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Maintain Your CRM Analytics & Einstein Disc. Cons. Certification for Spring ’25

 

Give Users Read-Only Access to Recipes

Improve data transparency for your team while maintaining control over data processes. By granting users read-only access to recipes, you allow users to view the details of recipes and understand dataset content without the risk of accidental modifications.

Assign colleagues the permission: Recipes View Only. With this permission, when users visit Data Manager, they see only the Recipes option. They can open recipes and view their content but can’t edit, run, or delete them.

From Setup, in the Quick Find box, search for and select Permission Sets. Select or create a permission set. Click System Permissions, and select Recipes View Only.

When users visit Data Manager and click a recipe name, they can view the recipe’s details in the recipe editor.

Data Manager shows only the option to view recipes.

Use Version Control When Saving Dashboard Component Changes

Enhance your ability to manage and track changes in dashboard components by implementing version control. Users can now efficiently view and restore past versions, which was previously a manual and time-consuming process.

After you make changes to a dashboard component, save it and describe the update in the Version History field.

Save Component window for DTC Global Sales with “Updated metrics and titles” saved in Version History field.

To view a component’s current and past versions, click Preview. Click More options and select Version History. To restore another version, select the version that you want and click Save.

Component Version History.

You can now disable tooltips for link widgets to reduce visual distractions and improve focus. Previously, the URL was displayed in the tooltip by default. Now, users can select from three options, None, Default, or Custom. None disables the tooltip entirely, while Custom offers the option to set a tailored message with descriptive text. Here’s how.

In the widget properties, select URL from the Link To menu, and go to Tooltip. Select from the list of options.

  • None disables the tooltip when hovering over the link widget.
  • Default displays a link to an external URL.
  • Custom displays user-defined text. The tooltip isn't displayed if no text is added.

Tooltip settings showing options for None, Default, and Custom.

Download Data Sync Job Logs in Data Manager

Diagnose issues with data sync jobs faster by downloading detailed job logs. Previously, logs were available only for recipes and dataflows, but Salesforce has added the ability to download data sync job logs. Detailed job logs can help pinpoint data sync issues for quicker diagnostics.

In Data Manager, open a job with warnings. In the status column, click Warning, and then click Job Details to download the log.

Popup on a data sync job item showing the job details download option.

Downloading detailed job logs can help users identify issues and resolve problems with data sync performance.





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