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            Data Cloud Calculated Insights Visualization on Account Records

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            Data Cloud Calculated Insights Visualization on Account Records

            Add the VehicleCalculatedInsightsAccountPageParentCard flexcard or the AssetCalculatedInsightsAccountPageParentCard flexcard to the Account record page in the Automotive app. The flexcards show the latest metric values as synced from Data Cloud for the calculated insights related to assets and vehicles.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions

            The VehicleCalculatedInsightsAccountPageParentCard flexcard shows the customer lifetime value and the count of open cases. Service teams can quickly gauge customer satisfaction by analyzing the number of unresolved cases for the customer. Sales teams can find the lifetime value of a customer, which is calculated from the sales of vehicles, parts, and accessories, and revenue generated from services and repairs.

            The AssetCalculatedInsightsAccountPageParentCard flexcard shows the customer lifetime value generated from the sales and service of all assets, and the count of total, open, and closed cases for the customer.

            Add the VehicleCalculatedInsightsAccountPageParentCard flexcard or the AssetCalculatedInsightsAccountPageParentCard flexcard to the Account record page by using the Lightning App Builder.

            The VehicleCalculatedInsightsAccountPageParentCard flexcard shows these calculated insights that are included in the Automotive data kit.

            Calculated Insight Learn More
            Customer Lifetime Value Calculated Insight: Customer Lifetime Value
            Count Of Open Cases Calculated Insight: Count Of Total Cases By Vehicle

            The AssetCalculatedInsightsAccountPageParentCard flexcard shows these calculated insights that are included in the Manufacturing data kit.

            • Customer Lifetime Value From Assets
            • Count Of Total Cases By Customer
            • Count Of Open Cases By Customer
            • Count Of Closed Cases By Customer
             
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