analytics Assets SDK Aura Component
• CRM Analytics Lightning Web Components
• Analytics SDK Developer Guide Overview
• Analytics SDK Release Notes
• CRM Analytics Template SDK Aura Component
• CRM Analytics Aura Events - Asset Loaded Event
• CRM Analytics Aura Events - Discover Event
• CRM Analytics Aura Events - Discover Response Event
• CRM Analytics Aura Events - Page Change Event
• CRM Analytics Aura Events - Update Event
• CRM Analytics Aura Events - SelectionChanged Event
• CRM Analytics Aura Events
• SQL for Analytics Developer Guide Previous PDF Versions
• avg()
• count()
• Aggregate Functions
• max()
• min()
• percentile_cont
• percentile_disc
• regr_intercept()
• regr_r2()
• regr_slope()
• stddev_pop()
• stddev_samp()
• sum()
• var_pop()
• var_samp()
• BETWEEN Operator
• Boolean Expressions in SELECT Clause
• CASE Statements
• COALESCE()
• Access Parts of a Date
• Project a Custom Fiscal Date Part
• Day of Month
• Day of Quarter
• Day of Week
• Day of Year
• Filter By Date Parts or Date Field
• First and Last Day in the Week, Month, Quarter or Year Functions
• fiscal_month_first_day({date})
• fiscal_month_last_day({date})
• fiscal_quarter_first_day({date})
• fiscal_quarter_last_day({date})
• fiscal_week_first_day({date})
• fiscal_week_last_day({date})
• fiscal_year_first_day({date})
• fiscal_year_last_day({date})
• Group By Date Part
• Date Functions
• month_first_day({date})
• month_last_day({date})
• Day in Week, Month, Quarter or Year Functions
• Order By Date Part
• Project a Date Field
• quarter_first_day({date})
• quarter_last_day({date})
• week_first_day({date})
• week_last_day({date})
• year_first_day({date})
• year_last_day({date})
• FETCH Clause
• FILL
• FROM Clause
• GROUP BY ROLLUP
• GROUP BY Clause
• GROUPING()
• HAVING Clause
• Introducing SQL for CRM Analytics
• LIKE Clause
• LIMIT Clause
• abs({n})
• acos({n})
• asin({n})
• atan({n})
• ceil({n}), ceiling({n})
• cos({n})
• degrees({n})
• exp({n})
• floor({n})
• Math Functions
• ln({n})
• log({m},{n})
• log10({n})
• pi()
• power({m},{n})
• radians({n})
• round({n}[,{m}])
• sign({n})
• sin({n})
• sqrt({n})
• tan({n})
• trunc({n}[,{m}])
• NULLIF()
• OFFSET Clause
• ORDER BY Clause
• Quick Start: Run Your First Query
• SQL for Analytics Release Notes
• SELECT Clause
• SQL Statements
• ascii({char})
• char_length({str})
• chr({int})
• ends_with({source_str}, {search_str})
• index_of({source_str}, {search_str}, [{position},{occurrence}])
• String Functions and Operators
• lower({str})
• mv_to_string({multivalue_column_name}, [{delimeter}])
• position({search_str} IN {source_str})
• replace({str}, {old_str}, {new_str})
• starts_with({source_str}, {search_str})
• substring({str} FROM {start} FOR {length})
• trim(LEADING | TRAILING | BOTH, {chars}, {str})
• upper({str})
• Subquery
• TIMESERIES
• UNION Operator
• SQL vs SAQL
• WHERE Clause
• Window Functions
• Macro Examples
• Actions in Rules
• Add a Remote Connector to a CRM Analytics Template
• Add an Einstein Discovery Story to a CRM Analytics Template
• Add a Recipe to a CRM Analytics Template
• Access Methods
• Use the Apex Access Methods
• WaveTemplateConfigurationModifier Methods
• Use the Apex WaveTemplateConfigurationModifier Class
• API End-of-Life Policy
• Use the App Install History Page
• Templated App Type
• Use Array Functions for Multi-Select Widgets and Looping
• Array Variable Type for variables.json
• Work with Embedded App Auto-Install Requests
• Wizard Best Practices
• Choose Your Tool
• Create Dependent Templates
• Use VisualForce To Customize the Wizard UI
• Creating a Template from a Dependent App
• Best Practices
• Template Dependency Syntax
• Step 4: Deploy the WaveTemplate Object
• Edit auto-install.json
• Edit folder.json
• Step 3: Edit the JSON Files
• Edit org-readiness.json
• Edit Rules Files
• Edit template-info.json
• Edit ui.json
• Edit variables.json
• Configure Recipe Execution
• Feature Parameters for Analytics Templates
• Template Folder Structure
• Why CRM Analytics Templates?
• Macros in Rules
• The Source App
• Prerequisites
• Step 2: Retrieve (Export) the WaveTemplate Object
• Rule Macro And Macro Definition Attributes
• Rules Files Structure
• Structuring and Organizing Rules
• Share CRM Analytics Assets Between Apps
• Step 6: Share the Template
• The Template Object
• Step 8: Update an Existing Template
• Use Live Datasets in a CRM Analytics Template
• Use Case and Syntax for Variables with Related Values
• The Configuration Wizard
• Analytics Templates Developer Guide Previous PDF Versions
• Actions Syntax for Rules
• Access Apex Examples
• TemplateApexException Apex Examples
• TemplateInterruptException Apex Example
• WaveTemplateConfigurationModifier Apex Examples
• WaveTemplateConfigurationModifier Interfaces
• Test WaveTemplateConfigurationModifier
• auto-install.json Attributes
• Complex variables.json Variable Types
• excludes and excludeSelected Attributes in Variables
• folder.json Attributes
• array Functions
• json Functions
• Static Functions
• string Functions
• Use Functions in Rules
• Rules Testing with jsonxform/transformation endpoint
• Features Not Supported in This Release
• org-readiness.json Attributes
• Page Condition Syntax for ui.json
• Reading the Template Debug Logs
• Appendix
• Analytics Templates Release Notes
• rules.json Attributes
• rules.json Example
• Macro Use Case: Add an Array of SObject Names to Extract Workflow
• Macro Use Case: Delete Workflow Nodes
• Macro Use Case: Recursive Operations
• Rules Syntax
• Simple Variable Types for variables.json
• template-info.json Attributes
• template-info.json Example
• ui.json Attributes
• variables.json Attributes
• Variables Array in ui.json
• VisualForce Events for Customizing the Wizard UI
• Step 7: Create New (Downstream) Apps from the Template
• Create a Template with the Command Line Interface
• Create and Update a Template with Visual Studio Code
• Step 1: Create the WaveTemplate Object
• Debug the Template
• Use the Salesforce CLI to Retrieve the Template Files
• Use Visual Studio Code to Retrieve the Template Files
• The Process at a Glance
• Step 5: Test the Template
• Format the Results of a Query with Multiple Datasets
• Analytics Extended Metadata (XMD) Developer Guide Previous PDF Versions
• Add Actions to Dimensions
• Change Chart Colors for Dimension Values
• Change the Label for the Row Count Measure
• Change Display Labels for Dataset Fields and Values
• Format Measures
• Format Fields and Field Values with XMD
• Extended Metadata (XMD) Overview
• Basic Structure of the XMD JSON File
• Multiply Measures by a Fixed Amount
• Packaging Considerations for XMD
• Hide Dataset Fields from Lens and Dashboard
• Change the Default Fields for a Values Table
• Dates in XMD
• Dimensions and Derived Dimensions in XMD
• Measures and Derived Measures in XMD
• Organizations in XMD
• ShowDetailsDefaultFields in XMD
• Extended Metadata (XMD) Reference
• Access Data 360 XMD in the UI
• Configure the XMD for a Dataset
• Attributes for Analytics Dashboards Aura Component
• Aura Component for CRM Analytics Dashboards
• getState Method
• Reference for Analytics Dashboards Lightning Web Component
• Lightning Web Component getState Method
• Methods for Analytics Dashboards Lightning Web Component
• Lightning Web Components for Analytics Dashboards
• Reference for Analytics Dashboards Lightning Web Component
• Lightning Web Component setState Method
• Methods for Analytics Dashboards Aura Component
• Get Started with CRM Analytics Dashboard Components
• Reference for Analytics Dashboards Aura Component
• refresh Method
• Analytics Dashboard Component Release Notes
• setState Method
• Get and Set the Dashboard State
• Analytics Dashboard Use Cases for Aura Components
• CLI Deprecation Policy
• Generate the Access Token and Frontdoor URL for Tableau Next Embedding
• Browser Requirements for Tableau Next Embedding
• Add Event Listeners for Tableau Next Components
• Using Filters in Tableau Next Components
• Add Functionality to Tableau Next Embedded Components
• Best Practices for the Tableau Next Embedding SDK
• Copy Component Code Snippet from Tableau Next
• Embed the Tableau Agent
• Add a Tableau Next Component to Your Web App
• Install the Tableau Next Embedding SDK
• Logout from Salesforce Orgs
• Add Tableau Next Components from Multiple Salesforce Orgs
• Integrating the Tableau Next Embedding SDK
• Get Started with the Tableau Next Embedding SDK
• Tableau Next Embedding SDK Release Notes
• Configure a JWT Bearer Flow
• Update Salesforce Settings for Tableau Next Embedding
• Set Up Salesforce for Embedding Tableau Next Externally
• Set Up and Manage Authentication with External Client Apps
• Assign Tableau Next User Permissions
• Troubleshooting for Tableau Next Embedding
• Use Cases for Tableau Next Embedding
• Tableau Next MCPs, APIs, and SDKs
• Workflow for Creating Data 360 Data Kits with Tableau Next Assets
• Use CLI to Deploy Tableau Next Assets from Sandbox to Production
• Deploy Tableau Next Assets
• Enhance Your Dashboard Functionality with Custom LWC Extensions
• Tableau Next Development Environments
• Tableau Next Features Overview
• Get Started with Tableau Next Development
• Package Your Tableau Next App
• Workflow for Tableau Next Scratch Orgs
• Authenticate for Tableau Next Salesforce Connect API Endpoints
• Authenticate for Tableau Next Salesforce REST API Endpoints
• Authentication
• Getting Started with Tableau Next REST API
• Tableau Next Connect REST API Resources Overview
• Tableau Next Connect REST API