https://clearingcustody.fidelity.com/app/literature/view?itemCode=9880538&renditionType=PDF
Four steps to successful client segmentation White Paper
Crafting and implementing your customized segmentation strategy
four stepsclient segmentationsuccessfulwhitepaper
https://help.salesforce.com/s/articleView?id=ind.fsc_admin_client_segmentation_embed2.htm&language=en_US&type=5
Embed Client Segmentation App Dashboards in Financial Services Cloud (Managed Pacakge)
After you create and share the Client Segmentation App app, users can access its dashboards through Analytics Studio. To make the dashboards available in...
financial services cloudclient segmentationembedappdashboards
https://help.salesforce.com/s/articleView?id=ind.fsc_admin_add_wave_quick_actions.htm&language=it&type=5
Aggiunta di azioni nell'app Client Segmentation (Pacchetto gestito)
Le azioni consentono agli utenti di sfruttare le azioni Salesforce dai dettagli del cliente nell'app Client Segmentation. Versioni (Edition) richieste Dis...
app clientdiazioninellsegmentation
https://help.salesforce.com/s/articleView?id=ind.fsc_admin_add_wave_quick_actions.htm&language=nl_NL&type=5
Snelle acties toevoegen in app Client Segmentation (Beheerd pact)
Snelle acties laten gebruikers Salesforce-acties benutten vanuit klantdetails in de app Client Segmentation. Vereiste editions Beschikbaar in: Lightning E...
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https://help.salesforce.com/s/articleView?id=ind.fsc_client_segmentation_enable_permissions.htm&language=en_US&type=5
Assign Client Segmentation App App Administrator Permissions
Enable administrators to create an app from the Client Segmentation App template and manage it by assigning the Client Segmentation Admin permission set....
client segmentationassignappadministratorpermissions
https://help.salesforce.com/s/articleView?id=ind.fsc_client_segmentation_limitations.htm&language=en_US&type=5
Understand Client Segmentation App Limitations
The Client Segmentation app gives you limited access to CRM Analytics capabilities and features. A CRM Analytics Growth, CRM Analytics Plus, or CRM Analyt...
client segmentationunderstandapplimitations