Use Case - Stock Recommendation
Objective:
To show relevant buy/sell stock recommendation based on buyers watchlist option chosen in the website.
Fields to be Used:
Custom Object: Account Securities
Custom Field: InWatchlist
Custom Field: SecType
Use Case Scenario
If InWatchlist is Yes and has the SecType Containing specific counter want to show a banner for the user with buy/sell in the website.
Example;
If user has the counter Sectype DelMonte in Watchlist
SecName: DelMonte
InWatchList: Yes
Then show the Delmonte Banner in web campaign for that particular user
(In Future we wanted to make the text within banner to be dynamically updated from the data sets from custom objects)
Current Issue:
Since we are unable to import Custom Objects within the Account Database (below is screenshot) we are unable to identify that particular user has added the specific counter to his watchlist. And due to the same we are unable to fire the relevant web campaign.
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