Create the App and Run Recipes

You're excited to get started, so let's see how to schedule your recipes and sync your data. For the purposes of this exercise, you use an event-based schedule, and you kick off the data sync after you schedule the recipes. 

Create the App

First things first, let’s go ahead and create the app. 

1. From the App Launcher, select Analytics Studio.
2. click Create in the upper right corner.
3. Select App from the dropdown list.
4. Select the Customer Insights Analytics tile and click Continue.
5. Click Continue to open the configuration wizard. Customer Insights runs a compatibility check against your org to ensure it includes the data to successfully create the app’s datasets, recipes, and dashboards.
6. When the org compatibility check succeeds, click Looks good, next.
7. Name your app Customer Insights Analytics and click Create.
8. Give CRM Analytics a few minutes to create your app (note that this can take up to 20 minutes or more). This is a great time to grab a cup of coffee (or three) while the app is installing. When you see the Application Complete! Message, refresh the page.

Schedule the Recipes

Next, you'll schedule the recipes. 

Usually, you schedule the data sync first, and the recipes next. Salesforce recommends that you schedule Customer Insights recipes to run on a schedule rather than scheduling event-based. Make sure that when you schedule the recipes in an enterprise environment you follow these recommendations.

1. From the App Launcher (or the Application icon if still in Analytics Studio), find and select Data Manager.
2. When Data Manager opens, click Recipes.
3. Schedule the following recipes.

Recipe 1

1. Click the dropdown iconon the Customer Insights Analytics User Recipe.
2. Select Schedule.
3. Select Event-based.
4. In the Run Schedule After field, select The Salesforce local connection syncs.
5. Click Save.

Recipe 2

1. Click the dropdown iconon the Customer Insights Analytics Opportunity Recipe.
2. Select Schedule.
3. Select Event-based.
4. In the Run Schedule After field, select The Salesforce local connection syncs and the selected recipe or dataflow runs.
5. Select Customer Insights Analytics User Recipe.
6. Click Save.

Recipe 3

1. Click the dropdown iconon the Select Customer Insights Analytics Activity Recipe.
2. Select Schedule.
3. Select Event-based.
4. In the Run Schedule After field, select The selected recipes or dataflows run.
5. Select Customer Insights Analytics Opportunity Recipe.
6. Click Save.

Recipe 4

1. Click the dropdown iconon the Customer Insights Analytics Case Recipe.
2. Select Schedule.
3. Select Event-based.
4. In the Run Schedule After field, select The selected recipes or dataflows run.
5. Select Customer Insights Analytics Activity Recipe.
6. Click Save.

Run a Data Sync

1. From the App Launcher, find and select Data Manager.
2. Click Connections.
3. Click the dropdown arrow on SFDC_LOCAL, and select Run Now.
   Note: SFDC_LOCAL is the name of the connection your app uses.
4. Once the data syncs, the recipes will run.
5. Go to Data Manager | Jobs Monitor to make sure your recipes are running.

Good job! You have synced your data and run your recipes. Next, you embed a dashboard on your Accounts page.