Revert to Previously Saved Versions of Dashboards, Lenses, and Dataflows Using Asset History (Pilot)

Until now, if you edited dashboards, dataflows, and lenses, you had to save a copy of each version if you wanted to revert to that version. With Asset History, every time you save a new version of an asset, Analytics automatically stores a snapshot of it. You can tag assets with descriptions for easy reference later when you or someone on your team wants to restore a particular version. View and revert to previously saved versions using Workbench API calls.

Where: This change applies to Einstein Analytics in Lightning Experience and Salesforce Classic. Einstein Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.

Note

Note

We provide Asset History to selected customers through a pilot program that requires agreement to specific terms and conditions. To be nominated to participate in the program, contact Salesforce. Pilot programs are subject to change, and we can’t guarantee acceptance. The feature isn’t generally available unless or until Salesforce announces its general availability in documentation or in press releases or public statements. We can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Who: To take advantage of the Asset History API, you must have an Analytics Platform license with the Einstein Analytics Asset Version user permission enabled.

How: To use Asset History, contact your Salesforce representative to ask for the Einstein Analytics Asset Version permission to be enabled in your org. The permission is automatically enabled in SFDX scratch orgs.

To tag dashboards and lenses, add a description to the Version History box that Analytics displays when you save them. The first time you create a dashboard, lens, or dataflow, Analytics tags the asset for you. Analytics also tags assets when you create an app from a template or upgrade an app to a new version. By default, Analytics saves up to 10 versions of tagged and 10 versions of untagged assets.

To preview previous versions, use Workbench GET API calls to see the JSON for older versions, including the tags. Use PUT API calls to restore to previous versions.

Note

Note

As of this release, dataflows don’t include the UI tagging feature. Instead, you can add a tag programmatically using REST API.