---
schema_version: "1"
id: f3577677137e14477239633899266554090d5bcf2b34b5c63285f0e408b81b1a
title: Batch Data Transform for CRM Analytics
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/task_cxi_analytics_run_batch_data_transform.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.task_cxi_analytics_run_batch_data_transform.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 197856a42f5a65e561c91b636e789845176c013e8d5052088923e5b3678b6b2a
description: After configuring the CXI Analytics app, ensure that the required batch data transforms are completed and executed in the correct sequence.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# Batch Data Transform for CRM Analytics

After configuring the CXI Analytics app, ensure that the required batch data transforms are completed and executed in the correct sequence.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Enterprise</strong>,&nbsp;<strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions where Customer Experience Intelligence is enabled</td></tr></tbody></table>

To ensure accurate data processing, these Batch Data Transforms (BDTs) are installed as part of the CXI app installation

- CXI Analytics Data Transform: Available in the setup.
- CXI Product Insights BDT: Available when Product Insights is enabled in the setup.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-customer_experience_intelligence-264-0-0-production-enus/c8361df6-3338-41b6-9b03-2373fb35efd7/images/icon_note.png)

Note BDT 2 (CXI Product Insights BDT) must only run after BDT 1 (CXI Analytics Data Transform) is completed.

## Manual Refresh Instructions

When manually triggering the BDTs:

- Trigger BDT 1 (CXI Analytics Data Transform) first.
- After completing BDT 1, proceed with triggering BDT 2 (CXI Product Insights BDT).

## Scheduling BDTs

To ensure that the most up-to-date data is available by a particular time or to run a job during non-business hours, [schedule a batch data transform](https://help.salesforce.com/s/articleView?id=data.c360_a_batch_transform_schedule.htm&type=5&language=en_US). When scheduling the BDTs:

- Ensure BDT 2 is scheduled to run at least one hour after BDT 1.
- Adjust the timing to 30 minutes or up to 2 hours based on the data volume and expected duration for BDT 1 to complete.