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Dashboard/Lens/Recipe Output for CRM Analytics

By BoonPlus

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

$100   USD/company/month

Discounts available for nonprofits

Try It
Industries
High Tech
Business Need
Analytics
Data Management
Dashboards & Reports
Requires
CRMA
Compatible With
Sales Cloud
Service Cloud
Marketing 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.

  • Emailing CRMA Dashboard/Lens Image Made Easy

  • Recipe Output for CRM Analytics

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
CRMA
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Marketing Cloud Engagement
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
You must Enable Salesforce for Slack Integrations first. To use the Analytics Download API, your org must have a CRM Analytics license. In addition, your org needs both Slack for Salesforce and CRM Analytics for Slack enabled.

App Details

Version
Dashboard/Lens/Recipe Output for CRM Analytics/EPOP20260101 2.11.0
Listed On
09/25/2024
Latest Release
01/01/2026
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 3
Custom Tabs: 2
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/01/2024

Additional Details

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.

Need help?

BoonPlus

Sunnyvale, CA USA

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