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            Create an App to Generate Feedback Management and Sentiment Insight Features for Retail Banking

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            3. Financial Services Cloud Admin Guide

            Create an App to Generate Feedback Management and Sentiment Insight Features for Retail Banking

            Use the Feedback Management & Sentiment Insights Features template to create an app that runs recipes to generate example and prediction sets. The example and prediction sets are created based on your customers’ account and contact data, their responses to customer satisfaction (CSAT) and Net Promoter Score (NPS) survey questions, and the sentiment behind their responses.

            Required Editions

            Available in: Professional, Enterprise, and Unlimited editions with the Revenue Intelligence for Financial Services license
            Feedback Management features are available with the Feedback Management - Starter license or the Feedback Management - Growth license.
            Sentiment Insights features are available with the Feedback Management - Starter license or the Feedback Management - Growth license, and the Sentiment Insights license.
            1. In Analytics Studio, click Create, and then select App.
            2. Select the Feedback Management & Sentiment Insights Features template, and then click Continue.
            3. Review the preview page, and then click Continue.
            4. Choose to create an app or to use settings from an existing app, and then click Continue.

              Analytics runs a compatibility check of the data in Salesforce.

            5. Review the compatibility check results.

              If the compatibility check fails, perform the instructions in the error message to resolve the issues, and then try to create the app again.

              If the compatibility check completes successfully, click Looks good, next.

            6. Select the number of days for which you want to predict the likelihood of customer churn.
            7. Enter a name for your app, and then click Create.

              The process takes a few minutes.

            8. To view your app after the process is completed, refresh the page.
            9. To view the generated dataset, open the app, and click Datasets.

            The app runs preconfigured recipes to generate example and prediction sets containing Feedback Management and Sentiment Insights features.

             
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