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Create datasets using InsightsExternalData and InsightsExternalDataPart Objects in CRM Analytics

Publiceringsdatum: Feb 3, 2026
Beskrivning

Datasets within CRM Analytics can be accessed, created, and modified using the InsightsExternalData Object.

The InsightsExternalData object enables you to configure and control external data uploads and is used with the InsightsExternalDataPart object, which holds the parts of the data to be uploaded.

We used workbench in this example to create the dataset in analytics using CSV file external data.

Pre-Requisites:

1. External Data file (CSV - Base 64 encoded)
2. MetaData file for the above data file.  (click here for reference)


* Files used is attached to this article in .zip format. (InsightsExample.zip)
 

Lösning
Steps:
1. Login to  Workbench 
2. Data | Insert | Select Object type as InsightsExternalData
3. Populate the values of each field as specified here. The CSV file we used to insert into InsightsExternalData is attached to this article. In the below table we have mentioned the values we used for this example in braces.
 
DataflowDataflowName (DataflowName)
DescriptionDescription (Description)
EdgemartAliasDataSetName (MyExternalDataset)
EdgemartLabelDataSetLabel (MyExternalDataset)
FileNameExternal Data file name (InsightsDataset)
FormatCsv
MetadataJsonBase64 encoded string of metadata JSON file (Contents from the file - MetaDataJson Base64 Encoded)
OperationUpsert
4. Insert the record and store the Salesforce ID generated we need this in next step.
5. Now  Insert data into InsightsExternalDataPart with values as below.
                
DataFileBase64 encoded string of data file (Content from file- InsightsDataset Base64 Encoded file)
DataLength 
InsightsExternalDataIdId of InsightsExternalData object we created in the above step
PartNumberPart number of the data files (1)
6. Insert the InsightsExternalDataPart file.

7.If your data file is huge, you need to chunk it into parts of 10 MB chunks and use PartNumber to specify the order of the files, each chunk needs a separate InsightsExternalDataPart file inserted. 
8. Once all the part files are inserted we need to update the parent InsightsExternalData record to process the data. 
9. Now go to update > InsightsExternalData  > use the Id we stored earlier and update the record with below fields. 
Action: Process
10. Once the Update is successful navigate to Analytics Studio > Data Manager and you can see a job submitted with the name of the dataset alias we used, once the job runs successfully you can see the dataset created.  


Similarly, you use other Operation's on the InsightsExternalData object like Append, Delete, Overwrite etc. 

For more information, refer to the following documentation.

Knowledge-artikelnummer

000384582

 
Laddar
Salesforce Help | Article