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Dashboard/Lens/Recipe Output for CRM Analytics

Export CRM Analytics Dashboard/Lens Image file and Recipe Output CSV files

Overview

Extract the CRMA Dahsboard/Lens Image file via the Analytics Download API. Pull CSV files from CRMA Recipe Output CSV Node. You can schedule and email the Image & CSV files to anyone, or schedule and save the Image and CSV files in Salesforce.

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  • Extract the CRMA Dahsboard/Lens Image file via the Analytics Download API, preview the Image file before exporting it. Pull CSV files from CRM Analytics Recipe Output CSV Node, query for the CSV files before exporting them.

  • Email the Image and CSV files to the Users and Contacts in your Salesforce org. Save the Image and CSV files in Salesforce Files.

  • Schedule the Dashboard/Lens/Recipe Output export jobs to run at the desired date, time and frequency. Click on the "Unschedule" button to unschedule the Dashboard/Lens/Recipe Output export jobs.

Extract the CRMA Dahsboard/Lens Image file via the Analytics Download API. Pull CSV files from CRMA Recipe Output CSV Node. You can schedule and email the Image and CSV files to anyone, or schedule and save the Image and CSV files in Salesforce. We made it easy for you to configure, preview, query, export, schedule, unschedule the Dashboard/Lens/Recipe Output for CRM Analytics. - Extract the CRMA Dahsboard/Lens Image file via the Analytics Download API, preview the Image file before exporting it. - Pull CSV files from CRM Analytics Recipe Output CSV Node, query for the CSV files before exporting them. - Email the Image and CSV files to the Users and Contacts in your Salesforce org. Save the Image and CSV files in Salesforce Files. - Schedule the Dashboard/Lens/Recipe Output export jobs to run at the desired date, time and frequency. All activities are tracked in the message field. - Click on the "Unschedule" button to unschedule the Dashboard/Lens/Recipe Output export jobs.

Categories

Business Needs
Analytics
Data Management
Dashboards & Reports
Industries
High Tech
Personas
Administrator
Business Operations Manager
Data Analyst
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Managed Package
Lightning App Builder
Salesforce Mobile

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