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            Create a CRM Analytics Template Configuration to Get Care Professional Recommendations

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            Create a CRM Analytics Template Configuration to Get Care Professional Recommendations

            Create and set up a template configuration in Scoring Framework to install a customizable CRM Analytics app that generates recommendations about the top three recommended care professionals for patients.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions
            User Permissions Needed
            To create a CRM Analytics template configuration: Scoring Framework Admin
            To install a CRM Analytics app: Manage CRM Analytics Templated Apps

            Before you create a CRM Analytics template configuration ensure that the Analytics Integration User has read and write access and run data sync for the Recommend Care Professional object.

            Note
            Note To get these recommendations, you don’t need to select an object for training and scoring, the prediction duration and historical datasets, and input features that are in a CRM Analytics dataset. As a result, the Select an Object for Training and Scoring, Select Prediction Duration & CRM Analytics Datasets, and the Do You Want to Include a CRM Analytics Dataset with Additional Features? steps don’t appear when you select Effectiveness Score for Recommended Care Professionals as the template configuration type. The Filter Your Training and Scoring Datasets, and Configure Write Back of Predictions steps also don’t appear for this template configuration type.
            1. In Scoring Framework, create a CRM Analytics template configuration that uses Effectiveness Score for Recommended Care Professionals (Health Cloud) as the template configuration type.
            2. Select Care Professional Customer Satisfaction as the predefined target variable.
            3. Select input features from a predefined set of fields.
            4. To show prediction scores, suggestions and insights about prediction scores, and Next Best Action recommendations, create an AI Accelerator use case.
            5. Show predictions on Account Service Preference record pages. See Get Predictions on Lightning Pages.

            See Also

             
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