---
schema_version: "1"
id: ab7410879bac1ff7a69c5a30433791eaf4d20da5d1c3f2da17f6eab81138d289
title: Data Manager for CRM Analytics
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_integrate_data_manager.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_data_manager.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3a19529624a8bb266667936580be31a750714fe0024812ab2e600942c590b180
description: The data manager is where you monitor your data jobs, prepare datasets with recipes and dataflows, and connect to data.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Data Manager for CRM Analytics

The data manager is where you monitor your data jobs, prepare datasets with recipes and dataflows, and connect to data.

To open the data manager in CRM Analytics, click the gear icon (![Gear icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_integrate_dataflowmanager_gear_icon.png)) and then click **Data Manager**.

The Data Manager consists of multiple tabs.

![Data Manager shows the status of jobs that are running or have run.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/analytics/images/sdp_data_manager.png)

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

Note If you purchased CRM Analytics and Data Pipelines, use the dropdown menu to switch between the two. For example, to view and create recipes for Data Pipelines, select **Data Pipelines** first.

Use these Data Manager tabs to perform various tasks.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <colgroup>
            <col style="width:16%">
            <col style="width:84%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d61288e69">Tab</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d61288e72">Usage</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="Tab" class="slds-cell-wrap" style="vertical-align:top;" headers="d61288e69 ">Jobs Monitor</td>

              <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d61288e72 ">Monitor and troubleshoot jobs, like recipes that are currently
                running.</td>

            </tr>
            <tr class="">
              <td data-label="Tab" class="slds-cell-wrap" style="vertical-align:top;" headers="d61288e69 ">Data Assets</td>

              <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d61288e72 ">View data sources, including datasets and connected objects, that you can use
                in recipes. Upload CSV files to get access to other data sources that don’t have
                prebuilt connectors.</td>

            </tr>
            <tr class="">
              <td data-label="Tab" class="slds-cell-wrap" style="vertical-align:top;" headers="d61288e69 ">Recipes</td>

              <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d61288e72 ">
                <p>View, edit, delete, and run recipes. You can also access Data Prep to create
                  a recipe from this tab.</p>
                <p style="margin-bottom:0;">This tab is the only one visible to users with the
                  Recipes View Only permission. When these users open this tab, they can open the
                  recipe in the editor and examine its details. However, they can’t change
                  recipes. They also can't delete or create recipes.</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Tab" class="slds-cell-wrap" style="vertical-align:top;" headers="d61288e69 ">Usage</td>

              <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d61288e72 ">Monitor Data Pipeline usage and limits. View data about the number of rows in
                all datasets, the output to Salesforce and CSVs, the number of external data
                uploads, the combined number of dataflow and recipe runs in a 24-hour period, and
                more. You can also view this information on the Getting Started page in setup. The
                limits vary based on your licenses.</td>

            </tr>
            <tr class="">
              <td data-label="Tab" class="slds-cell-wrap" style="vertical-align:top;" headers="d61288e69 ">Connections</td>

              <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d61288e72 ">Create, edit, and delete connections to different source and target systems.
                A connection enables recipes to access data in that system. Data Pipelines
                provides out-of-the-box connectors that allow you to quickly create
                connections.</td>

            </tr>
            <tr class="">
              <td data-label="Tab" class="slds-cell-wrap" style="vertical-align:top;" headers="d61288e69 ">Data Templates</td>

              <td data-label="Usage" class="slds-cell-wrap" style="vertical-align:top;" headers="d61288e72 ">Create common use case data tasks from templates to accelerate your data
                pipeline experience.</td>

            </tr>
          </tbody>
        </table>

## Jobs Monitor Details

On the Jobs Monitor tab, the number of jobs is limited to 500 rows. Use the Search bar to find older jobs as needed.

To get details about a running job, like progress, who started it, or why it was canceled, click the job ID.

If a job fails or completes with a warning, open the job to see which rows have warnings. Click the warning icon in the rows' status column, then **Job Details**, to download a log with more information.

For different job types, different user permissions are required to view logs.

In all cases, the job owner can view any error log(s).

For data sync jobs, recipe jobs, and dataflow jobs, scheduled or manual, users need **Edit CRM Analytics Dataflows**, **Edit Dataset Recipes**, **Manage CRM Analytics**, or **View All Data**.

For file upload jobs, users need **Job creator** or **View All Data** and **Edit CRM Analytics Dataflows** or **Manage CRM Analytics**.

#### See Also

- [Enable Data Manager (Legacy)](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_data_manager_legacy.htm&release=264.0.0&type=5 "To update and create dataflows as you migrate them to data prep recipes, first enable Data Manager (Legacy).")
- [Monitor](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_data_monitor.htm&release=264.0.0&type=5 "The monitor provides options for you to manage jobs.")