Loading
Prepare for Email to Become the Default Login ExperienceRead More
Salesforce Personalization
Configure Profile Data Graph for the Maximize Revenue Recommender

Configure Profile Data Graph for the Maximize Revenue Recommender

To use the maximize revenue recommender with a profile data graph for a retail environment, you add certain objects and fields to the profile data graph.

Before configuring a profile data graph for use with the maximize revenue recommender:

  • Make sure to create and map these required fields to their respective data model objects (DMOs).
    DMOREQUIRED FIELD
    SalesOrderProductEngagement SalesOrderProductEngagement.ProductOrderEngagementId
    ProductOrderEngagement ProductOrderEngagement.Id
  • For the Sales Order Product Engagement object relationships, create a N:1 (ManyToOne) active relationship between its Product Order Engagement Id field and the Product Order Engagement Id field of the Product Order Engagement object.
    ObjectFieldCardinalityRelated ObjectRelated Field
    Sales Order Product Engagement Product Order Engagement ManyToOne Product Order Engagement Product Order Engagement Id
  • (Optional) For the Shopping Cart Product Engagement object relationships, create an N:1 (ManyToOne) active relationship between its Shopping Cart Engagement field and the Shopping Cart Engagement Id field of the Shopping Cart Engagement object.
    Object Field Cardinality Related Object Related Field
    Shopping Cart Product Engagement Shopping Cart Engagement ManyToOne Shopping Cart Engagement Shopping Cart Engagement Id

Use the instructions in Create a Data Graph, but select the fields and objects listed here.

  1. Select Unified Link Individual, and click + to add it.
  2. Select Individual, and click + to add it
  3. Add Product Browse Engagement, Product Order Engagement, and Shopping Cart Engagement to the data graph.
  4. Next to Product Order Engagement, click + and then select Sales Order Product Engagement.
  5. (Optional) Next to Shopping Cart Engagement, click + and then select Shopping Cart Product Engagement.
  6. Select these related objects, and add the required fields.
    Note
    Note Some fields are preselected for some objects. Leave those fields selected.
    Related Object Field Name Field API Name
    Product Browse Engagement Created Date CreatedDate__c
    Product Id ProductId__c
    Product Brand ProductBrand__c
    Product Category Name ProductCategoryName__c
    Engagement Channel Action EngagementChannelAction__c
    Product Order Engagement Created Date CreatedDate__c
    Individual ID IndividualId__c
    Sales Order Product Engagement Created Date CreatedDate__c
    Product Product__c
    Ordered Quantity OrderedQuantity__c
    Product Price Amount ProductPriceAmount__c
    Shopping Cart Engagement Created Date CreatedDate__c
    Product Product__c
    Product Brand ProductBrand__c
    Product Category Name ProductCategoryName__c
    ShoppingCartProductEngagement Individual Id IndividualId__c
    Created Date CreatedDate__c
    Product Id ProductId__c
  7. Add the direct or related attributes that you want to use for decision targeting or recommendation filters.
  8. Add the Data 360 segments or insights that you want to use when making targeting decisions.
  9. To review the structure of the JSON blob, click Preview.
  10. Save and build the data graph.
 
Loading
Salesforce Help | Article