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            Use the Product Recommendation Dashboards

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Use the Product Recommendation Dashboards

            Get product recommendations for customers who are most likely to buy your products.

            Required Editions

            Available in: Professional, Enterprise, and Unlimited editions with the Revenue Intelligence for Financial Services license
            • Use the Advanced Product Recommendation Dashboards
              Get product recommendations for customers who are most likely to buy your products. View customers whose predicted product purchase scores indicate the need your attention. Prioritize the customers who need your immediate attention by profiling the customers. The predictions are based on existing snapshot data in Salesforce.
            • Use the Basic AI Product Recommendations Dashboards
              Get product recommendations for customers who are most likely to buy your products. Prioritize customers who need your immediate attention by profiling the customers. The predictions are created by using clustering transformation.
             
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            Salesforce Help | Article