1. Design the DataflowBefore you start creating the dataflow, think about the dataflow design. Consider what data to make available for queries, where to extract the data from, and whether you need to transform the extracted data to get the data you want.
2. Configure the DataflowConfigure the dataflow based on your dataflow design. Configure it to extract data, transform datasets based on your business requirements, and register datasets that you want to make available for queries.
3. Start and Stop a DataflowYou can manually start a dataflow job to load the data into datasets immediately. You can also stop the job while it’s running. You can run a maximum of 30 dataflow jobs during a rolling 24-hour period.
4. Monitor a Dataflow JobUse the Monitor tab in the data manager to monitor dataflow jobs to ensure that they complete successfully or to troubleshoot them if they fail.
5. Schedule a DataflowAfter you run a job for the first time, it runs on a daily schedule, by default. You can schedule a dataflow to run by hour, week, or month, on specific days of the week or dates in the month. You might change the schedule to ensure that the data is available by a particular time or to run the job during non-business hours. You can also unschedule a dataflow.
6. Transformations for Analytics DataflowsA transformation refers to the manipulationof data. You can add transformations to a dataflow to extract data from Salesforceobjects or datasets, transform datasets that contain Salesforce or external data, andregister datasets.