Create an App With the Basic AI for Product Recommendations Template

With the Basic AI for Product Recommendations template, you can create an app that provides product purchases scores for customers.

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

In Analytics Studio, click Create, and then select App.
Select the Basic AI for Product Recommendations template, and then click Continue.
Review the preview page, and then click Continue.
Choose to create an app or to use settings from an existing app, and then click Continue.
Analytics runs a compatibility check of the data in Salesforce.
Perform a step.
If the compatibility check fails, perform the instructions in the error message to resolve the issues, and then try to create the app again.
If the compatibility check completes successfully, click Looks good, next.
Configure these settings in the next screen.
1. Select the record types of accounts for which you want to predict the likelihood of churn.
2. Select the record types of financial accounts related to the accounts for which you want to predict the likelihood of churn.
3. Click Looks good, next.
Configure these settings in the next screen.
1. Select account statuses that indicate that the account is active.
2. Select financial account statuses that indicate that the financial account is active.
3. Click Looks good, next.
Enter a name for your app, and then click Create.
The process takes a few minutes.
To view your app after the process is completed, refresh the page.

This app runs preconfigured recipes to create feature, account snapshot, financial account snapshot, and predicted datasets, and three dashboards.

Did this article solve your issue?

Let us know so we can improve!

Product Area