When you create a new recipe, you are presented with the Recipe Builder. The interface is designed for intuitive, drag-and-drop configuration.

• The Toolbox (Left): Contains all available rules (e.g., “CSV Extract,” “Lookup,” “Formula,” “Salesforce DML”) that you can drag onto the canvas. Rules are organized by category (e.g., Export).
• The Canvas (Center): This is your main workspace where you build the logic for your recipe. It is visually organized into the four phases.
• The Configuration Modal (Right): When you select a rule on the canvas, this modal opens, allowing you to configure its specific parameters (e.g., mapping fields, writing formulas, or defining lookup criteria).

The main “All Recipes” list view includes a filter search box to help you find recipes faster. To improve usability:

• The main “Recipes” list is sorted by Last Modified Date by default. (ref: 1.83)
• The “New Recipe” modal is structured into “Import,” “Data,” and “Other” categories to clarify your starting point. (ref: 1.83)
• Recipe names are restricted to a maximum of 70 characters to prevent display issues in the builder. (ref: 1.83)

2.1.1. Running a Recipe Manually #

When you run a recipe manually, the “Run a Recipe” modal provides a streamlined user experience. It includes a filter search box to quickly find the recipe you need and features a more organized two-column layout for clarity. (ref: 1.83)

2.1.2. Navigating the Four Phases #

Every recipe is built using the same four-phase logic. You add rules from the toolbox to the canvas under the appropriate phase.

1. Slice: Define your data source.
2. Extract: Parse the raw data.
3. Transform: Cleanse, validate, and enrich the data.
4. Load/Export: Commit the data to Salesforce or deliver it to another destination.