Setup Personalization

This workshop guides you to configuring a Simple Demo Org (SDO) with Data 360 and Salesforce Personalization.

Request a Simple Demo Org

Existing Simple Demo Org

If you’ve already configured a Simple Demo Org, you can skip this exercise and move directly to Setup User Permission Sets. If you don’t have access to an SDO or the partner community to request one, the workshops can also be completed in a sandbox.

1. Login to Partner Community.
2. Click the Learn tab.
3. Click Start Learning in the Partner Learning Camp tile.
4. Click the Demo Org tab.
5. Select SDO from the Demo Type menu.
6. Agree to the Master Subscription Agreement.
7. Click Submit.

Note

It may take up to an hour to complete the SDO provisioning process. Wait until you recieve an activation email before proceeding.

Activate Your SDO

1. Check your email inbox for an activation email.
2. To avoid potential conflicts with an existing Salesforce org browser session, copy the URL provided in the email and paste the URL in an incognito browser window.
3. Follow the instructions to set new password and security question.
4. Click Change Password.
5. Log in to the new SDO with your username provided in the activation email and new password.

Setup User Permission Sets

1. Click on the icon from the top setup menu and click the first Setup menu item.
2. In the quick find field, enter Users and select Users from the Users menu.
3. Select Active Users from the View menu.
4. Locate the row with your user account and click on your name.
5. Click Permission Set Assignments from the top menu to locate the Permission Set Assignments section.
6. Click Edit Assignments.
7. From the Available Permission Sets list, select Personalization Admin then click Add
8. From the Available Permission Sets list, select Personalization Intelligence User then click Add

Salesforce Personalization Permission Set Assignments

9. Click Save.
10. If you are prompted that the selected permission sets include community settings, click OK.

Setup Data Cloud

Existing Simple Demo Org

If you’ve previously configured Data 360 in your Simple Demo Org, you can skip this exercise and move directly to the next step.

1. Click the icon from the top setup menu and select Data Cloud Setup.
2. Click Get Started from the Data Cloud Setup Home page.

3. Once the setup process is complete, your Home Org details will appear on the Data Cloud Setup Home page.

Note

It may take up to an hour for the automated Data Cloud Instance setup process to complete. You will not be able to complete additional setup tasks until this process has completed.

Setup Personalization

Existing Simple Demo Org

If you’ve previously configured Personalization in your Simple Demo Org, you can skip this exercise and move directly to the Install Data Kit exercise.

1. Click the icon from the top setup menu and select Personalization Setup.
2. On the foundational setup tab, click Select Data Space in the Deploy Foundational Data section
3. Select the default data space and then click deploy

Note

Installation of the foundational datakit should only take a couple minutes. You will receive an email when the datakit is deployed. No additional setup steps are required on the Personalization Setup page.

Install Data Kit

In this exercise you will install a data kit containing elements that you will use in future workshops.

1. Copy the base URL of your SDO from the address bar in your browser, for example: https://your-sdo.my.salesforce-setup.com
2. Open a new browser tab and paste the base URL into the address bar.
3. Append the following path to the end of the URL: /packaging/installPackage.apexp?p0=04tWs000000hZ0v. Your final URL should look similar to this: https://your-sdo.my.salesforce-setup.com/packaging/installPackage.apexp?p0=04tWs000000hZ0v
4. Press Enter on your keyboard to load the installation page.
5. Select Install for All Users, then click Install.
6. When you see the confirmation message indicating the installation is complete, click Done.

Data Kit Deployment

Once the data kit is installed, there is no need to deploy any of the data kit elements at this time. You will deploy parts of the data kit in later workshops.

Load Catalog & Purchase Data Files

To simulate product and transaction data, you will need to create data streams to load sample records into the relevant Data Lake Objects (DLOs) and map attributes to Data Model Objects (DMOs). You will use this mapping to build recommenders and return personalized results on your training website in a later workshop.

Product Catalog Data Stream

1. Download the following file to your local computer: velo_product_catalog.csv.
2. Search for Data Cloud from App Launcher .
3. Select Data Cloud.
4. Select the Data Streams tab.
5. Click New.
6. Select the File Upload tile.
7. Click Next.
8. Select Upload Files.
9. Select the velo_product_catalog.csv file you previously downloaded.
10. In the Properties tab, set Category to Other and Primary Key as product_id.
11. Click Next.
12. Click Deploy.
13. Click Start in the Data Mapping card.

Data Stream Data Mapping Card

14. Click Select Objects.
15. Search for the Goods Product object in the Standard Data Model tab, then click the icon to add it as an object mapping.
16. Click Done.
17. Select product_id in the DLO left panel.
18. Expand the Unmapped menu and select Goods Product Id from the Goods Product DMO.
19. Click Save.
20. Expand the Unmapped menu and click Add New Field.
21. Enter Category in the Field Label menu and select 'Text' from the Data Type menu.
22. Click Save.
23. Repeat steps 20–22 to create three additional custom attributes as per the table below.

Attribute Name	Type
Image URL	Text
Price	Number
Product URL	Text

24. Create attribute mappings as per the table and screenshot below.

Searching DMO fields

You can quickly locate a DMO field by typing a value in Search fields in the Data Model entities panel.

DMO Attribute	Goods Product Attribute
category	Category
description	Product Description
image_url	Image URL
price	Price
product_id	Goods Product Id
product_name	Product Name
product_url	Product URL

Data Stream Product Catalog Attribute Mappings

25. Click Save & Close.

Product Order Engagement Data Stream

1. Download the following file to your local computer: velo_product_order_engagement.csv.
2. Select the Data Streams tab.
3. Click New.
4. Select the File Upload tile.
5. Click Next.
6. Select Upload Files.
7. Select the velo_product_order_engagement.csv file you previously downloaded.
8. In the Properties tab, set the Category field to Engagement.
9. Set the Event Time field to dateTime.
10. Set the Primary Key field to eventId.
11. Click Next.
12. Click Deploy.
13. Click Start in the Data Mapping card.
14. Click Select Objects.
15. Search for the Product Order Engagement object in the Standard Data Model tab, then click the icon to add it as an object mapping.
16. Click Done.
17. Expand the Unmapped menu from the Product Order Engagement DMO.
18. Create attribute mappings as per the table and screenshot below.

DMO Attribute	Product Order Engagement Attribute
currency	Currency
dateTime	Engagement Date Time
deviceId	Individual
eventId	Product Order Engagement Id
orderId	Order Transaction Id
orderTotalValue	Total Product Amount

Data Stream Product Order Engagement Attribute Mappings

19. Click Save & Close.

Sales Order Product Engagement Data Stream

1. Download the following file to your local computer: velo_sales_order_product_engagement.csv.
2. Select the Data Streams tab.
3. Click New.
4. Select the File Upload tile.
5. Click Next.
6. Select Upload Files.
7. Select the velo_sales_order_product_engagement.csv file you previously downloaded.
8. In the Properties tab, set the Category field to Engagement.
9. Set the Event Time field to dateTime.
10. Set the Primary Key field to eventId.
11. Click Next.
12. Click Deploy.
13. Click Start in the Data Mapping card.
14. Click Select Objects.
15. Search for the Sales Order Product Engagement object in the Standard Data Model tab, then click the icon to add it as an object mapping.
16. Click Done.
17. Select eventId in the DLO left panel.
18. Expand the Unmapped menu and select Sales Order Product Engagement Id from the Sales Order Product Engagement DMO.
19. Select dateTime in the DLO left panel.
20. Select Engagement Date Time from the Sales Order Product Engagement DMO.
21. Click Save.
22. Expand the Unmapped menu and click Add New Field.
23. Enter Category in the Field Label menu and select 'Text' from the Data Type menu.
24. Click Save.
25. Create attribute mappings as per the table and screenshot below.

DMO Attribute	Sales Order Product Engagement Attribute
category	Category
currency	not mapped
dateTime	Engagement Date Time
deviceId	Individual
eventId	Sales Order Product Engagement Id
lineItemPrice	Total Line Amount
orderId	ProductOrderEngagement
productId	Product
productName	not mapped
quantity	Ordered Quantity
unitPrice	not mapped

Data Stream Sales Order Product Engagement Attribute Mappings

26. Click Save & Close.

Deploy Website Connector Data Streams

In this exercise, you will use a data kit to deploy the data streams required for subsequent workshops. The data kit also includes the necessary object mappings for these data streams.

1. Select the Data Streams tab.
2. Click New.
3. Select the Installed Data Kits & Packages tile in the Other Sources section.
4. Click Next, then wait while the data kits are retrieved.
5. Select the Salesforce Personalization Training Data Kit from the Data Kits list.
6. Select the first data stream whose name begins with Training Site-Behavioral Events.

Select data stream from data kit

7. Click Next.
8. Click New Connector.
9. Enter Training Site in the Connector Name field.
10. Select Website from the Connector Type field.
11. Click Save.
12. Click Next to review your data stream fields.
13. Click Next, then click Deploy.

Review Object Mappings

To review how web schema objects map to DMOs, open the data stream and view its object mappings. With the exception of the All Event Data schema object, each web schema object maps 1:1 to a corresponding DMO. This means each schema object record creates a single matching DMO record in Data 360.

12. Repeat steps 2–7 for the Training Site-identity data stream in the data kit.
13. Select Website from the Connector Type menu.
14. Select Training Site from the Connector Name menu to select the connector you created previously.
15. Click Next to review your data stream fields.
16. Click Next, then click Deploy.
17. Repeat steps 2–7 for the Training Site-contactPointEmail data stream in the data kit.
18. Repeat steps 13–16 to configure and deploy the data stream.

Deployment Sequence

Deploy one data stream at a time from the data kit. Sequential deployment is required to avoid potential conflicts with other dependencies.

Add Object Relationships

A Data 360 Data Model Object (DMO) can have either standard or custom relationships with other DMOs. The Data 360 data model includes several predefined standard relationships, and you can also define custom relationships as needed.

In this exercise, you will create custom relationships between the DMOs mapped in the data streams that you created earlier.

Sales Order Product Engagement Object Relationships

1. Select the Data Model tab.
2. Locate or search for Sales Order Product Engagement and click on the object label.
3. Click on the Relationships tab.
4. Click Edit.
5. Click New Relationship.
6. Select the following fields:

Field	Value
Field	Product
Cardinality	N:1
Related Object	[Data Cloud] Goods Product
Related Field	Goods Product Id

7. Click Save.

Shopping Cart Product Engagement Object Relationships

1. Select the Data Model tab.
2. Locate or search for Shopping Cart Product Engagement and click on the object label.
3. Click on the Relationships tab.
4. Click Edit.
5. Click New Relationship.
6. Select the following fields:

Field	Value
Field	Product
Cardinality	N:1
Related Object	[Data Cloud] Goods Product
Related Field	Goods Product Id

7. Click Save.

Install the Salesforce Personalization Sitemap Builder Chrome Extension

In this exercise, you will install the Salesforce Personalization Sitemap Builder Chrome extension. You will use this tool in a later workshop to complete a series of hands-on sitemap construction activities.

1. Open Google Chrome.
2. Open the Sitemap Builder page in the Chrome Web Store.
3. Click Add to Chrome.
4. When prompted, click Add extension to confirm the installation.
5. Once installed, verify the extension appears in your browser toolbar (you may need to pin it from the Extensions menu).

Download Postman

In this exercise, you will install Postman, which you will use in later workshops to simulate personalization API requests.

1. Open a web browser and navigate to postman.com/downloads
2. Download the Postman application for your operating system (Mac, Windows, or Linux).
3. Run the installer and follow the on-screen instructions to complete the installation.
4. Launch Postman.
5. Sign in with your existing Postman account, or create a free account if you don’t already have one.

Additional Resources

• Setup Guide: Data 360 for Salesforce Personalization
• Detailed Implementation Guide
• Salesforce Personalization Retail Demo (use password LearnSPtoday)