How-to

This is the implementation guide for Salesforce Personalization: short, task-focused pages grouped into sub-sections, one procedure per page. If you’re new, work through the sub-sections in the order below — each builds on data or setup the previous one created. If you already know what you need, jump straight to its sub-section.

Getting started

Spin up an org, enable Data 360 and Personalization, assign permissions, and deploy foundational data kits.

Connectors

Compare the Website, Mobile and Ingestion API connectors, then follow the setup pages for the one you need.

Data mapping

Map data lake objects to standard data model objects, including custom fields on the Goods Product DMO.

Identity & data graphs

Configure identity resolution rulesets and build the real-time profile and standard-item data graphs.

Calculated insights

Build standard and real-time calculated insights, add them to the data graph, and segment for personalization.

Personalization

Set up content schema, experience templates, recommenders, decisions, Web Personalization Manager, campaigns and localization.

Delivery channels

Deliver decisions via the Decisioning API, Flows, batch activation, Agentforce and Einstein Studio predictions.

Experimentation

Create and manage experiments and compare recommenders to learn what performs best.

Go-live

Work the go-live checklist, confirm you’re within limits, and troubleshoot common launch issues.