Create a Recipe with Data Prep Classic

Use a Data Prep Classic recipe to transform data before loading it into a dataset. Only Government Cloud users can create recipes with Data Prep Classic. All other users, including those using Government Cloud Plus, must use Data Prep to create recipes.

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

Note To start creating a Data Prep recipe, see Create a Recipe with Data Prep.

1. In CRM Analytics, click the gear icon () and then click Data Manager to open the data manager.
   The data manager opens in a new browser tab.
2. In the data manager, click the Dataflows & Recipes tab.
3. In the Dataflows & Recipes tab, click the Recipes subtab.
   The Recipes subtab displays a list of your existing recipes.

   
4. Click Create Recipe.
5. From the list of datasets, select the one that contains the data you want to prepare. Alternatively, you can click the Connected Data tab to select a connected object if your org has Data Sync enabled.
   

   Note Make sure the connected object that you select has synced and completed at least once.
   You are prompted to enter a name for the recipe.
6. Enter a recipe name and then click Next.
   

   Note The recipe name you enter here is also used for the target dataset name.
   The recipe page opens, displaying a preview of the data from your selected dataset or connected object.