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Schedule the Data Sync and Dataflow for CRM Analytics for Financial Services Apps
When you create CRM Analytics for Financial Services apps, the creation process includes a data sync and dataflows that make data available to dashboards. Schedule the app to refresh daily so dashboards show the latest data.
To schedule your app, see Schedule Data Refresh for a CRM Analytics App. Select a time outside normal work hours so the data refresh doesn’t interrupt business activities.
The app refresh runs the sync and dataflows for your app every day at the time you set.
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