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Salesforce Personalization
Standard Editions and Licenses for Salesforce Personalization

Standard Editions and Licenses for Salesforce Personalization

Salesforce Personalization is available in several standard Salesforce editions. Personalization requires a Data 360 license.

Standard Editions

Salesforce Personalization is available in Lightning Experience with these standard Salesforce editions.

  • Developer
  • Enterprise
  • Professional
  • Unlimited

Prerequisites

Salesforce Personalization requires an active Data 360 license to function. For more information on Data 360 licenses, see Data 360 Standard Editions and Licenses.

Personalization License

The Personalization license grants access to the full suite of advanced capabilities required to configure and manage in-depth personalization strategies. This license supports delivery across your website, mobile app, and other channels outside Salesforce clouds, ensuring comprehensive omnichannel engagement and unlocking the platform's complete toolset.

  • What it is: The full-featured, primary license. It grants access to the complete Personalization app and all its capabilities.
  • Primary use case: Use the included 50 million Personalization Credits for high-volume, real-time personalization on web and mobile apps.

Personalization Card License

The Personalization Card license is a consumption-based add-on that enables you to build and test specific personalization experiences directly within your primary Salesforce editions. This license is perfect for testing how personalization can enhance your email marketing, sales processes, or customer service interactions.

  • What it is: This card enables you to unlock and test cross-channel and cloud-based personalization use cases in Salesforce apps. It also provides an initial set of credits and advanced features to build and test these scenarios.
  • Primary use case: Use this card for personalization use cases other than web and mobile apps that require a Salesforce Personalization license. You can deliver personalized content and recommendations within Marketing Cloud Advanced (Email Personalization) and extend personalized insights and actions to your teams in other Salesforce apps. It also powers tailored insights and recommendations for agents in Agentforce.

This table compares the two licenses.

Aspect Personalization License Personalization CARD
Scope The full-featured, primary license for accessing the complete Personalization app. A consumption-based add-on or a limited, standalone license.
Primary use case High-volume, real-time personalization on web and app. Extends the capabilities of the full license by adding more credits, if necessary. Use this standalone license to unlock Personalization in other Salesforce apps as well.
Example applications
  • Delivering real-time personalization on your website.
  • Personalizing content within your mobile app.
Extra credits to unlock
  • Email Personalization: Deliver recommendations within Marketing Cloud Advanced.
  • Cross-cloud Personalization: Extend insights to Sales Cloud, Service Cloud, and Loyalty Cloud.
  • Agentforce: Power insights and recommendations for agents.
Included credits 50 million 1 million
Attribution models 20 2
 
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