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            Add the Customer Event Stream Component to a Contacts or Leads Page

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            Add the Customer Event Stream Component to a Contacts or Leads Page

            Watch your customers interact with your business in real-time as well as view historical activities right on a Contacts or Leads page with the event stream component of the Personalization managed package. Events are based on the data provided by the Interactions SDK or Sitemap. For custom events, you can view event name, URL (if applicable), timestamp, and channel.

            Required Editions

            Available in: Premium Edition
            Permissions Needed
            To add the Event Stream component: A role with Administrator permissions

            Before adding the Event Stream component, set up your environment as described in Personalization for Sales and Service Cloud Integration Setup.

            Note
            Note In the event stream, inventory status reflects the status at the time of the event. To view inventory status, make sure to specify the inventory count in the sitemap. Inventory count is stored in the product catalog. For more information about sitemaps, including catalog information examples, see the developer documentation Getting Started with Site Mapping.
            1. From the App Launcher, find and select the Sales or Service app.
            2. Open a contact or lead record.
            3. From Setup, select Edit Page.
            4. In the Components pane, in the Custom section, drag the Event Stream component onto the page.
            5. Select a unique user identifier for identity lookup.
            6. Select the Personalization identity type that matches the lead or contact’s User Identifier.
              For example, if you select Email as the user identifier, select Email Address as the Personalization identity type.
            7. Select the dataset that you want to view.
            8. Enter the number of events to show, and select the event types that you want to hide.
            9. Click Save, and then click Activate.

            To let non-admin users view the Event Stream component, grant access to the InteractionStudioService Apex class. For more information, see Class Security.

             
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