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            Add the Advanced Product Recommendation Dashboards to Lightning Pages

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            3. Financial Services Cloud Admin Guide

            Add the Advanced Product Recommendation Dashboards to Lightning Pages

            Show interactive visualizations of recommended products predicted by using snapshot data in Salesforce by adding dashboards to Financial Service Cloud pages.

            Required Editions

            Available in: Professional, Enterprise, and Unlimited editions with the Revenue Intelligence for Financial Services license

            Product Recommendations for Top Customers (Advanced AI) Dashboard

            Add this dashboard to the Home page. The dashboard shows recommended products for customers. You can filter the prediction data for each branch, account, account record type, account category, marketing segment, and measure.

            Top Customer Recommendations (Advanced AI) Dashboard

            Add this dashboard to the account record page on the product record pages. The dashboard shows customers who are likely to buy that product.

            Top Product Recommendations (Advanced AI) Dashboard

            Add this dashboard to the account record page on the account record pages. The dashboard shows recommended products for that account.

            See Also

             
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