Dashboard/Lens/Recipe Output for CRM Analytics

Click on the “Add User” button to assign licenses to Salesforce users

Click on the “Grant Permission” to grant permissions to the selected profile

Click on the “Create Page” button to create the visualforce page

Click on the “Enable Profile” button to enable profile access for the VF Page

Click on the “Create Button” button to create the button for each function

Click on the “Add Button” button to add the button to the selected page layout

Go to the “Recipe Output” tab, create a new Recipe Output record

Click on the “Query” button to query for the CSV files

Create the Email Recipient for the Recipe Output CSV files

Click on the “Export” button to export the Recipe Output CSV files

The end results will show up in the Last Exported Date & Message fields

Schedule the Recipe Output Export job to run at a specific date, time and frequency

Schedule the Recipe Output Export through the Output Connection Node