Overview
In CRM Analytics (also known as Tableau CRM), there are situations where you need to update an existing dataset with data from a different dataset while preserving the original dataset's ID. Preserving the dataset ID is important because dashboards and lenses reference datasets by their ID — updating the ID would require updating every dashboard and lens that references the original dataset.
When This Situation Occurs
A common scenario is when a CRM Analytics Recipe is updated to save to a different app. This action creates a new target dataset associated with the recipe. As a result, the recipe no longer updates the original dataset, and it cannot be directly reconfigured to point back to the original dataset. The original dataset ID remains, but its data no longer refreshes from the recipe.
The solution is to use a CRM Analytics Dataflow with an edgemart node and an sfdcRegister node to copy the new dataset's contents into the old dataset while keeping the original dataset ID intact.
How to Use a Dataflow to Overwrite a CRM Analytics Dataset
This approach uses a CRM Analytics Dataflow to read the new dataset and register it under the old dataset's name and ID. Because sfdcRegister is an overwrite operation, it replaces the existing dataset's contents while preserving the original dataset ID and system (API) name.
Before You Begin — Back Up the Default Salesforce Dataflow
Before modifying the dataflow, create a backup:
Steps to Overwrite the Dataset
The following steps use "New_Dataset" and "Old_Dataset" as example aliases. Replace these with the actual aliases used in your org.
{
"node1": {
"action": "edgemart",
"parameters": {
"alias": "New_Dataset"
}
},
"node2": {
"action": "sfdcRegister",
"parameters": {
"alias": "Old_Dataset",
"name": "Old Dataset",
"source": "node1"
}
}
}
Important — Schedule Dependency
You must ensure that the dataflow containing these nodes is always scheduled to run after "New_Dataset" is updated. This ensures that the contents of "Old_Dataset" always reflect the latest data from "New_Dataset".
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