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Question 115 - Certified Data Cloud Consultant discussion

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The leadership team at Cumulus Financial has determined that customers who deposited more than $250,000 in the last five years and are not using advisory services will be the central focus for all new campaigns in the next year.

Which features support this use case?

A.
Calculated insight and data action
Answers
A.
Calculated insight and data action
B.
Calculated insight and segment
Answers
B.
Calculated insight and segment
C.
Streaming insight and segment
Answers
C.
Streaming insight and segment
D.
Streaming insight and data action
Answers
D.
Streaming insight and data action
Suggested answer: B

Explanation:

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.

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.

asked 23/09/2024
Suraj Porwal
36 questions
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