View or Edit a Recipe

In CRM Analytics, view or edit a recipe by clicking its name. By default, all recipes open with Data Prep. When you edit a Data Prep Classic recipe, the recipe upgrades to and opens with Data Prep.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available for an additional cost in: Enterprise, Performance, and Unlimited Editions
User Permissions Needed
To manage and create a recipe: Edit CRM Analytics Dataflows OR Edit Dataset Recipes
To view a recipe: Recipes View Only permission
  1. In Data Manager, click Recipes
  2. To view or edit a recipe in Data Prep, click the recipe name.
  3. View or, if you have appropriate permission, edit the recipe.
  4. If you have appropriate permission, save the recipe.

For information about editing recipes created with Data Prep Classic in Data Prep Classic, see Revert a Data Prep Recipe to Data Prep Classic.