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Revert a Data Prep Recipe to Data Prep Classic

By default, when you open a Data Prep Classic recipe, it upgrades to and opens in Data Prep. If the upgraded version has any issues, you can revert it to the Data Prep Classic version. The recipe reverts to the last saved Data Prep Classic version. CRM Analytics also creates a copy of the Data Prep recipe so you don’t lose changes made in 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
  1. In CRM Analytics, click Data Manager in the left pane.
    Data manager opens in a new browser tab.
  2. In Data Manager, click Dataflows & Recipes.
  3. In the Dataflows & Recipes tab, click Recipes.
    The Recipes subtab displays a list of existing recipes created in either Data Prep or Data Prep Classic.
  4. To revert a Data Prep recipe to Data Prep Classic, click the actions button (Action Menu button) to the right of the recipe, and then click Revert to Data Prep Classic Recipe.
    The Revert to Data Prep Classic Recipe option appears only for recipes that were created with Data Prep Classic and upgraded to Data Prep.
    The dropdown shows multiple tasks that you can perform on the recipe.
    The reverted recipe opens in Data Prep Classic. This recipe version is the last saved recipe in Data Prep Classic—the one that was previously upgraded to Data Prep. This version doesn’t contain changes made with Data Prep.
  5. When you’re done, save the recipe in Data Prep Classic.
    The Recipes subtab shows two versions of the recipe, one Data Prep Classic version (the reverted one) and one Data Prep version (a backup copy). Both recipes have the same name. The recipe with the Information icon (Information icon) is the Data Prep Classic version.
    The Recipes subtab shows two copies of the Opportunities (Clean) recipe. One has an information icon to indicate that is the R2 version.
  6. To distinguish the two recipes, rename the Data Prep recipe. To change the name, edit it and rename it in Data Prep.
    Both recipes also write to the same dataset. The dataset updates each time you run either recipe. Lenses and dashboards based on this dataset show the latest data based on the last run recipe.
  7. To edit the Data Prep Classic recipe in Data Prep Classic, click the actions button (Action Menu button) to the right of the recipe, and then click Open with Data Prep Classic.
    The Open with Data Prep Classic option appears only for recipes reverted to Data Prep Classic.
    The Open with Data Prep Classic option appears only for recipes created with Data Prep Classic, but later opened and saved with Data Prep.
  8. To edit the Data Prep Classic recipe with Data Prep, click the actions button (Action Menu button) to the right of the recipe, and then click Edit.
    After you save the recipe in Data Prep, the recipe upgrades to Data Prep. You no longer see the Information icon because it’s no longer a Data Prep Classic recipe. If you didn’t rename the previous Data Prep recipe, you now have two Data Prep recipes with the same name.
    The Recipes subtab now shows two recipes with the name Opportunites (Clean).
    If needed, you can revert the latest Data Prep recipe to Data Prep Classic.