Visualize Sales Data and Opportunities with the Cluster Analysis Account Segmentation
App
Use no-code machine learning to visualize sales data, KPIs, and opportunities by
cluster. Get insights into your accounts and products, and change the number of clusters to see
different account segments. The Cluster Analysis Account Segmentation template guides you
through creating the app.
Required Editions
| Available with CRM Analytics, which is available for an extra cost in
Enterprise, Performance, and Unlimited Editions. Also
available in Developer Edition. Requires a CRM Analytics license.
|
| User Permissions
Needed |
| To create and manage the Cluster Analysis Account Segmentation app: |
Manage CRM Analytics Templated Apps |
| To use the Cluster Analysis Account Segmentation app: |
Use CRM Analytics Templated Apps |
Before you create an app, make sure that:
- Your org uses the Account, Opportunity, and Product objects and that you have at least
one opportunity with a product linked to an account.
- The Analytics Integration User has the appropriate Salesforce field-level security to view the fields that
you want to analyze.
-
From the Analytics tab or Analytics Studio, click Create and
then select App.
-
Select the Cluster Analysis: Account Segmentation template to open the guided
flow.
The guided flow checks that your org meets the minimum requirements.
-
If your org meets the minimum requirements, click Looks good,
next.
If the requirements aren’t met, check the feedback.
-
Name and save your app.
