Loading
Ongoing maintenance for Salesforce HelpRead More
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Recipes and Datasets to Predict Customer Churn Risk for Wealth Management

            You are here:

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

            Recipes and Datasets to Predict Customer Churn Risk for Wealth Management

            The app created by using the Customer Churn Risk for Wealth Management template creates three recipes. The recipes create example, historical, prediction, and predicted score datasets.

            Required Editions

            Available in: Professional, Enterprise, and Unlimited editions with the Revenue Intelligence for Financial Services license
            Recipes and Datasets
            Recipe Description Output
            Wealth Management Churn Example Dataset Evaluates account snapshot data, financial account snapshot data, and data from configured objects to create an example dataset that Einstein learns from. If you chose to include Feedback Management and Sentiment Insights features when creating the app, the recipe also evaluates the example set containing these features. Example dataset
            Wealth Management Churn Feature Dataset Evaluates account snapshot data, financial account snapshot data, and data from configured objects to create a historical dataset with details of accounts that were previously likely to churn. The recipe also creates a prediction dataset based on which Wealth Management customers who are likely to churn are identified. If you chose to include Feedback Management and Sentiment Insights features when creating the app, the recipe also evaluates the prediction set containing these features.
            • Historical dataset
            • Prediction dataset
            Wealth Management Churn Prediction Dataset Evaluates the prediction dataset to get the churn score of customers and the top three factors that possibly contribute to churn. Predicted Score and Top Contributing Factor dataset

            You can modify the recipes in these scenarios:

            • Your schema deviates from the Financial Services Cloud schema.
            • A custom field of an existing entity changes.
            • The use of feature data changes from an existing entity to a custom entity.
            • The data doesn’t load properly.
            • The app stops working because of incorrect data values.

            See Also

             
            Loading
            Salesforce Help | Article