Waymark / Routes / developer.salesforce.com Build a Calculated Insight in Salesforce Data Cloud using the ANSI SQL editor to compute segment-level metrics
domain: developer.salesforce.com · 6 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed
Verified steps In Data Cloud, open the Calculated Insights builder and choose a Data Model Object or Data Lake Object as the source Write an ANSI SQL SELECT with aggregation functions (SUM, COUNT, AVG) and a GROUP BY on the dimension attributes that define the insight granularity Define the output schema by naming the measure and dimension fields the insight will expose Validate the SQL in the editor; resolve any unsupported syntax errors since only a subset of SQL functions is supported Activate the Calculated Insight and schedule a refresh cadence Reference the Calculated Insight attributes in segmentation criteria or Data Actions to drive downstream activation Known gotchas Calculated Insights support a subset of ANSI SQL; window functions and certain joins may not be available depending on the Data Cloud version Insights are computed on the Data Lake Object layer, so any upstream Data Stream delays propagate to insight freshness Dimension attributes used in GROUP BY must be mapped to a Data Model Object primary or foreign key for the insight to be usable in segmentation
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