With Gearset you can easily migrate your Salesforce CRM Analytics settings between your orgs. Creating dashboards in your sandbox and deploying them out into production has never been easier!
Salesforce CRM Analytics
CRM analytics has gone through a number of names over the years. Formerly known as Wave Analytics, Einstein Analytics and Tableau CRM, Salesforce settled on CRM Analytics in 2022. It gives teams the power to derive deep insights from their data with custom dashboards and graphs. It’s a great way to make data-driven decisions which improve the effectiveness of your overall business.
Gearset fully supports the comparison and deployment of your CRM analytics metadata, so you can focus on reaping the benefits of your new data visualisations.
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Deploying Wave components
Salesforce’s AI capability, called Einstein, is powered by the underlying Wave metadata type. Let’s walk through the process of deploying Wave metadata between your Salesforce orgs with Gearset.
If you want to follow along for yourself, why not start a free 30-day trial and take these steps for your own orgs?
- Select your source and target orgs, then click Compare now
- Select your filter down the left-hand side and click the components you want to compare. In this example, we’ve chosen to compare all Wave metadata.
- Select the items you want to deploy, click Next, and then Gearset’s problem analysis will run.
- Once any issues have been fixed, you’re ready to click Deploy. If you want to schedule an automatic deployment for a later time, run a validation and then choose the date and time for the deployment.
That’s it, your target org now has all the power of CRM analytics!
Note: Seeing deployment errors like this: Not available for deploy for this organization? Make sure that CRM Analytics is enabled on your target org!
Want to try out a simpler way to deploy Wave analytics?
Want a faster and simpler way to manage your metadata deployments? Why not start a free 30-day trial to see how easy it is with Gearset’s metadata deployment solution?
