---
schema_version: "1"
id: 9f8ba81cf9005aff807b9691d8826ae5f6339744af4d754d45a4a4cb92a8e4b1
title: Run Data Sync and Recipes to Create and Refresh Datasets
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_integrate_run_schedule_jobs.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_run_schedule_jobs.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4d3a0f0e88d148f2b68d691be6097425fb710677c1cc55def9f645c6aee386ae
description: Whether you use local Salesforce data or pull data from an external source, you must set up CRM Analytics to load the data, make it available to CRM Analytics, and keep it up to date.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Run Data Sync and Recipes to Create and Refresh Datasets

Whether you use local Salesforce data or pull data from an external source, you must set up CRM Analytics to load the data, make it available to CRM Analytics, and keep it up to date.

To get the latest data, always run a data sync job to synchronize your data with the source before you run your recipe to load data into the dataset. To run these jobs on an ongoing basis, schedule syncs and recipes to run automatically and as frequently as needed. As you plan your strategy for loading and keeping data up to date, consider the CRM Analytics limits on your datasets and jobs.

- **[Run Data Sync to Synchronize Source Data in CRM Analytics](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_job_sync_data.htm&release=264.0.0&type=5)**  
    Make sure that the data available to CRM Analytics matches the data in your source, whether its Salesforce or an external data source. You can manually run or schedule each sync.
- **[Run a Recipe](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_data_prep_recipe_run.htm&release=264.0.0&type=5)**  
    Run a CRM Analytics recipe for the first time to create the dataset it defines. Run a recipe again to update the dataset with the latest synced data. You can run a recipe manually or on a schedule.
- **[Run a Dataflow](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_job_dataflow.htm&release=264.0.0&type=5)**  
    Like recipes, you can run dataflows manually or schedule them to run automatically at regular intervals to create your datasets and keep the data up to date. You can also stop a dataflow while it’s running.
- **[Schedule Smarter with Priority Scheduling](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_priority_schedule.htm&release=264.0.0&type=5)**  
    Priority scheduling for CRM Analytics recipes automatically manages your run queue. It prioritizes smaller and faster runs while ensuring that larger and longer runs are completed on time. Priority is automatically calculated based on factors such as historic runtime, dataset input size, and CSV file size. Priority scheduling is most helpful to smooth out occasional queue-time spikes. If you never or frequently see long queue times, then priority scheduling isn’t as helpful. Activate the feature in advance to manage your queue, not during a problem when your queue is already overloaded. This feature doesn’t increase your maximum number of concurrent runs.

#### See Also

- [Connect and Sync Your Data to CRM Analytics](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_connectors.htm&release=264.0.0&type=5 "Use the CRM Analytics connectors to connect data inside and outside of Salesforce. You can access data in your local org and external Salesforce orgs, apps, data warehouses, and database services.")
- [Get Started with Data Integration](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_get_started.htm&release=264.0.0&type=5 "In CRM Analytics, data integration involves gathering and preparing the Salesforce and external data you want to analyze. External data is data that resides outside of the Salesforce org that you use for Analytics, such as data from another Salesforce org, outside applications, spreadsheets, and databases. After integrating the data, you prepare it into datasets. Data preparation is the process of transforming your data into a form that’s meaningful and valuable to the people consuming it. For example, you can define data preparation logic that combines data from two data sources and cleans up inconsistencies, such as differently formatted dates and codes. Users then explore and visualize datasets through CRM Analytics lenses and dashboards.")
- [CRM Anaytics Limits](https://help.salesforce.com/s/articleView?id=analytics.bi_limits.htm&type=5&language=en_US)