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Tag Archive for ideas

My Wave…Ahem, Einstein Analytics Wish List PLUS A Bug!

SFDCr - Salesforce Ideas

I’ve been thinking about Einstein Analytics, its current feature set and the gaps impacting my day to day.  I thought I would list some of those here, in no particular order.  I’m sure I am forgetting some, so remind me in the comments and I can add as I think of more!

Alright…I know everyone doesn’t get a pony!  But we can try?

Edit Steps w/ Bindings In UI Outside of JSON

Currently, we still edit these steps with static bindings…but we do a lot of “\n” \” etc…

Edit SAQL & Still Use UI

Being able to edit the groupings, measures, filters and other features in the UI after making an edit to the SAQL would be a huge win.  You can always go back to before you made that change but currently it makes you think twice about the order of operations.

Allow “Locked” Containers

Imagine a container that is ‘frozen’ (just like “freeze panes” or locking the top row in Excel) and anything that you placed in that container – Titles, Pillbox, Filters would remain glued to the area of the dashboard that you selected.  It would be ‘immune’ from scrolling.  This would allow users the ability to scroll down to view other dashboard widgets but always have the filters/pillboxes to toggle from within easy reach.

Multi-Line Commenting

If I have to ‘dash-dash’ another consecutive line…

Advanced Filter Logic (And/Or) Outside of SAQL

Sure, AND (((we AND can) OR (do AND the)) OR advanced) AND in AND SAQL AND (but OR why OR not OR make OR it OR easier?)

This includes being able to select (in the UI) the same field to filter for two or more conditions!

Allow The Use of Bindings to Toggle Images

This would allow the limit of 20 pages to go a lot farther.

Bug – Incrementing After Mouse No Longer Clicking

I have to list this bug as I realized this is not yet resolved even as of Winter ’19 in my pre-release org.  As you can see below, you can click the mouse once on the arrows and it will continue to increment even after ‘mousing up’ during hover-over…while the mouse is no longer clicking!

How to Close or Complete Event Activities + Salesforce Bug!!

Salesforce Events – Closed or Open?

Do you know what determines whether a Salesforce Event Activity displays in the “Open Activities” related list or the “Activity History” related list?  Let’s start with an event activity with a start/end date in the past:

Event Details

This record displays on the Account detail page within the “Activity History” related list, not the “Open Activities” section.

account activity history related list

What about when you are selecting to view Open or Completed Activities within a Salesforce Report?

report show open or completed activities

 

Events Are Automatically Completed/Closed

Salesforce documentation indicates “All events will automatically be moved to the Activity History the day following the scheduled event date.”  In other words, unlike tasks where they are manually marked “complete” – events are automatically completed after the scheduled date has past.

I found this very interesting because I’ve seen events appear “completed” on the same day as the scheduled start/end date.

A Warning About Utilizing Report Data

Within Salesforce Reports, there is a field labeled “Closed.”  This field indicates whether the task or event record has been completed.  This isn’t an actual field on the record and cannot be found within the database utilizing a SOQL query.

event soql db details no closed field

The issue with Events is that the same exact “Closed” field can display different results depending on whether it is a standard or custom report type.

The same record above that displays in the “Completed Activities” related list displays as “Closed” = True in the standard activity report type:

Standard Report Type Closed Event

However, when using a custom report type the same record displays as “Closed” = False.

Custom Report Type Open Event

Come on Salesforce!  This can’t be by design, can it?!  I can only assume that because it’s really a ‘faux field’ and the report is determining whether the event is closed or not that this logic was only applied to the standard report types.

This can be dangerous particularly if you were using this field in a CRT as filter criteria or using this field to aggregate – sum/avg/etc across all activities.

What are your thoughts or issues with Events?  Have you created a custom field to let users manually indicate whether they have completed the activity?  There are numerous ideas on the Success Community regarding the way Events are marked complete.  Here’s one.  Please let me know your thoughts in the comments or on twitter @SFDC_r – I would love to hear from you!