recipePro Onboarding Steps - Blog

recipePro Onboarding Steps

Get started by installing it from the AppExchange.

Initial Configuration: Remote Site Settings

Before designated users can start using recipePro’s powerful features, you need to configure remote site settings. This allows your recipePro to securely query specific metadata in your org that is not accessible via the standard Metadata API and which is essential for its core functionality.

Here’s how to do it:

  1. Navigate to the recipePro app using the Salesforce App Launcher.
  2. Upon opening the app for the first time, you’ll see an initial setup screen displaying a specific URL that points to the org you installed it in. Copy this URL to your clipboard.
  3. Go to Salesforce Setup.
  4. In the ‘Quick Find’ box, type Remote Site Settings and select Remote Site Settings.
  5. Click the New Remote Site button.
  6. Enter a descriptive Remote Site Name (e.g., recipePro_Metadata or recipePro_App).
  7. Paste the URL you copied from the recipePro app into the Remote Site URL field.
  8. Ensure the Active checkbox is checked.
  9. Click Save.
  10. Once saved, navigate back to the recipePro app. The setup screen should now be gone, and you’ll have access to the app’s features.

Exploring recipePro Features

Now that you’re set up, here’s a quick overview of what you can do within the RecipePro app:

Generate Recipe Tab:

  • Easily create new recipes based on your Salesforce objects and fields, based on recommended report types.
  • Specify the output destination for your data: Choose between CRMA (SFDC_LOCAL – the default), Snowflake, AWS S3, Azure Data Lake, Tableau Online, another Salesforce CRMA instance, or keep it within your local.

Merge Recipes Tab:

  • Analyze your existing recipes.
  • Identify recipes that are eligible to be merged, helping you consolidate logic, improve performance, and simplify maintenance.
  • Merge eligible recipes directly within the app.
  • You can merge up to any four recipes you would like, but for performance, we highly recommend that you do the following:
    1. Use the Schedule dropdown to filter recipes that run within a similar schedule (e.g. Daily, Hourly, etc.)
    2. When you hover over any recipe, you will see the a preview of the recipes schedule runs and next run time.
    3. Review the “run duration” and select recipes that can run within the timeframe without risk of conflicting with another.
    4. Do not overwrite an existing recipe by using the same api name, create a new recipe with the merged recipes so that you test and keep seperate versions to roll back if needed.
    5. Once you’ve tested the recipe, you should download a copy in case you would like to reference them in the future, and then delete the recipe in the Data Manager.

Pipeline Analyzer Tab:

  • Get an overview your data pipelines.
  • Analyze objects and their associated recipes and dataflows.
  • Identify objects that no longer need to be synced to optimize utilization.

We encourage you to explore these tabs and see how recipePro can simplify your CRM Analytics workflow.

If you have any questions or need assistance during setup or while using the app, please don’t hesitate to reach out to our support team at [email protected] and feel free to CC me [email protected] .

Happy Recipe Building!