Føj dashboards for Avancerede produktanbefalinger til Lightning
Vis interaktive visualiseringer af anbefalede produkter forudsagt ved brug af øjebliksbilleddata i Salesforce ved at føje dashboards til Financial Service Cloud-sider.
EditionsHeading
Tilgængelig i: Professional, Enterprise og Unlimited Edition med Revenue Intelligence for Financial Services-licensen
Dashboardet Produktanbefalinger for topkunder (avanceret AI)
Føj dette dashboard til startsiden. Dashboardet viser anbefalede produkter for kunder. Du kan filtrere forudsigelsesdata for hver forgrening, konto, kontoregistreringstype, kontokategori, marketingsegment og mål.
Dashboardet Topkundeanbefalinger (avanceret AI)
Føj dette dashboard til kontoregistreringssiden på produktregistreringssiderne. Dashboardet viser kunder, der med stor sandsynlighed køber dette produkt.
Dashboardet Topproduktanbefalinger (avanceret AI)
Føj dette dashboard til kontoregistreringssiden på kontoregistreringssiderne. Dashboardet viser anbefalede produkter for den pågældende konto.
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