BETA - Please be aware that this feature is currently in beta mode
Project recipes provide a template for a pre-built project for a specific process and system. They can include: Bots, Jobs, Data Sources, Data Targets, Analytics and App Factory Apps.
When you've identified a recipe that you'd like to use, select Clone Project from Recipe
The cloning process will include naming your project, prefixing or suffixing all of the elements of the project, selecting your data sources, data targets, and potentially data services.
Each project recipe is unique to the specific system (i.e. Salesforce, Marketo, Dynamics, Eloqua) and the process being performed (i.e. Data Essentials, Attribution, Account Hierarchy, etc.).
For further detailed information about each specific Project Recipe, select the link below:
For further detailed information about each specific Building Block Recipe, select the link below:
|Infer metro area for Salesforce||Revenue Ranges for Salesforce|
|NAICS to Industry for Salesforce||SIC to Industry for Salesforce|
|Owner Reassignment for Salesforce Accounts, Contacts, and Leads|
More Project Recipes Coming Soon!
Account Hierarchy for Salesforce
Attribution for Salesforce
Lead Routing and Account Assignment for Salesforce