Identify what you’re making: a spread/dip (needs smoothness) or a baked dish (needs structure and reduced moisture).
Choose the substitute that matches your goal: cream cheese for closest behavior, or strained/thickened dairy for lighter swaps.
Use the listed ratio. If your substitute is wetter (Greek yogurt, ricotta, cottage cheese), strain/drain first to prevent a loose final texture.
Mix thoroughly until smooth, especially with ricotta/cottage cheese. Then taste and adjust salt or sweetness to match the original recipe’s balance.
If baking, reduce extra liquid from the recipe if the batter seems thin. Bake until set, not just “cooked through.”