Lägg till instrumentpanelerna för avancerade produktrekommendationer på Lightning
Visa interaktiva visualiseringar av rekommenderade produkter som förutsägs genom att använda ögonblicksbilddata i Salesforce genom att lägga till instrumentpaneler på Financial Service Cloud-sidor.
Versioner som krävs
Tillgängliga i: Professional, Enterprise och Unlimited Editions med licensen Revenue Intelligence for Financial Services
Instrumentpanelen Produktrekommendationer för toppkunder (Avancerad AI)
Lägg till denna instrumentpanel på Startsidan. Instrumentpanelen visar rekommenderade produkter för kunder. Du kan filtrera förutsägelsedata för varje filial, konto, kontoposttyp, kontokategori, marknadsföringssegment och mått.
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