Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Run the DailyAggregation CRM Analytics Recipe

To create a reusable dataset, schedule your DailyAggregation CRM Analytics recipe to run on a regular basis. We recommend daily at midnight.
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions

In your org in Analytics Studio in CRM Analytics:

  1. Click Data Manager.
  2. Click Dataflows & Recipes.
  3. Click the Recipes tab.
  4. Next to your DailyAggregation CRM Analytics recipe, click the arrow.
  5. Click Schedule, and set up your schedule.