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Learn About Real-Time Offer Management
Set Up Offer Personalization

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Set Up Offer Personalization

Configure Data Cloud and Salesforce Personalization to set up the data required to show personalized offers. For example, show offers based on a customer's browsing and purchase history.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Real-Time Offer Management and Salesforce Personalization

Before you set up offer personalization, set up Data 360 for Offer Management.

Set Up Data 360 for Personalization

Configure a permission set to provide access to Personalization and offers data. Then deploy Salesforce Personalization foundational data to install objects and preconfigured insights required for Personalization to work with Data 360.

  1. Create a permission set with the appropriate personalization permissions.
  2. To provide Data 360 access to Personalization objects, configure the Data Cloud permission set with the personalization permissions.
  3. For Personalization to work with Data 360, deploy Salesforce Personalization foundational data to install objects and preconfigured insights required.

Capture Data from Your Website in Data 360

Connect your website with Data 360 and install the Interactions SDK that sends data from your website to Data 360. Then, create a data stream to capture the website data to data lake objects (DLOs). Finally, map the data in DLOs to data model objects (DMOs).

  1. Create a Website Connector.
  2. Upload the event schema of your website.
  3. Install the Interactions SDK on your website.
  4. Create and upload a sitemap of your website.
  5. Create a website data stream
  6. Map website connector object fields to Data Model Objects.

Create Calculated Insights and Data Graphs

Before configuring a profile data graph for use with the Maximize Revenue Recommender, complete these tasks.

  • 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.

Create Data Graphs for Offers and Profiles to bring together structured data, including insights, from your Data Model Objects (DMOs) in Data 360.

  1. To match information about active users to a unified profile object consolidating profile data from different sources, configure real-time identity resolution for personalization.
  2. Create calculated insights. For example, create a calculated insight using SQL that identifies unique offers and calculates their average priority level.SELECT ssot__Offer__dlm.ssot__Id__c as offer_id__c, AVG(ssot__Offer__dlm.ssot__PriorityNumber__c) as offer_priority__c FROM ssot__Offer__dlm GROUP BY offer_id__c
  3. Create these Data Graphs.
    • Real-Time Profile
    • Offer

After your marketing managers personalize offers, use the Decisioning API to show relevant content to users.

 
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