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            Review Prerequisites for Personalization for Sales and Service Cloud Integration

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            Review Prerequisites for Personalization for Sales and Service Cloud Integration

            Before installing the Personalization for Sales and Service Cloud managed package, ensure your org is set up with these prerequisites.

            Required Editions

            Available in: Premium edition

            Before you can integrate Personalization with Sales and Service Cloud, you must have these components configured:

            • A Personalization dataset with catalog items and promotions

            • Multiple identities enabled in Personalization with identity types created

             
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