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Tuesday, May 13, 2025
Salesforce: Inactive User
Monday, May 12, 2025
CRM Analytics: Unsupported Salesforce Data
CRM Analytics (CRMA) is an analytics tool by Salesforce and is hosted in Salesforce's core platform; however, not all of Salesforce's objects and fields are supported by CRM Analytics data sync, including external objects, so you can't build a CRMA dashboard that uses those fields or objects. Check out the following article.
A supported object is one for which you can grant field-level access in Setup. If you're unable to assign field access to a Profile in Setup, that object is considered unsupported in CRMA, e.g. LoginHistory object.
The following statement from the above help article explains this: "To extract fields, the object must be visible to the Integration User. If you can’t manage a field’s visibility in Setup, you can’t grant the Integration User access to it."
Reference:
Friday, May 9, 2025
Salesforce: Retrieve Report Metadata (2)
In a previous blog, we discussed how to use package.xml in Workbench to retrieve report metadata. However, if we simply need to retrieve the report metadata, e.g., to understand the object of a field added to the report, we can simply use REST Explorer in Workbench.
Use GET method /services/data/v62.0/analytics/reports/00OGB00000Dt9Qv2AJ
Change the highlighted ID above to the report ID you want to analyze.
A few items to note from the above data:
- factMap > T|T > aggregates - number of rows of the report
- factMap > T|T > rows - the cell value of each row
- reportMetadata > detailColumns - API field name for each column in the report, including the object name and whether it is a lookup field in the report type
- reportMetadata > reportType - the report type used for the report
Salesforce: Custom Report Type Metadata
The Spring '25 release enhanced the Custom Report Types user experience on the setup page; "Enhanced Custom Report Type Setup Page" in the "Reports and Dashboards Settings" should be enabled in the setup menu, which should be turned on by default; otherwise, your Salesforce admin needs to enable it.
The Custom Report Type is stored as metadata, which we shared here. How can I retrieve the Custom Report Type metadata without an IDE? You need to use a tool that supports REST Explorer:
1. Workbench
- Go to Salesforce Workbench.
- Log in with your Salesforce credentials.
- Navigate to Utilities > REST Explorer.
- Use the REST API endpoint mentioned above to retrieve report metadata.
- Open the Salesforce Inspector Reloaded panel
- Select the REST Explore menu
- Use the GET request as in Workbench
Tuesday, May 6, 2025
Salesforce: Upload Files to a Record
Record owner:

Share the file with a Library
Monday, April 14, 2025
CRM Analytics: Why I don't see Action
CRM Analytics offers users immediate action on a particular data in the dashboard. The "action" here refers to Salesforce action, where you can create and edit data directly from a CRM Analytics dashboard.
However, you may experience the action is not visible to you or your user; here 2 things that you can check:
1. CRM Analytics displays only the actions that are added to both the Quick Actions in the Salesforce Classic Publisher and the Salesforce Mobile and Lightning Experience Actions sections of the layout. This applies to the page layout assignments as per the user profile, too.
2. The user doesn't have permission to perform the action on a specific object, such as not having Edit permission on the record or object to update the record action.
Reference: