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Error: "Insufficient access rights on cross-reference id" when saving CRM Analytics assets

Дата публикации: Apr 22, 2026
Описание

There are two circumstances under which a user would receive an "Insufficient access rights on cross-reference id" error message when attempting to save CRM Analytics assets:

  • Attempting to save a dataset into any Templated App using Dataset Creator for which the user does not have access to the App
  • The environment has Sales Cloud Einstein licenses and, as a result, uses the Sales Analytics for Sales Cloud Einstein App. Per contractual obligations, users may not make any changes to the App. Please note that this includes manually uploading Quota data directly into Sales Analytics


 

Решение

In either circumstance, users will need to save the impacted asset into another App to which they have access.

While uploading Quota data directly into the Sales Analytics for Sales Cloud Einstein App is not supported, there are two potential solutions.

Long-term solution

Once Collaborative Forecasting is enabled and Quotas are set up, Sales Analytics will automatically digest Quota data after the App is reconfigured.

Short-term solution

To manually load Quota data into the Sales Analytics for Sales Cloud Einstein App, we'll need to upload the Quota data into a different App and then use a dataflow to edgemart the Quota data and overwrite its counterpart in the Sales Analytics App.

1. Create New or Backup Existing Dataflow

  • If you have Data Sync enabled, you can create a new Dataflow for this process.
Without Data Sync, you'll need to use an existing Dataflow. Back up the existing Dataflow by selecting the Download option in the Dataflow Editor or Data Manager | Dataflows and Recipes options menu.

2. Upload Replacement Dataset
Upload the CSV containing the Quota data into a separate App through the Create | Dataset | CSV UI options.

3. Create Dataflow Definition
In your preferred JSON editor, create a new dataflow definition with an Edgemart - sfdcRegister node pair. Update the Node names, aliases, and source as needed. See the code sample below:
"Replacement_A" is the alias of the newly uploaded dataset with the replacement data.
"plain_quota" is the alias of the Quota dataset in the Sales Analytics for Sales Cloud Einstein App. Note that the alias of the Quota dataset may be appended with a number (ex. plain_quota1), so adjust the below as necessary. 
"EdgemartReplacementA" :{ 
"action":"edgemart", 
"parameters":{ 
"alias":"Replacement_A" 
} 
}, 
"Registerplain_quota" :{ 
"action":"sfdcRegister", 
"parameters":{ 
"alias":"plain_quota", 
"name":"Quota", 
"source":"EdgemartReplacementA" 
} 
}

Save this dataflow definition.
 
4. Upload and Run Dataflow
Upload the dataflow definition JSON created in step 3 and run it. This will effectively copy the contents of the replacement dataset(s) into the empty dataset(s).
 
5. Verify Dataset Visibility
Verify the contents and visibility of the updated Quota dataset. You'll likely want to delete the replacement dataset to avoid unnecessarily impacting your dataset row limit.

6. Run the Sales Analytics for Sales Cloud Einstein dataflow
To see the data in the newly-updated Quota dataset in Sales Analytics, run the App's dataflow.
 
7. Clean-up
If you used an existing dataflow, restore the backed up dataflow definition and run it. This should now perform normally.

 

Номер статьи базы знаний

000386880

 
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Salesforce Help | Article