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Dashboard/Lens/Recipe Output for CRM Analytics
Export CRM Analytics Dashboard/Lens Image file and Recipe Output CSV files
- Industries
- High Tech
- Business Need
- AnalyticsData ManagementDashboards & Reports
- Requires
- CRMA
- Compatible With
- Sales CloudService CloudMarketing Cloud Engagement
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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Saved us so much time!
100% Recommend. I tested in out sandbox and then moved to production to test again. This is a GREAT, currently free, tool that allows you to easily query a CRM Analytics dataset. Allows you to schedule and save the files to a record. This was a no brainer between us using workbench or have a developer built this out for us. Note that you can't send to external emails and unable to edit the body but that is really nit picking. The product saved us so much time at the end of the day.
Super useful app to enhance the output to csv feature of CRM Analytics
Great app that can serve multiple purpose around extracting/sharing data !
Oh, that's wonderful! I did not consider that. Thank you for mentioning that!