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            Activate the Financial Services Cloud Calculated Insights (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Activate the Financial Services Cloud Calculated Insights (Managed Package)

            Create a calculated insight from an installed Salesforce package in Data Cloud.

            Required Editions

            Financial Services Cloud is available in Lightning Experience.

            Available in: Professional, Enterprise, and Unlimited editions
            User Permissions Needed
            To use Data Cloud for Financial Services Cloud:

            Salesforce org: Financial Services Cloud Extension OR FSC Sales OR FSC Service

            AND

            Data Cloud org: Data Cloud Architect

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            1. In Data Cloud, click the Calculated Insights tab.
            2. Click Next.
            3. Click Create from a Data Kit, then click Next.
            4. Select the Credit Card Use Ratio calculated insight.
            5. Click Next.
            6. Click Check Syntax.
            7. Click Activate.
            8. In Schedule, select a time frame to publish the calculated insight.
            9. Click Enable.
            10. Complete the steps for these calculated insights:

            See Also

             
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