Create the LMAJoin CRM Analytics Recipe

In your org in Analytics Studio in CRM Analytics:

1. Click Data Manager.
2. In Dataflows & Recipes on the Recipes tab, click Create Recipe.
3. Click Add Input Data.
4. Select sfLma__License__c, and select all columns.
5. Create a transform named License with these specifications.
   • Custom Formula: string(Id)
   • Output Type: Text
   • Length: 255
   • Default Value: blank
   • Show Results In: New Column (and Keep Original)
   • Column Label: LicenseRecordId
6. Add a join to Lead with these specifications.
   • Select Input Data to Join: Lead
   • Columns to Select: Company, First Name, Id, Last Name
   • Join Type: Lookup
   • Join Keys: License: Record ID = Lead ID
   • API Name Prefix for Right Columns: Lead
7. Add a join to Account with these specifications.
   • Select Input Data to Join: Account
   • Columns to Select: Name
   • Join Type: Lookup
   • Join Keys: Account Name = Account Name
   • API Name Prefix for Right Columns: Account
8. Add a join to sfLma__Package__c with these specifications.
   • Select Input Data to Join: sfLma__Package__c
   • Columns to Select: All fields
   • Join Type: Lookup
   • Join Keys: Package = Record ID
   • API Name Prefix for Right Columns: Package
9. Create a transform between the join and sfLma__Package__c with these specifications.
   • Custom Formula: substr(sfLma__Package_ID__c, 1, 15)
   • Output Type: Text
   • Length: 255
   • Default Value: none
   • Show Results in: New Column (and Keep Original)
   • Column Label: PackageID15
10. Create another join with these specifications.
    • Select Input Data to Join: sfLma__Package_Verzion__c
    • Columns to Select: All fields
    • Join Type: Lookup
    • Join Keys: Package Version = Record ID
    • API Name Prefix for Right Columns: PackageVersion
11. Create an output with these specifications.
    • Write To: Dataset
    • Dataset Display Label: LMAJoin
    • App Location: PartnerIntelligence
    • Sharing Source: default
    • Security Predicate: Apply row-level security to the target dataset by adding a predicate filter condition
12. Click Apply.
13. Click Save.
14. Save your recipe as LMAJoin.
15. Click Save and Run.
16. To monitor the status of your job, click Go to Data Monitor.