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Use a Join Node on the Add Input Data Screen (Salesforce Objects Only)

When working with Salesforce objects in CRM Analytics, you can create your dataset and join data source in one step on the Input Data screen. Add Input Data also recommends columns that match each of your data sources and can serve as join keys.

Required Editions

User Permissions Needed
To manage and create a recipe: Edit CRM Analytics Dataflows OR Edit Dataset Recipes

  1. From the Add Input Data screen of a Data Prep recipe, select an object. This object is the left side of the join operation.
    Select an object from the Add Input Data screen
  2. In the right pane, the Related Objects tab lists the columns that have other objects related by a matching column. The selected related object is the right side of the join operation. When you select one, a number appears in the left column to indicate the order in which it was joined.
    Recommended join keys display under the Related Objects tab
  3. Click Next.
  4. The recipe displays the joined objects.
    Joined Salesforce objects display in a Data Prep recipe