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Salesforce Personalization
Schedule Required Calculated Insights

Schedule Required Calculated Insights

After the calculated insights from the data kit are available, you must schedule them to run periodically. This data is used to generate the metrics that measures and populates the personalization pipeline intelligence dashboard. A Data 360 Admin can complete this task in the Data 360 app.

  1. In Data Cloud, on the Calculated Insights tab, 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. Select how you want to create the calculated insight.
    • Create with Builder—If selected, select the required objects, add the aggregate node and measure, apply the aggregate node, and then click Save and Run. Enter the calculated insight name, and click Next.
    • Create with SQL—If selected, enter the new insight SQL expression, and then click Activate.
  4. From the Schedule dropdown, select a schedule.
    The user's time zone is used to determine the calculated insight schedule.
  5. Select the start date and time of the schedule.
  6. Click Enable.
 
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