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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.
Your org must have at least the following data:
- One record in the FinancialAccount object
- Record types
During app creation, CRM Analytics checks your org’s data to be sure it meets minimum requirements. If it doesn’t, you see a message describing what needs to be fixed.
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