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Salesforce Personalization
Install Salesforce Personalization Data and Personalization Intelligence

Install Salesforce Personalization Data and Personalization Intelligence

Before you can use Salesforce Personalization, you must deploy required foundational data elements to the Data 360 data space that you want Personalization to use. You can also install a personalization pipeline intelligence dashboard or deploy optional attribution intelligence data.

  • Deploy Personalization Foundational Data
    Deploying Salesforce Personalization foundational data installs objects and preconfigured insights required for Personalization to function with Data 360.
  • Install a Personalization Pipeline Intelligence Dashboard
    Install the Personalization Pipeline Intelligence dashboard to view pipeline intelligence personalization metrics. You can install one pipeline intelligence dashboard in a data space.
  • Deploy Preconfigured Personalization Attribution Intelligence Data
    If you plan to track attribution for add-to-cart, order, or revenue metrics, you can deploy preconfigured Salesforce Personalization attribution intelligence data to Data 360. Attribution analysis requires the product browse engagement, shopping cart engagement, and product order engagement objects. If you don’t plan to use these objects, then deploying personalization attribution objects to Data 360 isn't necessary.
  • Including Personalization Components in Data Kits
    To streamline installations and deploy more complete solutions for Salesforce Personalization, add packageable personalization components to a Data 360 data kit. You can publish the data kit using Package Manager, and then deploy your customized solution in Data 360.
 
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