Articles tagged “analytics”
- AffinityScoreDefinition Metadata Type in SFDX
Define and deploy customer and stakeholder affinity scoring rules in Salesforce DX using the AffinityScoreDefinition metadata type and SFDX workflows.
- Dashboard Metadata Type Reference
Configure and deploy Dashboard (.dashboard-meta.xml) metadata for 12-column Lightning grid layouts, dynamic running users, dashboardFilters, and SOQL.
- Data 360 Ingestion and Lakehouse Architecture
Design enterprise data pipelines in Salesforce Data 360, from zero-copy data shares and DLO mapping to unified Customer 360 DMOs and calculated insights.
- Data 360, Tableau Next, and CRM Analytics MCP
Query unified Data 360 profiles with SQL, analyze governed Tableau Next semantic models, and run schema-grounded SAQL queries in CRM Analytics via MCP.
- DecisionTableDatasetLink Metadata Type in SFDX
Configure DecisionTableDatasetLink metadata in Salesforce DX to bind Decision Tables to underlying datasets, enabling high-volume analytics rule engines.
- DiscoveryGoal Metadata Type in SFDX
Configure DiscoveryGoal metadata in Salesforce DX to define business optimization targets and outcome metrics for Einstein Discovery machine learning models.
- EclairGeoData Metadata Type in SFDX & Metadata API
Learn how to define and deploy EclairGeoData in SFDX to deliver custom GeoJSON territory maps and spatial charts in CRM Analytics and Tableau dashboards.
- ReferencedDashboard Metadata in SFDX
Master ReferencedDashboard metadata to configure embedded CRM Analytics and Tableau CRM dashboard components across templates and Lightning pages.
- Report Metadata Type Reference
Configure, retrieve, and deploy Report (.report-meta.xml) metadata for Tabular, Summary, Matrix, and Joined reports, folders, crossFilters, and SOQL.
- ReportType Metadata Type Reference
Configure and deploy ReportType (.reportType-meta.xml) metadata for custom report types, up to 4 object joins (inner and outerJoin), and lookup fields.