crm-analytics-wave-generate
Installation
SKILL.md
Authoring CRM Analytics Assets
End-to-end workflow for authoring the full CRM Analytics asset stack — application, Wave Recipe, dataset, and Wave Dashboard — against a Salesforce org from a local SFDX project, without the UI.
Scope
- In scope: WaveApplication, WaveRecipe (R3 format), Wave datasets (recipe-driven + CSV upload via InsightsExternalData), Wave Dashboards (.wdash deploy + PATCH styling), SAQL step authoring, dataset XMD inspection, dashboard auditing.
- Out of scope: Standard Salesforce reports/dashboards, LWC analytics bridge components, Tableau CRM managed packages, org provisioning.
Decision Tree — Pick the Right Method
Before acting, read references/method-decision-tree.md to select the correct API path for the user's goal. Wrong method choices (e.g. multipart upload instead of R3 JSON body) cause silent failures that are hard to diagnose.