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.

Required Editions
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.