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Customer Insights Datasets, Recipes, and Dashboards
The Customer Insights template creates datasets, recipes, and dashboards to help you understand customer insights.
Datasets
The Customer Insights app uses these datasets.
| Dataset | Contents | Used By | DeFAULT Security Predicate (On Auto-installation) |
|---|---|---|---|
| Activity | Data about events and tasks | Sales Performance, Account Embedded, Opportunity Embedded | 'Owner.Role.Roles' == "$User.UserRoleId" || 'OwnerId' == "$User.Id" * |
| Accounts | Data about accounts, including accounts without opportunities | Sales Performance, Case Embedded | 'Owner.Role.Roles' == "$User.UserRoleId" || 'OwnerId' == "$User.Id" * |
| Opportunity | Data about accounts, opportunities, and users | Sales Performance, Service Performance, Account Embedded, Opportunity Embedded, Case Embedded | 'Owner.Role.Roles' == "$User.UserRoleId" || 'OwnerId' == "$User.Id" * |
| OpptyProduct | Data about products with opportunities and accounts | Sales Performance | 'Opportunity.Owner.Roles.Roles' == "$User.UserRoleId" || 'Opportunity.OwnerId' == "$User.Id" * |
| Opportunity History | Data about historical opportunity records | Sales Performance, Opportunity Embedded | 'Opp.Owner.Roles.Roles' == "$User.UserRoleId" || 'Opp.OwnerId' == "$User.Id" |
| Case | Shows the open case workload to help you prioritize items, investigate problematic cases, and view escalations and SLA compliance | Sales Performance, Service Performance, Account Embedded, Case Embedded, Opportunity Embedded | — |
| Case History | Data about historical case records | Case Embedded | — |
| Lead | Salesforce lead data, including converted leads connected to accounts and opportunities | Sales Performance | 'Owner.Role.Roles' == "$User.UserRoleId" || 'OwnerId' == "$User.Id" *** |
| User | Details about all users in an org | Lead Recipe, Case Recipe, Activity Recipe, Opportunity Recipe | — |
| User Role | Details about user roles in an org | Opportunity Recipe | — |
| Product | Data about the products in your org | Sales Performance, Opportunity Recipe | — |
Recipes Used in Customer Insights
The Customer Insights app uses these recipes.
- Customer_Insights_user_role_hierarchy—This recipe pulls in the User and User Role datasets and then creates multivalue fields for role hierarchy.
- Customer_Insights_insights_opportunity—This recipe pulls in the Opportunity, Account, Oppty Line Item, OpportunityHistory, Product, and PricebookEntry datasets and adds columns for user and account information onto opportunity.
- Insights_insights_activity—This recipe pulls in the Task and Event datasets and joins them into one dataset called Activities. It also adds columns for User Account and Opportunity information onto Activity.
- Customer_Insights_insights_case—This recipe pulls in the Case dataset and joins it with the CaseHistory, Account, Contact, and User datasets.
Customer Insights Dashboards
The Customer Insights app has ready-to-deploy dashboards, dashboards designed for embedding, and dashboards with component galleries that you use to build dashboards. The components contain dashboard-specific charts, tables, filters, and text. See Create and Reuse Dashboard Components.
The dashboards use minimal SAQL and interactions (bindings) to make them easy to customize. In addition, the dashboards incorporate design and usability best practices.
- Account Embedded—A ready-to-deploy dashboard that includes details about account activities, opportunities, cases, and sales. It’s designed to embed in the Accounts page layout using Lightning App Builder.
- Case Embedded—A ready-to-deploy dashboard that includes escalated cases, closed cases, customer tenure, customer sentiment, average case duration, and distribution of case escalations. It’s designed to embed in the Service Console page layout using Lightning App Builder.
- Gallery - Activity Components—Use the components to build a custom activity dashboard.
- Gallery - Case Components—Use the components to build a custom case dashboard.
- Gallery - Lead Components: —Use the components to build a custom lead dashboard.
- Gallery - Opportunity Components—Use the components to build a custom opportunity dashboard.
- Gallery - Product Components—Use the components to build a custom product dashboard.
- Opportunity Embedded—A ready-to-deploy dashboard that includes opportunity probability, the deal age, and the current stage. It’s designed to embed in the Opportunity page layout using Lightning App Builder.
- Sales Performance—A ready-to-deploy dashboard that shows how your sales are trending.
- Service Performance—A ready-to-deploy dashboard that includes the most commonly requested service metrics. You can track cases, escalations, backlogs, volume, and agents.
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