Introduction to Visual Insights Builder:
The Visual Insights Builder in Salesforce Data Cloud is a tool used to create calculated insights, which are custom metrics derived from the existing data.
[Reference: Salesforce Visual Insights Builder Documentation, Requirements for Creating Calculated Insights:, Measure: A measure is a quantitative value that you want to analyze, such as revenue, number of purchases, or total time spent on a platform., Dimension: A dimension is a qualitative attribute that you use to categorize or filter the measures, such as date, region, or customer segment., Reference: Salesforce Insights Builder Guide, Steps to Create a Calculated Insight:, Navigate to the Visual Insights Builder within Salesforce Data Cloud., Select "Create New Insight" and choose the dataset., Add at least one measure: This could be any metric you want to analyze, such as "Total Sales.", Add at least one dimension: This helps to break down the measure, such as "Sales by Region.", Reference: Salesforce Calculated Insights Creation Tutorial, Practical Application:, Example: To create an insight on "Average Purchase Value by Region," you would need:, A measure: Total Purchase Value., A dimension: Customer Region., This allows for actionable insights, such as identifying high-performing regions., , ]
