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            Activate the Financial Services Cloud Calculated Insights

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Activate the Financial Services Cloud Calculated Insights

            Create a calculated insight from an installed Data Kit in Data Cloud.

            Required Editions

            Financial Services Cloud is available in Lightning Experience.

            Available in: Professional, Enterprise, and Unlimited editions
            User Permissions Needed
            To set up Data Cloud for Financial Services Cloud standard objects:

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

            AND

            Data Cloud for Financial Services Cloud Admin

            AND

            Data Cloud org: Data Cloud Architect
            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 Percentage of Assets to Liabilities 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:
             
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