Data Requirements to Predict Wealth Management Customer Churn
The machine learning model requires features from some Salesforce objects and datasets.
Required Editions
| Available in: Professional, Enterprise, and Unlimited editions with the Revenue Intelligence for Financial Services license |
| Feedback Management features are available with the Feedback Management - Starter license or the Feedback Management - Growth license. |
| Sentiment Insights features are available with the Feedback Management - Starter license or the Feedback Management - Growth license, and the Sentiment Insights license. |
Before creating an app by using the Feedback Management & Sentiment Insights Features template, make sure that you sync these fields:
| Object | Field |
|---|---|
| Account | Account ID |
| Account | Account Name |
| Account | Account Type |
| Account | Deleted |
| Account | Record Type ID |
| AI Sentiment Result | Deleted |
| AI Sentiment Result | Mixed Confidence Score |
| AI Sentiment Result | Name |
| AI Sentiment Result | Negative Confidence Score |
| AI Sentiment Result | Neutral Confidence Score |
| AI Sentiment Result | Overall Sentiment Score |
| AI Sentiment Result | Overall Sentiment Type |
| AI Sentiment Result | Owner ID |
| AI Sentiment Result | Positive Confidence Score |
| AI Sentiment Result | Sentiment Analysis Result ID |
| AI Sentiment Result | Source Object ID |
| AI Sentiment Result | Source Object Type |
| AI Sentiment Result | Source Text Field |
| AI Sentiment Result | Source Text Language |
| AI Sentiment Result | Status |
| Contact | Account ID |
| Contact | Contact ID |
| Contact | Deleted |
| Contact | First Name |
| Contact | Full Name |
| Contact | Last Name |
| Contact | Master Record ID |
| Contact | Record Type ID |
| Contact | Salutation |
| Record Type | Name |
| Record Type | Record Type ID |
| Record Type | Record Type Name |
| Record Type | SObject Type Name |
| Survey | Deleted |
| Survey | Name |
| Survey | Number of Versions |
| Survey | Owner ID |
| Survey | Survey ID |
| Survey | Survey Version ID |
| Survey Invitation | Deleted |
| Survey Invitation | Name |
| Survey Invitation | Participant ID |
| Survey Invitation | Response Status |
| Survey Invitation | Survey ID |
| Survey Invitation | Survey Invitation ID |
| Survey Question | Question Name |
| Survey Question | Question Type |
| Survey Question | Survey Question ID |
| Survey Question | Survey Version ID |
| Survey Question Response | Created Date |
| Survey Question Response | Name |
| Survey Question Response | Response Value |
| Survey Question Response | Survey Invitation ID |
| Survey Question Response | Survey Question ID |
| Survey Question Response | Survey Question Response ID |
| Survey Question Response | Survey Response ID |
Before creating an app by using the Customer Churn Risk for Wealth Management template, make sure that you sync these fields.
| Object | Field |
|---|---|
| Account | Account ID |
| Account | Branch Code |
| Account | Branch Name |
| Account | Total Bank Deposits |
| Account | Total Bank Deposits Joint Owner |
| Account | Total Bank Deposits Primary Owner |
| Account | Total Outstanding Credit -Joint Owner |
| Account | Total Outstanding Credit - Primary Owner |
| Account | Total Outstanding Credit |
| Branch Unit | Branch Unit ID |
| Branch Unit | Name |
| Branch Unit Customer | Account ID |
| Branch Unit Customer | Branch Unit ID |
| Branch Unit Customer | Branch Unit Customer ID |
| Case | Account ID |
| Case | Case ID |
| Case | Closed Date |
| Case | Created Date |
| Case | Escalated |
| FinServ__ChargesAndFees__c | Annual Account Charge |
| FinServ__ChargesAndFees__c | Annual Membership Fee |
| FinServ__ChargesAndFees__c | ATM Fee |
| FinServ__ChargesAndFees__c | Cash Advance Fee |
| FinServ__ChargesAndFees__c | Charges and fees ID |
| FinServ__ChargesAndFees__c | Charges And Fees Name |
| FinServ__ChargesAndFees__c | Foreign Transaction Fee |
| FinServ__ChargesAndFees__c | Insufficient Funds Fee |
| FinServ__ChargesAndFees__c | Late Payment Fee |
| FinServ__ChargesAndFees__c | Monthly Service Fee |
| FinServ__ChargesAndFees__c | Overdraft Fees |
| FinServ__ChargesAndFees__c | Owner ID |
| FinServ__ChargesAndFees__c | Record Type ID |
| FinServ__ChargesAndFees__c | Statement Fee |
| Task | Account ID |
| Task | Activity Date |
| Task | Closed |
| Task | Created Date |
| Task | Due Date Only |
| Task | High Priority |
The app created by using the Customer Churn Risk for Wealth Management uses these columns from the CRM Analytics datasets.
| Dataset | Field |
|---|---|
| Account Snapshot | Account ID |
| Account Snapshot | Account Name |
| Account Snapshot | Account Rating |
| Account Snapshot | AUM |
| Account Snapshot | Billing Zip/Postal Code |
| Account Snapshot | Category |
| Account Snapshot | Days Since Last Interaction |
| Account Snapshot | FinServ__PrimaryContact__c.FinServ__Age__c |
| Account Snapshot | FinServ__PrimaryContact__c.FinServ__Gender__c |
| Account Snapshot | Investment Experience |
| Account Snapshot | Investment Objectives |
| Account Snapshot | Last Interaction |
| Account Snapshot | Last Review |
| Account Snapshot | Marketing Segment |
| Account Snapshot | Record Type Name |
| Account Snapshot | Relationship Length |
| Account Snapshot | Review Frequency |
| Account Snapshot | Risk Tolerance |
| Account Snapshot | Snapshot Date |
| Account Snapshot | Snapshot Text Date |
| Account Snapshot | Status |
| Account Snapshot | Time Horizon |
| Account Snapshot | Wallet Share |
| Financial Account Snapshot | Account ID |
| Financial Account Snapshot | Asset Rebalance |
| Financial Account Snapshot | Available Credit |
| Financial Account Snapshot | Average Balance |
| Financial Account Snapshot | Balance |
| Financial Account Snapshot | Cash Balance |
| Financial Account Snapshot | Cash Limit |
| Financial Account Snapshot | Charges and Fees |
| Financial Account Snapshot | Daily Withdrawal Limit |
| Financial Account Snapshot | Incoming Volume |
| Financial Account Snapshot | Insured Amount |
| Financial Account Snapshot | Interest Rate |
| Financial Account Snapshot | Minimum Balance |
| Financial Account Snapshot | Minimum Payment |
| Financial Account Snapshot | Number of Holdings |
| Financial Account Snapshot | Outgoing Volume |
| Financial Account Snapshot | Pending Deposits |
| Financial Account Snapshot | Performance 1Yr |
| Financial Account Snapshot | Performance 3Yr |
| Financial Account Snapshot | Performance MTD |
| Financial Account Snapshot | Performance QTD |
| Financial Account Snapshot | Performance YTD |
| Financial Account Snapshot | Premium |
| Financial Account Snapshot | Principal Balance |
| Financial Account Snapshot | Rebalance Frequency |
| Financial Account Snapshot | Record Type |
| Financial Account Snapshot | Snapshot Date |
| Financial Account Snapshot | Snapshot Text Date |
| Financial Account Snapshot | Status |
| Financial Account Snapshot | Total Credit Limit |
| Feedback Management & Sentiment Insights Prediction Set | Average Mixed Confidence Score |
| Feedback Management & Sentiment Insights Prediction Set | Average Negative Confidence Score |
| Feedback Management & Sentiment Insights Prediction Set | Average Neutral Confidence Score |
| Feedback Management & Sentiment Insights Prediction Set | Average Overall Sentiment Score |
| Feedback Management & Sentiment Insights Prediction Set | Average Positive Confidence Score |
| Feedback Management & Sentiment Insights Prediction Set | Final Account ID |
| Feedback Management & Sentiment Insights Prediction Set | NPS Score |
| Feedback Management & Sentiment Insights Prediction Set | Sum of CSAT |
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