Recipes are built in Data Prep rather than Setup, so the path starts in Data Manager. Get the graph right first, then worry about scheduling.
- Open Data Prep from Data Manager
In CRM Analytics, go to Data Manager and click Recipes, or Dataflows and Recipes if your org shows the combined tab. Click Create Recipe.
- Select your input data
Choose the datasets, connected objects, or direct data you want. Data Prep adds one Input node per selection. Only 50 columns are selected by default, so pick All Columns if future fields should follow.
- Add nodes along the graph
Hover the line between two nodes to reveal the Add Node button, then choose a type. Flatten any hierarchy before you join, or the flatten will not produce what you expect.
- Preview at every step
Select a node, or one transformation step inside a Transform node, to see the resulting rows. Sort, freeze the left columns, or search to confirm a specific record.
- Finish with an Output node and save
Add one or more Output nodes to set where results land, then save with a name and description. Check the target API name before the first run.
A dataset, connected object, or direct data reference.
Holds the individual transformations.
Adds related columns from another source.
Rolls rows up to a coarser grain.
Swaps values where key pairs match.
Writes the result to a target.
- A trended dataset cannot be used as recipe input, a limit people hit mid-build.
- Filter values are case sensitive, so a filter on Expired returns nothing when the stored value is EXPIRED.
- A Filter node placed right after a direct data Input node shortens the run by cutting records pulled in.
