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            Visualize Sales Data and Opportunities with the Cluster Analysis Account Segmentation App

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            Visualize Sales Data and Opportunities with the Cluster Analysis Account Segmentation App

            Use no-code machine learning to visualize sales data, KPIs, and opportunities by cluster. Get insights into your accounts and products, and change the number of clusters to see different account segments. The Cluster Analysis Account Segmentation template guides you through creating the app.

            Required Editions

            Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition. Requires a CRM Analytics license.
            User Permissions Needed
            To create and manage the Cluster Analysis Account Segmentation app: Manage CRM Analytics Templated Apps
            To use the Cluster Analysis Account Segmentation app: Use CRM Analytics Templated Apps

            Before you create an app, make sure that:

            • Your org uses the Account, Opportunity, and Product objects and that you have at least one opportunity with a product linked to an account.
            • The Analytics Integration User has the appropriate Salesforce field-level security to view the fields that you want to analyze.
            1. From the Analytics tab or Analytics Studio, click Create and then select App.
            2. Select the Cluster Analysis: Account Segmentation template to open the guided flow.
              The guided flow checks that your org meets the minimum requirements.
            3. If your org meets the minimum requirements, click Looks good, next.
              If the requirements aren’t met, check the feedback.
            4. Name and save your app.

            See Also

             
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