CRM Analytics: Long Text Area field only show 255 chars

The Long Text Area field or Rich Text Area field allows users to enter up to 131,072 characters on separate lines, which by default is 32,768 when creating the field. However, the table widget in CRM Analytics only shows 255 characters. What is the cause?

By default, Precision is blank in the sync setup; you can navigate from Data Manager >>  Connections >> SFDC_LOCAL, click the object name, click the pencil icon next to the field name, enter the length of the characters as you need in the Precision box.

Salesforce: Case fields that cannot be removed from page layout

Certain Salesforce Case standard fields cannot be removed from the case page layout, but you can set them as read-only and tell your users to ignore those fields, it would be a good idea to move them to the bottom of the page. 

These fields are marked with a blue dot when you open the case page layout:

 

• Contact Name
• Status
• Priority
• Case Origin
• Subject
• Description
• Web Email

dsds

If you upgrade the form to a dynamic layout, the restriction that the fields must always be shown is no longer applied.

CRM Analytics: Calculate aging excluding weekends in Dataflow

We shared the Salesforce formula field to calculate aging without the weekend here. But can we replicate it in CRM Analytics? 

Here is the formula using dataflow in compute expression:

Full_Weeks (in Numeric)
floor(date_diff("day", toDate(CreatedDate_sec_epoch), toDate(CloseDate_sec_epoch))/7) * 5

Remaining_Days (in Numeric)

date_diff("day", toDate(CreatedDate_sec_epoch), toDate(CloseDate_sec_epoch)) % 7

Start_Day (in Numeric)

day_in_week(toDate(CreatedDate_sec_epoch))

Weekend_Adjustment (in Numeric)

case when (Start_Day + Remaining_Days) > 7 then 2 

     when (Start_Day + Remaining_Days) == 7 then 1 else 0 end

Business_Days_Aging

Full_Weeks + Remaining_Days - Weekend_Adjustment

Notes:

• The floor(numeric) function rounds a numeric value down to the nearest integer. For example, floor(125.625) will return 125.
• For more information and samples on date_diff() function, check out this blog Duration between Date or Date/Time Fields. 
• The day_in_week(date) function returns the day of the week as numeric, where Sunday = 1, Monday = 2, etc.

Sample:

Convert SOQL result Date/Time field to Excel

Sample: SELECT Id, CreatedDate FROM Account

Result of CreatedDate: 2024-08-14T14:48:05.000+0000

To Convert into Excel as Date/Time format:

1. Formula =VALUE(SUBSTITUTE(LEFT(A2, 19), "T", " "))
2. Format Cells... (or Ctrl+1) for the above formula cell, select Custom, and Type: yyyy-mm-dd hh:mm:ss
3. Done