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Meliora Insights, LLC

​Data Visualization | CRM Analytics  (TCRM / Einstein Analytics) Consulting
​meliora - 'for the pursuit of the better'


A blog series distilling quantitative concepts /use-cases in CRM Analytics  (Einstein Analytics).

Salesforce CRM Recipes vs. Dataflow -- by Dan Alindogan, April 25,2022

4/25/2022

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There are several key differences between dataflows and recipes and I will be going over a few of them.  
#1) slight variation in case statements:

Dataflows:
case when 
Grade_High__c ==  “13th ”  then 13 when  Grade_High__c ==  “14th ”  then 14 else 0 end
Recipes:
case when Grade_High__c =  ‘13th’ then 13 when Grade_High__c =  ‘14th’ then 14 else 0 end



#2) Creating outer/inner joins more straightforward in recipes using selection buttons.
Be careful to distinguish between ‘lookups’ and left joins. (hint: lookups return the first instance of matching rows while left outer returns all..

#3) Data preview INSIDE the recipe reduces the need to create intermediate datasets to verify contents of dataset as it goes thru the different transformations.

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