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            Checklist for Active Merchandising

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            1. Salesforce Help
            2. Docs
            3. B2C Commerce for Merchandisers and Administrators

            Checklist for Active Merchandising

            To implement active data for a site, the site must be tagged for data collection, and other attribute values imported. This topic applies to B2C Commmerce.

            This page lists the tasks in the order they must be performed. Because analytics-driven merchandising involves the collection, import, analysis, and calculation of values for merchandising, you must complete all analytics-driven merchandising tasks before implementing personalization or searchandising.

            Preparation and Planning

            Task Role ~Time

            Present active merchandising slide set to the customer, emphasizing how it would work for them, and the steps to get there.

            Review this checklist.

            Salesforce B2C Commerce: CRM/Merchandising

            Customer: Developer and Merchant

            		 2 hours
            Assign roles for merchandising tasks to ensure that personnel have the appropriate permissions in Business Manager. Customer: Administrator, Developer, and Merchant 1 hour

            Contact Salesforce Support to request active merchandising enablement.

            Provide the following information in your request email:

            • Customer realm ID
            • Site name
            • Site location: EU or US
            • Projected page views per day for the site
            • Site currency
            • Base URL
            • Site time zone
            • Expected site go-live date
            		 Customer: Developer

            15 minutes to make the request

            3 hours to 1 week for the feature to be enabled
            checkbox Read the active merchandising documentation thoroughly. Reading the documentation can speed the implementation and validation process. Customer: Developer 2 hours

            Data Collection Set Up and Configuration

            Task Role ~Time
            Develop a searchandising and personalization strategy for your site. Determine any custom attributes you want to create and use for sorting search results or creating customer group promotions. Customer: Merchant 1–3 hours
            Assign roles for merchandising tasks. Customer: Merchant 15 minutes
            Make sure that personnel have the appropriate permissions. Customer: Administrator 15 minutes

            Add new tags to your ISML templates to collect data from your site. You can use the SiteGenesis implementation of active merchandising as an example of tagging. Refer to the Reference Application implementation of active merchandising for information on what templates to tag for sites based on the older reference application.

            		 Customer: Developer 30 minutes to 4 hours

            Validate the Tagging Effort.

            		Customer: Developer 5 minutes

            checkbox Review page tagging for accuracy using the Analytics Debugger.

            B2C Commerce: CRM

            Customer: Developer

            		 2-hour meeting

            Customer includes a file for the Cost and Newness metrics.

            Creating Feeds.

            Creating the Custom .csv Feed Files.

            Importing the Custom .Csv Feed Files and rebuild the product search index. You can then immediately test rules based on imported feed data, as long as you also have active data available.

            Warning: Active Data imports use REPLACE mode. Attributes not in the CSV file are permanently deleted. See the import topic for prerequisites and data loss warnings.

            Customer: Developer and Administrator

            		 Varies based on requirements (for the tasks, 15, 30, and 5 minutes, respectively)

            Automate the feed import.

            Create an import pipeline for active data feeds using the ImportActiveData pipelet.

            Create a job to automate active data import.

            		Customer: Developer 30 minutes

            (Optional) If your searchandising or personalization strategy requires it, create custom attributes for the ProductActiveData and CustomerActiveData objects.

            		 Customer: Developer Depends on the number of attributes to be created, but if the number is under five, approximately 20 minutes.

            Make tagging changes as required.

            		 Customer: Developer 1 day
            Update the Salesforce Support ticket to indicate that the active data collection is ready to go live. Customer: Developer  

            Make tagging changes as required.

            		Customer: Developer 1 day
            checkbox Update the Salesforce Support ticket to indicate that the active data collection is ready to go live. Customer: Developer  

            Searchandizing

            Task Role ~Time

            Provide searchandising strategy session and sorting rules training.

            B2C Commerce: CRM

            Customer: Merchant

            		 1 day

            Create Dynamic Attributes.

            		Customer: Merchant 15 minutes

            Create Sorting Rules.

            		Customer: Merchant 15 minutes

            Create Storefront Sorting Options.

            		Customer: Merchant 15 minutes

            Configure a Category Default Sorting Rule.

            		Customer: Merchant 15 minutes

            Set the Keyword Search Sorting Rule.

            		Customer: Merchant 15 minutes

            (Migration from Previous Version Only) When implementing active merchandising in an existing site, you also must change all calls to the Search pipeline to use the new sorting rule ID parameter instead of sortBy parameters.

            		 Customer: Developer 15 minutes

            (New implementation only) Make sure any calls to the Search pipeline use the sorting rule ID parameter. See the Product and Search pipelines in the latest SiteGenesis Storefront Core cartridge.

            		 Customer: Developer 15 minutes
            When your sorting rules are tuned to your satisfaction, stage them from your Staging instance to your Production instance. Customer: Administrator 15 minutes
            Test the data collection after a minimum of 1 day by reviewing the top selling product pages in Business Manager.

            B2C Commerce: CRM

            Customer: Merchant

            		 15 minutes for the test results, 1-hour meeting to discuss results.

            Personalization

            Task Role ~Time
            checkbox Provide a personalized merchandising strategy session and readiness check. Check existing customer groups and content slots.

            B2C Commerce: CRM/Merchandising

            Customer: Developer

            		 Varies

            checkbox Provide personalized merchandising training that includes best practices for creating dynamic customer groups and slot configurations.

            B2C Commerce: CRM/Merchandising

            Customer: Merchant

            		 1/2 day
            checkbox Create or edit customer group definitions. Customer: Merchant 15 minutes
            checkbox Create or edit content slots for personalized merchandising. Customer: Merchant 15 minutes

            checkbox Define customer groups as part of slot configuration rules.

            		Customer: Merchant 15 minutes

            Troubleshooting

            Task Role ~Time
            checkbox Regularly monitor your daily active data feed and consult customer support if you experience any problems. Customer: Administrator 5 minutes

            Configure Active Data

            		 Customer: Developer or Merchant as desired
             
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