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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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Deployming CRMA from lower to higher environments

11/15/2024

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Issues Encountered in deployment from lower to higher sandboxes


Issue: Dashboard errored out since recipe needed to be run ( invalid Dataset ID )
Solution: Run the recipe


Issue:  Recipe can't run because fields were missing
Solution: Verify fields exists in SFDC using object manager, then going into the proper perm set >object settings to see if 'read' permission is checked, then assigning the perm set to user, integration user and security user.


After this step, verify the fields are ready to be synched by  'analytics studio' > connections > edit objects> and check the fields to be included.

Verify fields are in the ingestion nodes is the recipe

Run the recipe. After finishing the dashboard should open.


Issue: Lightning web page 'X' was missing in the tab list.
Solution: go to lightning app builder> find Lightning Web Page there, then save>activate
After above, add the menu item in the mage desired.


Make sure to put all components needed in the 'Studio Hub Components' tab.
​This includes perm sets, image widgets, dataflow and recipe, dashboards, lightning web pages.
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