What’s new in Salesforce Spring ’23 Release for CRM Analytics

With One Click, Refresh Templated Analytics App Data

Below are 2 new options that have been added to the Installed Analytics Apps. These can be accessed under the “App Install History” Option located in the Setup Section.

• Refresh Now

An app refresh runs all the data assets associated with the app in the required order; including recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions

• Schedule

Automatic app refreshes can now be scheduled!

Easily Navigate Dashboards with One Click

Interactions have been made Generally Available since this release. Previously we had only the below-mentioned options on any component in the CRMA Dashboard

• Widget
• Query

In this release, “Interactions” are added after the “Query“ Tab.

With Single Click, we can configure the navigations from chart, text, repeater, and table widgets to “Destination”.

Edit Interaction-Containing Queries

Wouldn’t it have been nice to be able to edit the Query with bindings without having to rebuild the whole query?

Voila, we finally have this option enabled in the new release!

Now we can directly edit the Query with Interactions (“Bindings”).

Use the Input Widget as a formula

In the formula, we can now dynamically enter values using the input widget. Which was not an option in the previous release.

In the new release, it can be added as a column in SAQL to drive the widget directly by the selection made in the input widget.

Migrate assets with conditional formatting

It is possible to migrate the conditional formatting changes from one organization to another using assetXMD in the change sets when migrating the dashboard along with other assets. Which was not possible in the previous versions.

Improve dashboard accessibility with high-contrast colors

End users can directly change the contrast from the preview, whereas it is only possible if edit access is given in the previous versions.

Mark important content in repeater widgets with conditional formatting and create tooltips for repeater widgets

Applying conditional formatting on text, numbers, images, and popular gauge/flat gauge in the repeaters is now possible based on the selection of the repeater style, whereas applying conditional formatting is only possible for dynamic text.

Sort a Pivot Table by Measure and Display Subtotals in the Pivot Table

Pivot Table now provides many other features (sort ascending, sort descending, sort group by ascending, sort group by descending) that helps end users along with show column totals. It also now shows row totals and subtotals that were not present in the previous versions.

Use the collect_list() and collect_set() functions in CRM Analytics data prep to roll up all child records into the parent record

Let us try to see how these functions give outputs by considering the below scenario, of an Account having multiple opportunities for demo purposes.

The below screenshot shows the sample data considered for demo purposes:

For the demo purpose, for all the multivalue functions, a partition is done based on the AccountID and sorted by ‘Name’ in ascending order

Collect_list() is a multivalue function that fetches the input and returns the values with duplicates. Resulting in the order of elements in the array as they are

Output when we apply the function to the sample data:

collect_set() is another multivalue function that fetches the input and returns the values without duplicates and also cannot preserve the order of elements in the array

Output when we apply the function to the sample data:

Note:

• Collect_list() preserves the order of the elements
• Collect_set() cannot preserve the order of the elements

array_distinct() is another multi-valued function that removes duplicates from the array

Tip: We can use the array_distinct() function before collect_list() to eliminate duplicates without losing elements sequence in the array

Refresh and Disable Preview within the Recipes directly

Refresh previews is another feature that gives the developer a way to move away from saving the recipe or data preview issue when leaving a long window delay time. Which is not present in the previous versions.