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You're reading from  Creating Actionable Insights Using CRM Analytics

Product typeBook
Published inDec 2021
Reading LevelBeginner
PublisherPackt
ISBN-139781801074391
Edition1st Edition
Languages
Python
Tools
Tableau
Concepts
Business Intelligence
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Author (1)
Mark Tossell
Mark Tossell
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Mark Tossell

Mark Tossell is passionate about solving problems and improving processes using data. Tableau CRM (Einstein Analytics) and Tableau, powered by AI, are the tools of his trade. He is a proud wearer of the Salesforce Gold Hoodie and recipient of the inaugural APAC Awesome Admin award. He is also a Trailhead learning addict, having earned over 420 badges. In addition, he is honored to be a Tableau CRM Ambassador and a Salesforce Partner Solution Engineer. Mark lives in Sydney, Australia, with his wife, Christina, and son, Adam.
Read more about Mark Tossell

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The limitations of CRMA for data connections

You have learned what can be done in CRMA as far as data integration goes. Now you will learn some limitations of data integration, as demonstrated in the following list:

  • The results stored in Salesforce formula fields only update in CRMA datasets when full replication is performed for the relevant object.
  • The current limit for data sync (according to the Spring '21 release) is 100 objects.
  • Data sync only performs one sync per object. This is important if you need to perform multiple data syncs from one object.

    Important Note

    The Tableau Prep Builder can be used in cases where CRMA does not have the required ETL capability. For more information, please refer to https://www.tableau.com/products/prep.

Now it's time to create your first custom dataset using Salesforce data.

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Creating Actionable Insights Using CRM Analytics
Published in: Dec 2021Publisher: PacktISBN-13: 9781801074391
© 2021 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Mark Tossell

Mark Tossell is passionate about solving problems and improving processes using data. Tableau CRM (Einstein Analytics) and Tableau, powered by AI, are the tools of his trade. He is a proud wearer of the Salesforce Gold Hoodie and recipient of the inaugural APAC Awesome Admin award. He is also a Trailhead learning addict, having earned over 420 badges. In addition, he is honored to be a Tableau CRM Ambassador and a Salesforce Partner Solution Engineer. Mark lives in Sydney, Australia, with his wife, Christina, and son, Adam.
Read more about Mark Tossell

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