Set up the customer profile feature

This feature is coming soon.

Set up the Customer profile feature by mapping the data used to generate customer profiles and opportunities.

The first time you try to open a customer profile, the Setup customer profile page opens automatically.

1. Select the Product dimension and Product property (name). The property determines the product name displayed on the customer profile page.
2. (Optional) Select a Secondary product property to display additional information about the product.
3. (Optional) Select the Product group dimension, then select the Product group property (name).
4. Select the Sales rep dimension and Sales rep property (name). The property determines the sales rep name displayed on the customer profile page.
5. Select the Quantity measure.
6. (Optional) Select the Margin measure.
7. Click Save.
8. Review the message, then click Save and run.

The Sales Insights run typically takes 10–120 minutes, depending on the size of your customer data. Your changes aren't reflected on the Customer profile page until the run completes. You can check the status in the top-right corner of the page to see whether opportunities have been generated.

You can edit the setup later. On the Customer profile page, click the menu button in the top-right corner and select Edit configuration. The Setup customer profile page opens.