CRM Analytics Recipes

Set up your org to create AgentExchange App Analytics recipes by building your CRM Analytics environment. You first create a country-codes dataset. Then you create two CRM Analytics recipes to produce a dataset of your subscriber info, and an aggregate dataset of all of your daily data.

Required Editions
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
  • The first CRM Analytics recipe, LMAJoin, combines package and license data from your LMA with your accounts and leads. It produces a dataset of your subscribers.
  • The second CRM Analytics recipe, DailyAggregation, joins the LMAJoin dataset with your App Analytics data. It produces the DailyAggregation dataset. All your App Analytics recipes are built on top of your DailyAggregation dataset.
  1. Create the Country-Codes Dataset

    To create visualizations of your country-based data in map format, you normalize the LMA country-code data to CRM Analytics country-code format.

  2. Connect to Your License Management App Data

    Create an SFDC_Local connection to your License Management App (LMA) data.

  3. Create the LMAJoin CRM Analytics Recipe

    Create a CRM Analytics recipe that contains your License Management App (LMA) data.

  4. Create Your App Analytics Dataset

    Create a RawPackageLogFile App Analytics dataset using your RawPackageLogFile.csv file.

  5. Create Your DailyAggregation CRM Analytics Recipe

    You join your raw package log file data with your License Management App (LMA) data to create the DailyAggregation CRM Analytics recipe. The recipe produces a dataset called DailyAggregation that you use to create App Analytics recipes.

See Also

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