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CRM Analytics
Manage Recipes

Manage Recipes

After you create a recipe, use the Recipes tab to edit and delete them.

  • View or Edit a Recipe
    In CRM Analytics, view or edit a recipe by clicking its name. By default, all recipes open with Data Prep. When you edit a Data Prep Classic recipe, the recipe upgrades to and opens with Data Prep.
  • Restore a Previous Version of a Recipe
    Test new ideas on recipes in CRM Analytics. If you break a recipe, you can revert to a previous version. For recipes with multiple collaborators, each version displays the name of the contributor who made an update.
  • Revert a Data Prep Recipe to Data Prep Classic
    By default, when you open a Data Prep Classic recipe, it upgrades to and opens in Data Prep. If the upgraded version has any issues, you can revert it to the Data Prep Classic version. The recipe reverts to the last saved Data Prep Classic version. CRM Analytics also creates a copy of the Data Prep recipe so you don’t lose changes made in Data Prep.
  • Delete a Recipe
    Delete recipes that you no longer need. Deleting a recipe doesn’t delete its target dataset.
 
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