Loading

Troubleshoot CRM Analytics Templated App creation

Fecha de publicación: May 1, 2026
Descripción

When you create a CRM Analytics Templated App, the creation process follows a specific sequence of steps. If the process fails at any step, the app may not be fully created, resulting in dashboard errors, incorrect data formats, or other unexpected behavior.
CRM Analytics Templated App Creation Process

  1. Run the App creation wizard.
  2. Placeholder datasets and dashboards are created.
  3. Dataflows or Recipes are generated and run.
  4. Extended Metadata (XMD) is applied to populated datasets.
  5. Finishing touches are applied.

If the dataflow or recipe fails at step 3, the app creation process does not complete successfully. The impact may appear as dashboard errors, data format issues in displayed data, or other unexpected behaviors.

Solución

Important: Do Not Modify the Dataflow Before Its First Successful Run

Do not modify the dataflow definition before it completes its first successful run. Modifying it prematurely prevents the app creation from finalizing. You may customize the dataflow after the standard version has run at least once successfully.


Troubleshooting Dataflow Failure Due to Field Availability or Org Configuration

If the dataflow failure is caused by org configuration issues — such as field availability, user role setup, or a replication dataflow needing to run — follow these steps:

  1. Correct the org configuration issue. See field availability and user roles for guidance.
  2. Manually start the dataflow through the Data Manager.
  3. Once the dataflow completes successfully, click "Reset" in the App.
  4. Do not change any options in the wizard; complete the reset process as-is.

Upon completion of the reset, the app creation process should finalize successfully.


Troubleshooting Dataflow Failure Due to Data Sync

When Data Sync is enabled, creating new CRM Analytics Apps may fail during dataflow execution if objects or fields referenced in the app have not yet been created in a connected dataset via Data Sync. This may also occur when a new version of the App includes additional default fields that are not yet synced.
To resolve this:

  1. After the app failure, go to Data Manager > Connect and run Data Sync for any SFDC Local connections.
  2. Open the App folder for the failed app and click the "Reset" button.
  3. Do not change any options in the wizard; complete the reset process as-is.

Troubleshooting Dataflow Failure Due to App Configuration

The dataflow can fail if part of the app configuration is incorrect. Examples include: a custom field being used where a standard field is expected, or Products not being used but the option is set to "Yes" in the wizard. To resolve a configuration issue:

  • Delete the App and create an entirely new version of the App, or
  • Reset the App and choose different answers in the wizard as appropriate.

Further Troubleshooting

If recreating or resetting the app does not resolve the situation, contact Salesforce Support for additional troubleshooting.

Número del artículo de conocimiento

000383896

 
Cargando
Salesforce Help | Article