In Data Cloud, I am doing a small project where I created 5 Calculated Insights. One of those is given below.
SELECT Rental_c_Home__dlm.Customer_c__c AS Individual_Id__c, 'USD' AS currency_type__c, SUM( TRY_CONVERT_CURRENCY( Rental_c_Home__dlm.Rental_Fee_c__c, 'USD', 'USD' ) ) AS Total_Spend__c FROM Rental_c_Home__dlm JOIN UnifiedssotIndividual1__dlm ON Rental_c_Home__dlm.Customer_c__c = UnifiedssotIndividual1__dlm.ssot__Id__c GROUP BY Rental_c_Home__dlm.Customer_c__c, 'USD'
Now, when I am going to create Segmentation on top of the Unified Individual object, I am unable to see any insights. Why is this happening? Am I missing anything, or is there any limitation in the Dev Org?
#Salesforce Developer #Data Cloud
Two things gate a Calculated Insight from showing up in a segment on Unified Individual, and you are likely hitting both:
1. The Unified Individual primary key has to be a dimension in the CI. For a CI to surface when you segment on Unified Individual, the segment object's key (the Unified Individual ssot id) must be one of the CI dimensions. Right now you group by Rental Home Customer aliased as Individual Id, which is the source Customer field, not the Unified Individual id — so Data Cloud cannot relate the metric back to the individuals in the segment. Return the Unified Individual id (the ssot id from UnifiedssotIndividual) as the dimension instead of, or alongside, the Customer field.
2. The CI must be run after you build or edit it. A new CI stays inactive or processing until a full run finishes, and it only lands in the segmentation attribute library once it succeeds. Open the Calculated Insights tab, check the status, and run it if it is not Active or Success — then give the segment canvas a few minutes to sync the new attribute.
Fix the dimension first (that is the usual cause), re-run, and it should appear.
if this helps, please mark it as the Best Answer so it helps the next person — thanks 🙂
