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Remove Inactive Users in Sales Analytics

Publiseringsdato: Apr 30, 2026
Beskrivelse

By default, Sales Analytics includes Inactive Users. A CRM Analytics (Tableau CRM) Admin (with the "Edit CRM Analytics (Tableau CRM) Dataflows" permission) can edit the dataflow to remove Inactive Users.

This is done by adding a filter node to the dataflow.


Caution: This requires editing the Dataflow Definition JSON file. Please make a backup copy of this file before editing.
Løsning

Download the Sales Analytics App dataflow

Retrieve the dataflow JSON through the following steps:
1. Gear Icon > Data Monitor
2. Change the view to Dataflow View
3. Click the dropdown options on the right side for the target dataflow and select Download
4. Open the resulting file in your favorite JSON editor.
 

Add the Filter_Inactive_User node

The following JSON defines a new Filter node named Filter_Inactive_User. It filters the User dataset to records where IsActive equals true, excluding deactivated users from Sales Analytics datasets.
"Filter_Inactive_User": {
"action": "filter",
"parameters": {
"filter": "IsActive:EQ:true",
"source": "Filter_User"
}
},

 

Modify the User_with_Roles node

The following is the existing User_with_Roles node. Change the 'left' parameter from 'Filter_User' to 'Filter_Inactive_User' so the role hierarchy uses only active users.
"User_with_Roles": {
"_comment": "Get user's role hierarchy",
"action": "augment",
"parameters": {
"right_key": [
"Id"
],
"left": "Filter_User",
"left_key": [
"UserRoleId"
],
"right_select": [
"Name",
"DeveloperName",
"Roles",
"RolePath",
"ParentRoleId"
],
"right": "Flatten_UserRole",
"relationship": "Role"
}
},

 

Change the "left" parameter to "Filter_Inactive_User" as below:

 

"left": "Filter_Inactive_User",

 

Upload the modified dataflow

Upload the dataflow JSON through the following steps:
1. Gear Icon > Data Monitor 
2. Change the view to Dataflow View 
3. Click the dropdown options on the right side of the target dataflow and select Upload
4. Locate and select the modified definition file.
 

Start the dataflow

You can re-run the dataflow by selecting Start from the dropdown menu in the Data Monitor. This removes Inactive Users in the related Sales Analytics datasets.

  
  

Knowledge-artikkelnummer

000387071

 
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Salesforce Help | Article