Tuesday, November 21, 2023

Preserving CRM Analytics Dashboard Formatting When Deploying

You've built a beautiful CRM Analytics full of customization such as table column names, formats, and conditional formatting by grouping value.

Now, it's time to move this to production.  You can either deploy from the sandbox with change sets or use the Metadata API with your preferred tooling.  It's rather straightforward to select the dashboard name and complete the deployment. 

Except there's a problem. All that super styling work you did is gone. You're left with a sad looking dashboard.

What went wrong and how can we fix it? We need to dive behind the scenes of CRM Analytics to understand where our customization are stored.

Friday, June 16, 2023

CRM Analytics Save Error - Value required for [actions]

After the Salesforce Summer 23 release, I've encountered this error when attempting to save a dashboard after making changes - Value required for [actions].

What makes this error odd, is the dashboard modification had nothing to do with actions.

Value required for actions error message

A quick look at the dashboard JSON revealed the following interactions node on a table in the widgets collection.

Going to the table on the dashboard and clicking the Interaction tab revealed the following. If there is a partially configured interaction, you won't be able to save the dashboard.  For example, the Click event was established, but no actions defined.

Simply removing the Interaction by using the x on the right allowed the dashboard to be saved.