Choose standard vs. real-time calculated insights

Updated Nov 8, 2026 Based on Salesforce docs and web research updated 2026-11-08

A calculated insight (CI) is a metric Data Cloud derives from your data, like total spend or a loyalty score. Data Cloud offers two CI types — Standard and Real-Time — and recommenders, segments, and Personalization decisions read the result. This page compares the two and helps you pick one. It assumes you’ve already seen the Calculated insights overview page.

Compare the two CI types

Standard CI vs. Real-Time CI
Standard CIReal-Time CI
ComputationRuns as a scheduled batch jobComputed on-the-fly, as data arrives
Refresh timingOn a recurrence you set (commonly daily)Continuously, with no fixed schedule
Best forDurable metrics reused across segments, reports, or scoring models (lifetime value, churn score, loyalty tier)Live personalization decisions that need the newest value (last-session activity, in-session scoring)
Historical scopeCan join full historical and profile dataNarrower — tuned for freshness over deep history

Pick a CI type

  1. From Data 360, open Calculated Insights for your data space.
  2. Start a new insight and give it a name that describes the metric.
  3. Set its type to Standard if the metric can refresh on a schedule, or Real-Time if a personalization decision needs the newest value.
  4. Define the metric’s logic (for example, a total, count, or score) over the fields it needs.
  5. Save and run it, then confirm the output values look right for a few sample profiles.
Calculated insight builder showing the Standard and Real-Time type options
Screenshot: Calculated insight type selection

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