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Learn About Real-Time Offer Management
Set Up Promotion Personalization

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Set Up Promotion Personalization

Configure Data Cloud and Salesforce Personalization to retrieve personalized product recommendations based on each customer's purchase and browsing history. Then, use the Promotion Recommendations API to obtain personalized promotion recommendation.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management. Additionally, you need Data Cloud and Personalization.
  1. Set up Data Cloud in your Salesforce org.
  2. Create a permission set with the appropriate personalization permissions.
  3. Configure the Data Cloud permission set with the appropriate personalization permissions.
  4. Set up Personalization and deploy it to your data space.
  5. To connect your website to Data Cloud, create a website connector.
  6. Create and upload a sitemap of your website.
  7. Upload a web schema of your website.
    Instead of the recommended schema provided with Salesforce Personalization, use the schema for promotion personalization.
  8. Create a website data stream.
  9. Create this formula field in the data stream for the website connector.
    Label Formula Formula Return Type Mapping
    orderItem.totalPrice sourceField['orderItem.price'] * sourceField['orderItem.quantity'] Number Sales Order Product Engagement . Total Line Amount
  10. Create a custom Image URL field in the Product2 data model object (DMO).
  11. Complete these prerequisites before configuring a profile data graph for use with the Maximize Revenue Recommender.

    • Create and map SalesOrderProductEngagement.ProductOrderEngagementId field and ProductOrderEngagement.Id field to their respective DMOs.

    • 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.

  12. Map website connector object fields.
  13. Configure real-time identity resolution for personalization.
  14. Install the unmanaged package provided for personalization and configure data graphs and recommender.
  15. To retrieve personalized promotion recommendations, use the Promotion Recommendations API.
  16. To show the recommended promotions on your website, configure the Recommended Promotions Flexcard.
  1. Schema for Promotion Personalization
    An event schema defines the structure and attributes of event data collected on your website. With the Interactions SDK, you can track various types of interactions on your website, each capturing specific data. To send this data to Data Cloud, set up a website connector and upload a JSON schema file that outlines the structure of the event data you're tracking.
  2. Data Mappings for Promotion Personalization
    After you configure your website data stream, associate the relevant data lake objects (DLOs) to data model objects (DMOs).
  3. Add a Custom Field to the Product Data Model Object
    Add an Image URL field to the Product2 DMO to include pictures alongside recommended promotions.
  4. Promotion Personalization Data Kits
    Use prebuilt data graphs and a preconfigured recommender to deliver personalized product recommendations to your customers.
 
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