Marketing Cloud Personalization

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Marketing Cloud Personalization

Set the Unified Customer Profile Type

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Set the Unified Customer Profile Type

The Unified Customer Profile provides an overview of all information that Personalization collects about a particular user—or account if your organization also markets to businesses. If you market to businesses, the Unified Account Profile displays aggregate information for the account. The information that displays depends on the type of business you select—ecommerce, demand generation, or SaaS.

Required Editions

Permissions Needed
To set the Unified Customer Profile type:	Administrator permissions or a role with Configure Dataset permissions

From the main navigation, select Settings | General Setup.
Expand Advanced Options.
Select Set Default Customer Overview Screen Type.
Select the desired business type: Demand Generation, Ecommerce, or SaaS.
Click Save.