Run a CRM Analytics recipe for the first time to create the dataset it defines. Run a
recipe again to update the dataset with the latest synced data. You can run a recipe manually or
on a schedule.
Required Editions
| Available in Salesforce Classic and Lightning Experience. |
| Available with CRM Analytics, which is available for an extra cost in
Enterprise, Performance, and Unlimited Editions. Also available in
Developer Edition.
|
| User Permissions
Needed |
| To create a recipe: |
Edit CRM Analytics Dataflows OR Edit Dataset Recipes |
- Run a Recipe Manually
Run a CRM Analytics recipe for the first time to create the datasets it defines. Run it again to update the dataset with the latest synced data.
- Schedule a Recipe to Run Automatically
You can schedule a CRM Analytics recipe to run at a specific time or after an event. Use time-based scheduling to ensure that fresh data is available by a particular time or to run the job during non-business hours. You can schedule a recipe to run hourly, weekly, monthly, or on specific days of the week or dates. Use event-based scheduling to run a recipe after the sync runs to ensure that datasets include the latest data. If you split data prep across multiple recipes, use event-based scheduling to chain these recipes together to obtain the desired outcome automatically.
- Export a Recipe Schedule
Export your CRM Analytics recipe schedules as calendar format (ICS) for quick reference and visibility in your calendar. For instance, share a recipe's run schedule with stakeholders in other teams to coordinate data readiness and reporting deadlines.
- Monitor a Recipe Job
The Jobs subtab on the Monitor tab shows the status of data sync and recipe CRM Analytics jobs. You can view error messages about a job, view the run-time details about every transformation that is processed, and monitor the number of jobs remaining from your org’s 24-hour limit.
- Use the Recipe Inspector
Use the CRM Analytics recipe inspector to troubleshoot issues and improve performance. Deep-dive into your recipe jobs to view the detailed information at each stage of the flow. Monitor individual node performance and status. You can quickly identify a slow join or a transformation node that failed to make fixes immediately.
- Set Recipe Notifications
Get notified when your scheduled recipe runs.
- Download and Upload Recipes
Download and upload your recipe as a JSON file.
