Create the LMAJoin CRM Analytics Recipe

Create a CRM Analytics recipe that contains your License Management App (LMA) data.

Before You Begin

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:

Click Data Manager.
In Dataflows & Recipes on the Recipes tab, click Create Recipe.
Click Add Input Data.
Select sfLmaLicensec, and select all columns.
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
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
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
Add a join to sfLmaPackagec with these specifications.
- Select Input Data to Join: sfLmaPackagec
- Columns to Select: All fields
- Join Type: Lookup
- Join Keys: Package = Record ID
- API Name Prefix for Right Columns: Package
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
Create another join with these specifications.
- Select Input Data to Join: sfLmaPackage_Verzionc
- Columns to Select: All fields
- Join Type: Lookup
- Join Keys: Package Version = Record ID
- API Name Prefix for Right Columns: PackageVersion
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
Click Apply.
Click Save.
Save your recipe as LMAJoin.
Click Save and Run.
To monitor the status of your job, click Go to Data Monitor.

Example

When complete, your LMAJoin CRM Analytics recipe looks like this.

The LMAJoin CRM Analytics recipe displaying nodes, transforms, joins, and output

Monitor Your LMAJoin CRM Analytics Recipe

CRM Analytics recipes can take a while to complete. Use these steps to monitor the status of your LMAJoin recipe.
Run the LMAJoin CRM Analytics Recipe

To create a reusable dataset, schedule your LMAJoin CRM Analytics recipe to run on a regular basis. We recommend daily at midnight.

See Also

Previous topic: Connect to Your License Management App Data

Next topic: Create Your App Analytics Dataset