Deploy the Client Segmentation App

The Client Segmentation App app helps financial advisors identify key actions for high-potential clients and accounts. Deploy it after you complete the Wealth Management implementation tasks. Dashboards from the Client Segmentation App app replace Financial Services Cloud embedded dashboards available on the Advisor Analytics tab.

Note Client Segmentation App is not part of CRM Analytics for Financial Services, which is a separate application enabled by its own license and available for extra cost.

Client Segmentation App app dashboards are based on the latest CRM Analytics dashboard designer. The older classic designer will be retired on June 30, 2019, and the Advisor Analytics tab will no longer be available in Financial Services Cloud. Customers are advised to remove the Advisor Analytics tab before then. Contact your Salesforce representative to learn more about the transition.

If you installed the Financial Services Cloud – Einstein Analytics managed package, replace it by using the Client Segmentation App template. The template creates an app with dashboards that your team accesses through CRM Analytics.

Before deploying the Client Segmentation App app, review the following considerations.

• Client Segmentation App is available only in English. Localization is not supported.
• All users see the same date, time, and number formats, regardless of their locale and language settings.
• Multicurrency is not supported. When Financial Services Cloud extracts your org’s default currency, it uses the currency for monetary values and doesn’t convert to another currency. Labels with the ‘$’ symbol are not converted to reflect the default currency.

Tip Follow the steps in the order shown to deploy the Client Segmentation App app.

• Enable CRM Analytics
  Before creating the Client Segmentation App app, enable CRM Analytics in your Salesforce org.
• Assign Client Segmentation App App Administrator Permissions
  Enable administrators to create an app from the Client Segmentation App template and manage it by assigning the Client Segmentation Admin permission set.
• Assign Client Segmentation App User Permissions
  Enable users to view the Client Segmentation App app by assigning the Client Segmentation Analytics User permission set.
• Get Your Data Ready to Create the Client Segmentation App
  Data in your org has to meet specific requirements before you can create the Client Segmentation App app.
• Set Field-Level Security to Enable Creation of the Client Segmentation App
  Before creating the Client Segmentation App app, make sure the Analytics Integration User has access to all fields used in the app.
• Create and Share an App from the Client Segmentation App Template
  Follow these steps to create and share an app from the Client Segmentation App template.
• Schedule the Data Synch and Dataflow for the Client Segmentation App
  When you create the app, the creation process includes a data sync and a dataflow that imports the latest data to CRM Analytics. Schedule the app to refresh every day to ensure that Client Segmentation App uses up-to-date data.
• Understand Client Segmentation App Limitations
  The Client Segmentation app gives you limited access to CRM Analytics capabilities and features.