Metadata Type: WaveXmd
WaveXmd is a metadata type in Salesforce that represents the extended metadata (XMD) for CRM Analytics (formerly known as Einstein Analytics or Wave Analytics). XMD allows developers and administrators to customize the formatting, labeling, and behavior of dataset fields and their values in CRM Analytics dashboards and lenses.
Overview of WaveXmd
WaveXmd is part of the Wave Analytics suite of metadata types, which includes:
- WaveApplication
- WaveComponent
- WaveDashboard
- WaveDataflow
- WaveDataset
- WaveLens
- WaveRecipe
The WaveXmd metadata type allows for customization of dataset fields and values without altering the underlying data. This customization can include changing display labels, hiding fields from the Explorer and Dashboard Designer, formatting measures, and applying multipliers to measure values.
Key Features of WaveXmd
Some of the primary capabilities provided by WaveXmd include:
- Changing display labels for fields and values
- Hiding dataset fields from the Explorer and Dashboard Designer
- Formatting measures (e.g., applying currency symbols, decimal rounding)
- Multiplying measures by a fixed amount
- Customizing default fields shown in values tables
- Formatting query results when multiple datasets are involved
Deployment Considerations
Deploying WaveXmd can be challenging due to its close relationship with datasets and other CRM Analytics components. Here are some key considerations:
1. Standard User XMD vs. Primary XMD
There are two types of XMD files:
- Standard User XMD: Tied to a specific dataset version and cannot be included in Salesforce packages.
- Primary XMD: Tied to a dataset container and can be included in packages.
When deploying, it's important to understand which type of XMD you're working with and how it will behave in the target org.
2. Dependency on Datasets
WaveXmd is closely tied to datasets. When deploying WaveXmd, ensure that the corresponding datasets are also deployed or already exist in the target org. Failing to do so may result in deployment errors or orphaned XMD files.
3. Metadata API Limitations
Some administrators have reported issues with retrieving WaveXmd using wildcard characters in Metadata API calls. It's often necessary to specify the exact names of the XMD files you want to retrieve.
4. Change Sets Limitations
Change sets may not always include WaveXmd when moving other CRM Analytics components. It's crucial to verify that XMD files are included in your change sets or to deploy them separately if necessary.
Best Practices for Salesforce Administrators
To effectively work with WaveXmd, Salesforce administrators should follow these best practices:
1. Use Version Control
Maintain WaveXmd files in a version control system to track changes and facilitate collaboration among team members.
2. Coordinate Deployments
Ensure that WaveXmd deployments are coordinated with related CRM Analytics components, especially datasets and dashboards.
3. Validate in Sandboxes
Always test WaveXmd changes in a sandbox environment before deploying to production. This allows you to catch any formatting issues or unintended consequences.
4. Document Customizations
Maintain clear documentation of all XMD customizations, including the reasoning behind changes and any dependencies on other components.
5. Use the CRM Analytics UI When Possible
Many XMD customizations can now be made directly in the CRM Analytics UI. Utilize this feature when available to reduce the complexity of managing separate XMD files.
6. Monitor Performance
Extensive XMD customizations can potentially impact dashboard and lens performance. Monitor and optimize as necessary.
7. Leverage Primary XMD for Packaging
When creating packages or planning for org-to-org deployments, use Primary XMD files to ensure portability.
8. Regular Maintenance
Periodically review and clean up XMD customizations to remove any obsolete or unnecessary modifications.
Conclusion
WaveXmd is a powerful metadata type that allows for extensive customization of CRM Analytics components. While it offers great flexibility in formatting and presenting data, it also requires careful management and deployment practices. By understanding its capabilities and following best practices, Salesforce administrators can leverage WaveXmd to create more intuitive and effective analytics experiences for their users.
As CRM Analytics continues to evolve, it's important for administrators to stay updated on any changes to WaveXmd functionality and deployment processes. Regular training and engagement with the Salesforce community can help ensure that you're using this metadata type to its full potential while avoiding common pitfalls in deployment and management.