Go-live checklist

Updated Nov 8, 2026 · Web research attempted 2026-11-08 — see internalNotes

Before you turn Personalization on for real traffic, confirm every prerequisite from this guide is in place. Each group below links back to the page that covers it — copy the checklist and work through it with your team.

Foundation

Covered in Enable Data 360 and Personalization, Assign permission sets and licenses, Understand data spaces and the object prefix, and Install a foundational data kit.

Foundation Copy list

• Data 360 and Personalization are enabled; Personalization Setup is reachable
• Permission sets and licenses are assigned for admins, users, and the Data Cloud connector
• A dedicated data space exists with its object prefix recorded
• A foundational data kit is deployed, including the Daily Personalization Requests and Uniques calculated insights

Connect and map data

Covered in Connectors, Create and map the website data stream, and Map DLOs to standard DMOs.

Connect and map data Copy list

• At least one connector (website, mobile, or ingestion API) is live and sending events
• A data stream is created and mapped for each connector in use
• Data lake objects (DLOs) are mapped to the standard data model objects (DMOs) Personalization expects

Identity and data graphs

Covered in Build the identity resolution ruleset, Review the default data graph, Build the profile and item data graphs, and Add calculated insights to the data graph.

Identity and data graphs Copy list

• Identity resolution ruleset is active and producing unified profiles
• The default real-time profile and item data graphs are reviewed and confirmed as org defaults
• Dedicated profile and/or item data graphs are built where the defaults aren’t enough
• The calculated insights you need are attached to the data graph

Recommenders and experiences

Covered in Create a recommender, Create personalization points and decisions, and Use the Web Personalization Manager.

Recommenders and experiences Copy list

• At least one recommender is trained, with a fallback configured
• Personalization points and decisions are created, prioritised, with targeting rules
• Experiences are previewed and verified in the Web Personalization Manager

Consent and delivery

Covered in Handle consent, CSP, and flicker for the website connector and Call the Decisioning API.

Consent and delivery Copy list

• Consent, CSP allowances, and flicker defense are handled on the website connector
• A decision is verified end to end through the Decisioning API or the channel you use to deliver it

Validate and monitor

Covered in Create and manage experiments and Pipeline intelligence.

Validate and monitor Copy list

• An experiment is running or planned to validate the change against a control
• The Pipeline Intelligence dashboard is installed to monitor the rollout