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Unexpected Error when embedding CRM Analytics dashboard component with a filter

Veröffentlichungsdatum: Jun 14, 2023
Beschreibung
Embedded CRM Analytics Dashboards that contain a Filter can cause an "Unexpected Error" to appear onscreen in some circumstances.


​The underlying issue is caused by this error which happens when the record page is loaded:

 "This record could not be loaded because it includes too many formula fields with complex formulas, or too many custom fields. Ask your Salesforce administrator to remove some formula fields or simplify the formulas in use."

Additional details about this underlying issue can be found here.

As a result, users will see the "Unexpected Error" on embedded dashboards which contain a filter when the record page contains too many formula fields with complex formulas, or too many custom fields.​

 
Lösung

As a workaround, customers can use a VisualForce page to embed dashboards using the correct filtering (not selection) syntax to retrieve the record page.

Nummer des Knowledge-Artikels

000381610

 
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Salesforce Help | Article