--- schema_version: "1" id: 914c0b71acafbf1740cda37259378c4d2413bf78a5d61a8db1e747964f1bc6c2 title: Manage Clienteling collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/commerce/264-0-0/rt_pos_manage_clienteling.md canonical_url: https://help.salesforce.com/s/articleView?id=commerce.rt_pos_manage_clienteling.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 2926f12b458a454e318beab26ac5d8bd30f28173377de8115b675ae077cedc95 description: Clienteling within the POS app allows enriched customer profiles to be viewed and added to after every interaction. Clienteling helps retail store associates provide enhanced personalization by providing a complete view of customers so they can improve the customer experience. Using personalization quizzes, store associates can build a full picture of customer preferences, allowing them to curate tailored product recommendations, shareable lookbooks and more. products: - Commerce release: "264" --- # Manage Clienteling Clienteling within the POS app allows enriched customer profiles to be viewed and added to after every interaction. Clienteling helps retail store associates provide enhanced personalization by providing a complete view of customers so they can improve the customer experience. Using personalization quizzes, store associates can build a full picture of customer preferences, allowing them to curate tailored product recommendations, shareable lookbooks and more. - **[Configure Customer 360 Clienteling for Point of Sale](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_clienteling_customer_360_config.htm&release=264.0.0&type=5)** Configure the connector or service that powers each Customer 360 area in the POS app, giving store associates a unified view of customer data from Commerce or Service. The configured connector or service applies only to the Customer Profile, Address, and Wish List flows. - **[Customize the Clienteling Layout in Point of Sale](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_clienteling.htm&release=264.0.0&type=5)** Customize how clienteling displays in the POS app by configuring the layout through app config settings or by creating a custom clienteling profile layout. After you customize the layout, make clienteling accessible to store associates through the user icon or a deep link. - **[Promotions for Customer Groups](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_promotions_for_customer_groups.htm&release=264.0.0&type=5)** When you sign up a new customer in the Point of Sale (POS) app, the value entered in the Customer Group field saves to Point of Sale's backend. Customers can only be assigned to one group at a time. They cannot be part of multiple groups at the same time. For example, a customer can belong to the Teacher group or the Veteran group, but not both. - **[Apply Customer Groups to Promotions](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_apply_customer_groups_to_promotions.htm&release=264.0.0&type=5)** Merchants can create targeted promotions tailored for specific customer groups, for example veterans, teachers, which are defined in their customer records. By using the customerGroup attribute, shared across the SPI and Salesforce fields, merchants can efficiently apply these targeted promotions to groups of customers. This functionality is supported via Point of Sale's SPIs and Salesforce Sales Cloud (SFSC). For NetSuite customers, contact a Retail Cloud representative for custom mapping instructions. - **[Collections](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_collections.htm&release=264.0.0&type=5)** The POS app lets store associates and managers create a collection of products. You can share collections directly with customers or curate it for browsing purposes. The collection feature is configured using a deep link, and then implemented in a layout or from a hamburger menu. To access a collection, tap on the deep link you created in the POS app. - **[Create and Manage Customer Quotes](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_create_manage_customer_quotes.htm&release=264.0.0&type=5)** Merchants can create and track customer quotes on the POS app. Each quote has a unique number and includes customer information. Store associates can work with customers on merchandise and pricing, either in-store or over the phone, and then email the quote for review or print it on A4 paper. Customers can save the quote, delete it, or complete the checkout process. - **[Collect Customer Preferences Using a Quiz](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_customer_preferences.htm&release=264.0.0&type=5)** Anticipating customer needs by understanding their preferences strengthens their experience. You can configure Point of Sale to collect and store customer preferences in their profiles. To gather information about customers, create a preference quiz. - **[Customer Search](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_manage_customer_search.htm&release=264.0.0&type=5)** Find customers as well as add new ones in the Point of Sale (POS) app. - **[Configure Customer Search Webview in Point of Sale](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_clienteling_customer_search_webview.htm&release=264.0.0&type=5)** Set up a URL deep link to access WebViews so you can create appointment booking services within the Point of Sale (POS) app. - **[Validating Customer Profile Address on Cart](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_clienteling_validate_profile_addresses.htm&release=264.0.0&type=5)** Integrate the Clienteling SPI to check a customer’s address before placing an order. - **[Using a Black Book for Customer Management](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_clienteling_black_book.htm&release=264.0.0&type=5)** Create and manage a list of your favorite customers in Point of Sale - **[Ghost Email](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_clienteling_ghost_email.htm&release=264.0.0&type=5)** Share collections and cart via email from any email ID of your choice in the Point of Sale (POS) app. - **[Manage Store Tasks with Point of Sale](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_clienteling_manage_store_tasks.htm&release=264.0.0&type=5)** Create a list of tasks to help with task management and leverage the feature to keep track of any to-dos you might have. - **[Point of Sale Loyalty Overview](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_clienteling_loyalty_overview.htm&release=264.0.0&type=5)** Point of Sale supports loyalty integration. This integration facilitates the search for loyalty customers within the app, and shows and applies available rewards to the cart. - **[Point of Sale Loyalty SPIs](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_clienteling_loyalty_spis.htm&release=264.0.0&type=5)** Use Point of Sale's SPI to connect your loyalty program to the POS app. Make it easier to find loyalty customers and show rewards.