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Troubleshoot Revenue Insights Enablement
When enabling Revenue Insights, a few common errors can occur. You may not have configured data sync, you may have the wrong objects or custom objects. You may have Org configurations that are incompatible with the requirements of the app. The following sections can help you troubleshoot these common issues.
Understand Enablement Steps
Revenue Insights dashboards are created by CRM Analytics with the following flow:
- The Enablement Wizard runs.
- Placeholder datasets and dashboards are created.
- Recipes are generated.
- Extended metadata is applied to the populated datasets.
If the recipe fails, the app creation process will not complete successfully. The impact of this may manifest as dashboard errors, format issues in displayed data, or other unexpected behavior
Failure due to field availability or Org configuration
If the recipe failure can be corrected by changing the Org configuration (for example, field availability, user roles , or running replication recipes), complete the following steps:
- Correct the org configuration.
- Manually start the recipe through the Data Manager.
- Once the recipe completes, click Reset in the App.
- Do not change any of the options in the wizard, and complete the reset process.
Upon completion of the reset, the app creation succeeds.
Failure due to Data Sync
When Data Sync is enabled for CRM Analytics, the creation of new Apps may fail during recipe execution due to the fact that objects or fields referenced in the apps have not yet been created successfully in a connected dataset via Data Sync. Failures can also occur when there is a new version of the CRM Analytics App that includes additional default fields.
If your app fails due to data sync issues, complete the following steps:
- After the app failure, go to Data Manager > Connect, and run Data Sync for any SFDC Local connections.
- Open the App folder for the failed app and click the Reset button.
- Do not change any of the options in the wizard. Complete the reset process.
Failure due to App Configuration
The recipe can fail if a part of the configuration is incorrect. For example, the recipe could include a field reference whereas your Org contains custom references. Or, the recipe may require you have Forecasting enabled, and you do not have it enabled. To verify that this might be an issue review the Considerations section before enabling your app.
If you can correct the issue by changing an answer or selection in the wizard, perform one of the following actions:
- Delete the App and create an entirely new version of the App.
- Reset the App and choose different answers, as appropriate.
