「crm-analytics」の検索結果

Use when deciding whether Salesforce Reports, CRM Analytics, or Tableau is the right level of analytics tooling, and when reviewing or troubleshooting basic CRM Analytics designs. Triggers: 'CRM Analytics', 'Einstein Analytics', 'Tableau CRM', 'lens', 'dataset', 'dataflow', 'analytics dashboard', 'license requirement'. NOT for a detailed CRM Analytics vs Tableau licensing and platform comparison — use architect/crm-analytics-vs-tableau-decision. NOT for building the app, lenses and datasets — use admin/crm-analytics-app-creation.

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Use when creating or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, app sharing, and the row-level security that gates whether users see any data. NOT for choosing Reports vs CRM Analytics vs Tableau — use admin/einstein-analytics-basics. NOT for security predicate syntax, sharing inheritance or Analytics license assignment — use admin/analytics-permission-and-sharing.

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Use this skill when driving adoption of CRM Analytics (Einstein Analytics) across an org — the Analytics Adoption App for measuring who uses which dashboards, embedding analytics into Lightning pages, pinning dashboards to the Analytics home page, self-service personas, and analytics success metrics. Triggers: analytics adoption, dashboard usage tracking, embedded analytics strategy, self-service analytics enablement, CRM Analytics rollout. NOT for building the dashboards — use admin/analytics-dashboard-design. NOT for the app, datasets and lenses — use admin/crm-analytics-app-creation. NOT for non-analytics rollout training — use admin/change-management-and-training.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill when writing, debugging, or optimizing SAQL queries in CRM Analytics — covering pipeline syntax, aggregation, windowing functions (rank, dense_rank, moving_average), cogroup joins, rollup subtotals, piggyback queries, and REST API execution. NOT for SOQL GROUP BY aggregates in Apex — use apex/apex-aggregate-queries. NOT for dashboard JSON steps and bindings — use admin/analytics-dashboard-json.

日本語の概要は準備中です。原文の説明を表示しています。

Use when learning, designing, or explaining Salesforce Reports and Dashboards from first principles — report types, custom report types, groupings, bucket fields, summary formulas, charts, dashboard components, dynamic dashboards, report subscriptions, and folder permissions. Triggers: 'how do I build a report', 'what report type should I use', 'set up a dashboard', 'joined report limits', 'bucket field vs formula', 'dynamic dashboard running user'. NOT for CRM Analytics (use crm-analytics-* skills). NOT for Einstein Discovery predictive analytics. NOT for troubleshooting missing report data caused by sharing model issues (use admin/reports-and-dashboards for that).

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill when an admin needs to create an Einstein Discovery story in CRM Analytics Studio, configure prediction definitions, deploy writeback fields, set up what-if analysis, or manage model refresh and activation. Trigger keywords: Einstein Discovery story, prediction definition, writeback field, CRM Analytics Studio, model refresh, what-if analysis, bulk scoring, prediction field, 1OR prefix. NOT for the Einstein Discovery Flow action or model-health monitoring in Model Manager — use admin/einstein-discovery-deployment. NOT for Einstein Prediction Builder, a separate product needing no CRM Analytics license — use agentforce/einstein-prediction-builder. NOT for programmatic scoring through the Connect REST API — use agentforce/einstein-discovery-development.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill when deploying a trained Einstein Discovery model to production records declaratively — activating a prediction definition, mapping output fields to page layouts, adding the Einstein Discovery Action to a Flow, running bulk predict jobs, and monitoring model health via Model Manager UI. Trigger keywords: prediction definition activation, bulk predict job, Einstein Discovery Flow action, Model Manager, prediction field mapping, model refresh activation, scoring job, Einstein Discovery recommendations on record. NOT for authoring the story in CRM Analytics Studio — use admin/einstein-discovery-setup. NOT for programmatic scoring through the API — use agentforce/einstein-discovery-development.

日本語の概要は準備中です。原文の説明を表示しています。

Designing data stories and narrative-driven analytics in Salesforce: structuring CRM Analytics dashboards for executive communication, text widgets and conditional highlights for annotation, sequential narrative in Tableau Story sheets, and Einstein Discovery narrative REST endpoints. Trigger keywords: data storytelling dashboard, executive analytics narrative, CRM Analytics text widget annotation, Tableau story sheet, smart data discovery narrative API. NOT for building the Einstein Discovery story or prediction definition - use admin/einstein-discovery-setup. NOT for choosing between Reports, CRM Analytics and Tableau - use admin/einstein-analytics-basics.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill when designing or building CRM Analytics Data Prep recipes — including node selection, join patterns, bucket field configuration, formula expressions, and scheduling. Triggers: 'build a recipe', 'join datasets in analytics', 'bucket a measure field', 'schedule a recipe', 'data prep transformation'. NOT for dataflow JSON and its node types — use admin/analytics-dataflow-development. NOT for tuning a slow or oversized dataset — use data/analytics-dataset-optimization.

日本語の概要は準備中です。原文の説明を表示しています。

Configure CRM Analytics (formerly Einstein Analytics) app sharing, dataset-level permissions, row-level security predicates, sharing inheritance, and license assignment. Trigger keywords: CRM Analytics security, row-level security predicate, dataset permissions, analytics sharing inheritance, Analytics Plus license. NOT for OWD and sharing rules — use admin/sharing-and-visibility. NOT for predicate design across many datasets — use architect/analytics-security-architecture.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill to define, document, and validate KPI metrics for CRM Analytics — covering metric formula design, dimension selection, target-dataset modeling, benchmark setting, and the KPI register that must exist before any dashboard or lens is built. Trigger keywords: KPI definition CRM Analytics, analytics metric design, analytics target attainment, CRM Analytics measures vs dimensions, analytics benchmark. NOT for laying out the dashboard or lens itself — use admin/analytics-dashboard-design. NOT for scoping data sources, audiences, and drill-down paths — use admin/analytics-requirements-gathering.

日本語の概要は準備中です。原文の説明を表示しています。

Use when creating or managing CRM Analytics datasets: configuring dataflows, scheduling refreshes, selecting fields, handling date types, managing row-count growth, or troubleshooting stale or broken datasets. Triggers: 'dataset creation', 'dataflow schedule', 'dataflow quota', 'date field not filterable', 'dataset row limit', 'CRM Analytics data refresh', 'field type mismatch in dataset'. NOT for making an existing dataset smaller or faster — use data/analytics-dataset-optimization. NOT for choosing between Reports, CRM Analytics and Tableau in the first place — use admin/einstein-analytics-basics.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill to elicit, document, and validate CRM Analytics requirements — covering data source mapping (Salesforce object sync vs external connector vs Data Cloud), transformation needs, audience-specific lens or dashboard views, and drill-down path specifications — before any dataset or dashboard is built. Trigger keywords: CRM Analytics requirements, analytics data source mapping, CRM Analytics audience requirements, analytics visualization requirements. NOT for the formula and target behind each KPI — use admin/analytics-kpi-definition. NOT for building the dashboard once requirements are agreed — use admin/analytics-dashboard-design.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill when configuring Data Manager in CRM Analytics: enabling objects for sync, scheduling data sync runs, setting up remote connections to external databases, monitoring sync status and error logs, or troubleshooting connected object issues. Trigger keywords: data sync, connected objects, Data Manager, sync schedule, remote connection, Snowflake connector, sync error, incremental sync, CRM Analytics data pipeline. NOT for pushing external data in programmatically via the External Data API — use data/analytics-external-data. NOT for authoring dataflow nodes — use admin/analytics-dataflow-development.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill when editing CRM Analytics dashboard JSON directly to implement advanced bindings, custom SAQL/SOQL step queries, layout changes, step parameters, or cross-widget interactions. Trigger keywords: dashboard JSON, SAQL step, binding syntax, mustache binding, dashboard REST API, widget layout, step limit, datasetId, datasetVersionId. NOT for building the dashboard in the builder UI or picking chart types — use admin/analytics-dashboard-design. NOT for writing or tuning the SAQL itself — use admin/saql-query-development.

日本語の概要は準備中です。原文の説明を表示しています。

Use when designing or troubleshooting CRM Analytics dashboards — chart types, bindings, faceting, dashboard interactions, mobile layout, and filters. NOT for standard Salesforce reports and dashboards — use admin/reports-and-dashboards-fundamentals. NOT for hand-editing dashboard JSON or a SAQL step — use admin/analytics-dashboard-json.

日本語の概要は準備中です。原文の説明を表示しています。

Use this skill when building, debugging, or optimizing CRM Analytics dataflows — defining node types (sfdcDigest, Append, Augment, computeExpression, computeRelative, Flatten, dim2mea, sfdcRegister), scheduling runs, handling run failures, and tuning performance. NOT for doing the same transformation in a Data Prep recipe — use admin/analytics-recipe-design. NOT for dataset field types, refresh schedules, or row limits — use admin/analytics-dataset-management.

日本語の概要は準備中です。原文の説明を表示しています。