.ultrageek. Computers, Music, and Thoughts

12Jul/170

Adding New Opportunity Record Type to Wave Sales App

We created a new Opportunity Type over the weekend and I assumed that it would just magically get added to the Opportunity dataset that the default Wave Sales App builds out but no, the dataflow/dataset was missing all the records related to the new record type. Creating a new dataset showed the data so I knew it was the dataflow somehow.

This is a braindead post to remind folksĀ that if you create a new Opportunity record type and use the Salesforce.com default Wave App that you have to go in and update the dataflow JSON in about 4 places depending on the options you picked when you created the App.

These are the nodes:

  • Opportunity_Custom_Filter_Flag
  • Activity_Custom_Filter_Flag
  • Pipeline_Trending_Custom_Filter_Flag
  • Opportunity_Products_Custom_Filter_Flag

I recommend just downloading and updating the sections using a JSON editor like this one.

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