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Salesforce Personalization
Configure Profile Data Graph for the Maximize Revenue with Promotion Recommender

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Configure Profile Data Graph for the Maximize Revenue with Promotion Recommender

To use the Maximize Revenue with Promotions recommender, make sure that you include these related objects and fields to capture product and promotion engagement data.

To create a profile data graph, 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 +.
  3. Add Product Browse Engagement, Product Order Engagement, Shopping Cart Engagement, and Website Engagement to the data graph.
  4. (Optional) Next to Shopping Cart Engagement, click + and select Shopping Cart Product Engagement.
  5. Next to Product Order Engagement, click + and select Sales Order Product Engagement and Offer Product Order Engagement.
  6. Next to Sales Order Product Engagement, click + and select Offer Sales Order Product Engagement.
  7. (Optional) To include segment membership in filter criteria, look for Unified Individual, click + and select Unified Individual - Latest.
  8. 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 ssot__CreatedDate__c
    Product Id ssot__ProductId__c
    Individual ID ssot__IndividualId__c
    Product Order Engagement Created Date ssot__CreatedDate__c
    Individual ID ssot__IndividualId__c
    Adjusted Total Product Amount ssot__AdjustedTotalProductAmount__c
    Sales Order Product Engagement Created Date ssot__CreatedDate__c
    Product ssot__ProductId__c
    Shopping Cart Engagement Created Date CreatedDate__c
    Product Product__c
    Individual ID ssot__IndividualId__c
    Offer Product Order Engagement Promotion PromotionId__c
    OfferSalesOrderProductEngagement Promotion PromotionId__c
    Website Engagement Created Date ssot__CreatedDate__c
    Individual ID ssot__IndividualId__c
    Promotion ID ssot__PromotionId__c

    Here's a sample profile data graph:

    Image showing a profile data graph configured to use with a Maximize Revenue with Promotion recommender.
  9. In the profile data graph, add the direct or related attributes that you want to use for decision targeting or recommendation filters.
  10. Add the Data 360 segments or insights that you want to use when making targeting decisions.
  11. To review the structure of the JSON blob, click Preview.
  12. Save and build the data graph.
 
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