Prerequisites

Before using Web Personalization Manager, you need to configure the Salesforce Interactions Web SDK, set up personalization points, and ensure users have the necessary permissions.

• Configure the Web SDK using Personalize Web Experiences with the Salesforce Interactions SDK.

• Make sure to configure personalization points. A personalization point integrates the data space, profile data graph, personalization type, and response template to deliver personalized content. See Configure a Personalization Point.
• Users need a Personalization Admin or Personalization User permission set to access Web Personalization Manager. For more information, see Personalization Standard Permission Sets.
• Enable third-party cookies in your browser to use Web Personalization Manager securely.