Calculated Insights, Segments and Activation

Data Cloud (Data 360)Calculated Insights, Segments and ActivationTurn unified data into action: SQL calculated insights with dimensions and measures, streaming insights and data actions, segments with nested and waterfall logic and different publish modes, activation to Marketing Cloud, ads and storage, and enrichment and automation back in CRM with Data 360-triggered flows.Intermediate · about 75 minutesWhat you will learn

Write calculated insights in SQL with correct dimensions, measures and naming rules

Build lifetime value, RFM and churn-risk insights over unified profiles

Explain streaming insights and data actions and choose a target (Platform Event, webhook, Marketing Cloud)

Design segments with related attributes, nested segments and waterfalls, and pick a publish mode

Configure activations with contact points and attributes for Marketing Cloud, ad platforms and cloud storage

Bring Data 360 results into CRM with copy field and related list enrichment and Data 360-triggered flows

Contents

Calculated insights

Streaming insights and data actions

Segments

Activation

Bringing Data 360 into CRM

Worked example: churn-risk insight to CRM action

Best practices

Common pitfalls

Hands-on exercises

Key takeaways