The leadership team at Cumulus Financial has determined that customers who deposited more than $250,000...

[Reference: Salesforce Data Cloud Use Case Documentation, 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., Reference: Salesforce Calculated Insights and Segmentation Guide, 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., Reference: Salesforce Calculated Insights Tutorial and Segment Creation Guide, Practical Application:, Example: Identify high-value customers who are not leveraging additional services and target them with personalized marketing campaigns to promote advisory services., Reference: Salesforce High-Value Customer Segmentation Case Study, , ]