Add the Basic Product Recommendation Dashboards to Lightning Pages
Show interactive visualizations of recommended products predicted by using clustering
transformation by adding dashboards to Financial Service Cloud pages.
Required Editions
Available in: Professional, Enterprise, and Unlimited editions
with the Revenue Intelligence for Financial Services license
Product Recommendations for Top Customers (Basic AI) Dashboard
Add this dashboard to the Home page. The dashboard shows recommended products for customers.
You can filter the prediction data for each branch, account, account record type, product, and
marketing segment.
Top Customer Recommendations (Basic AI) Dashboard
Add this dashboard to the product record pages. The dashboard shows customers who are likely
to buy that product. You can filter the prediction data for each measure.
Top Product Recommendations (Basic AI) Dashboard
Add this dashboard to the account record pages. The dashboard shows a list of recommended
products for that account
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