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.
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 run a recipe: | Edit Dataset Recipes OR Edit CRM Analytics Dataflows |
| To view a recipe: | View Dataset Recipes |
- In data manager, click the Recipes tab.
- Click the triangle
to the right of the recipe name you want to run, and select Run
Now.
Note To secure access to sensitive data in datasets and
connected objects, you also need the Edit CRM Analytics Dataflows user permission when
working with recipes. With that permission, you can:
- Use connected objects in a recipe.
- Edit security predicates in existing recipes, which allows you to grant others, including yourself, access to more rows in the dataset.
- Run or schedule recipes that pull data from existing datasets with security predicates.
Users with the Edit Dataset Recipes permission but without the Edit CRM Analytics Dataflows permission can:
- Create a recipe that outputs datasets to their private app only.
- Run and schedule recipes that write to datasets that don’t have security predicates.
- Use a recipe to extract data from a dataset with a security predicate, but can’t change the predicate on the resulting dataset.