MeshMesh from Salesforce
Data 360 · Calculated Insights

Configure Calculated Insights

Build calculated insights and affinities in Data 360, such as engagement scores, lifetime value or likelihood to upgrade, so they refresh on a schedule and can feed segments, records or components.

156 tasks
Method

How MeshMesh does it

  1. Explores the Data 360 objects to find the data an insight needs.
  2. Creates the calculated insights, for example watch hours, lifetime value and likelihood to upgrade. It then waits for them to materialize and confirms they show under Unified Individual in the segment builder.
  3. Where engagement data is missing, ingests website engagement data and recalculates the insights.
  4. Fixes the scoring logic behind an insight, for example joining form submissions on both the contact and the lead ID.
  5. Wires the results into a consumer, such as a Lightning web component that queries Data 360 for browse engagement, and deploys it to the user's orgs.
  6. Documents what it learned and saves a reusable recipe.
Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.

  1. 1Calculated InsightsData 36036 tasks
  2. 2SegmentationData 3604 tasks
Features