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Maximize Your Revenue by Recommending the Right Products to Customers
Get predictions about recommended products that you can pitch to customers who are likely to buy the products in a certain period. Maximize your revenue by persuading the customers to buy the recommended products.
Any product recommendations or other output information is not intended to provide specific financial or legal advice. A human being must make any final decision and take account of other factors beyond the product recommendations in making the final decision.
The Product Recommender machine learning model uses several variables to generate predictions, including potentially sensitive personal information such as age and marital status. You can remove or adjust the use of these variables. For more information, see Explain, Predict, and Take Action with Einstein Discovery.
- Enable CRM Analytics and Assign Permission Sets to Recommend Right Products to Customers
Enable CRM Analytics, assign the required permission sets to your admins, users, and Analytics Cloud Integration users. - Sync Local Data to Recommend Right Products with Revenue Inteligence
The machine learning model requires features from some Salesforce objects in Financial Services Cloud. - Create an App to Recommend Products with Clustering Transformation
Use the Basic AI for Product Recommendations template to create a custom app that has fields and data that you want to use for developing your prediction model. This template uses clustering transformation and doesn’t require snapshot data in Salesforce. It also creates account and financial account snapshot datasets. - Create an App to Recommend Products with Snapshot Data
Use the Advanced AI for Product Recommendations template to create a custom app that has fields and data that you want to use for developing your prediction model. This uses existing snapshot data in Salesforce.
