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Meliora Insights, LLC

​Data Cloud | CRM Analytics  (TCRM / Einstein Analytics) Consulting
​meliora - 'for the pursuit of the better'


A blog series distilling quantitative concepts /use-cases in CRM Analytics  (Einstein Analytics).

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App versioning regime when developing in production.

4/18/2023

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Prep Work:
Create 2 apps in CRM Analytics -- one to contain to contain new / modified work for UAT testing (PreProd Testing) and another to contain archived copies (Archived Dashboards). Additional apps may be created to contain the same assets as it moves though varying stages of approval. (example: PreProd > UAT Testing >  Archive)


  • For modification of recipes/dataflow, backup JSON  before modifying.
  • For "new work" involving Dashboards, proceed to Production Deployment, step 3
  • For enhancement / repair requests for current dashboards in production, clone current dashboard, tag the cloned dashboard with the User Story number and save in 'PreProd Testing' app. This will be the replacement and once finished, will be presented to the stakeholder for testing.  After approval, the replacement dashboard will be deployed.


Production Deployment: 
  1. Rename the current dashboard and save in Archived Dashboards app. This copy (aka 'legacy' copy)  will have a  "pre"+ user story number suffix attached to it.
  2. Clone the replacement dashboard and save it in Archived Dashboards app. This will have a "post"+ user story number suffix attached to it.
  3. Rename the replacement dashboard by removing the prefix and saving it in the production app.
  4. Repoint any navigation links to the new dashboard.
  5. Verify the links and the placement of the 3 dashboards. Archived Dashboards should have two new assets-- the legacy and replacement dashboards and the production app should have the new dashboard.


Example:
User Story 1234 requests a color change and 2 additional filters for the 'Top Accounts'  (Dashboard ID 1) contained in the Sales Analytics app.


  • 'Top Accounts' to be cloned as 'Top Accounts_1234'  (Dashboard ID 2) and save in PreProd Testing.


  • Color change and 2 additional filters added to 'Top Accounts_1234' and submitted to stakeholder for approval.


  • After approval,  production deployment steps are done.
    1. Move the legacy dashboard (ID 1) to Archived Production app , renaming it as 'Top Accounts_pre_1234 '.
    2. Clone 'Top_Accounts_1234' (ID 2) as 'Top Accounts_post_1234' (ID 3) and save to Archive Production app.
    3. Remove the suffix and move 'Top Account_1234 (ID 2) to Sales Analytics  app.
    4. Repoint navigation links to point to 'Top Account' (ID 2).
    5. Verify the navigation links and that
 'Top Accounts_pre_1234  (ID 1)  > Archived Dashboards
 'Top Accounts_post_1234' (ID 3) > Archived Dashboards
 'Top Accounts' (ID 2) >  Sales Analytics.
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