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Jingli Hu 3
Convert rows to columns
we need to show child records on the parent level, the number of rows in the table should follow the number of additional column with parents record. it appears there is a solution in
https://www.simplysfdc.com/2019/10/einstein-analytics-transpose-from-row.html by using Einstein Analystics. but wonder whether the new formated data can be saved in a custom object so that other none-Einstein Anlytics license user can also use it?
https://www.simplysfdc.com/2019/10/einstein-analytics-transpose-from-row.html by using Einstein Analystics. but wonder whether the new formated data can be saved in a custom object so that other none-Einstein Anlytics license user can also use it?
You might want to try the approach of querying endpoint(https://developer.salesforce.com/docs/atlas.en-us.bi_dev_guide_rest.meta/bi_dev_guide_rest/bi_resources_query.htm) in APEX callouts to be able to update records in org.You can export CSVs and use them in custom objects. It would just take a degree of customization.
In case you have einstein discovery please follow the article regarding Export Transformation
https://releasenotes.docs.salesforce.com/en-us/spring18/release-notes/rn_bi_integrate_export.htm
UPDATE:
You can use Salesforce Output connector: https://help.salesforce.com/articleView?id=sf.bi_integrate_connectors_output_salesforce.htm&type=5
According to the documentation "When the recipe runs, Tableau CRM can INSERT, UPDATE, or UPSERT the output dataset to the currently supported objects: Account, Opportunity, and custom objects."
If this information helps, please mark the answer as best. Thank you