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Salesforce Personalization
Create Calculated Insights for Targeting

Create Calculated Insights for Targeting

Calculated Insights can streamline your personalization strategy for rules-based recommenders and recommendation filters. For example, add a calculated insight to your item data graph to identify most viewed or most purchased products or to restrict products for certain recommendations.

  1. In Data Cloud, go to the Calculated Insights tab, and click New.
  2. From the Data Space dropdown, select a data space.
    You can use only the data spaces that you have access to. Only the objects that are included in the data space are available to create a calculated insight.
  3. Click Calculated Insight.
  4. Click Use SQL Authoring and click Next.
  5. Enter the calculated insight name.
    The Calculated Insight API Name field is auto-filled.
  6. Enter the new insight SQL query expression.
    The SQL statement character limit is 131,021.
    1. When your insight includes currency measures, you must use the TRY_CONVERT_CURRENCY function.
    1. Use the NOW function to define a relative time window and the SECOND_ADD and SECOND_ADD functions to create more granular time period logic. See Supported SQL Statements for Insights.
  7. To check whether your SQL expression is valid, click Check Syntax.
    If it isn’t valid, you can’t continue.
    Image showing the New Calculated Insight screen with an SQL query and the Check Syntax option.
  8. Click Activate.
  9. From the Schedule dropdown, select a schedule.
  10. Select the start date and time of the schedule.
  11. Click Enable.
 
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