* Understanding the Use Case:
The leadership team wants to focus on customers who have deposited more than $250,000 in the last five years and are not using advisory services.
Reference:
* Features Involved:
Calculated Insight: This feature helps derive metrics and values based on existing data. In this case, it can calculate total deposits over the last five years.
Segment: Segmentation allows targeting specific groups of customers based on defined criteria, such as total deposits and usage of advisory services.
* Steps to Implement:
Create a Calculated Insight:
Navigate to Visual Insights Builder in Salesforce Data Cloud.
Create a new calculated insight to sum deposits for each customer over the last five years.
Create a Segment:
Use the Segment Canvas to create a new segment.
Apply filters to include customers with deposits over $250,000 and exclude those using advisory services.
* Practical Application:
Example: Identify high-value customers who are not leveraging additional services and target them with personalized marketing campaigns to promote advisory services.