Loading
CRM Analytics
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Save a Recipe

          Save a Recipe

          If you’re not ready to create the target dataset, save the recipe and come back to it later. That saves your steps without you having to create the dataset.

          To save a recipe, click Save.

          Save recipe

          You have two options when saving a recipe.

          • Save Recipe—Save the recipe with its current name. The recipe does not run. Use this option to save your progress.
          • Save As New...—Save a copy of your recipe with a new name. The copy opens in a new tab in the data manager. Use this option to try out different transformations in a recipe, without changing your original recipe.

          Open a saved recipe on the Dataflows & Recipes tab of the data manager to update it or run it. See Manage Recipes.

           
          Loading
          Salesforce Help | Article