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Create a Shopping Cart Insight

Create a shopping cart insight to understand customer interactions and optimize their journey. This process involves selecting an individual data model, choosing real-time or batch processing, and defining event values. Gain valuable insights into shopping trends and improve conversion rates.

Required Editions

Available in: Lightning Experience
Available in: All Editions supported by Data Cloud. See Data Cloud edition availability.
User Permissions Needed
To create shopping cart insights: Data Cloud Architect

You also need view access for all related DMOs and Data Graphs to create an insight that references them.

  1. In Data Cloud, go to the Calculated Insights tab, click New.
  2. Choose a Dataspace.
  3. Click Create from Template.
  4. Click Shopping Cart.
  5. Choose the type of individual data model object to use as the model for your customer.
    If you chose Unified Individual, choose an Identity Resolution Ruleset.
  6. Select how the insight processes data.
    If you chose Real-Time, choose a data graph.
  7. Review the prerequisites page and fix any incomplete prerequisites. Your connected data graph and data model objects (DMOs) must contain specific fields and relationships to create this Shopping Cart Insight.
  8. Define Details shopping cart insight details.
    1. Provide the Shopping Cart Insight Name. The API Name is automatically populated.
    2. Provide the Description.
    3. Provide the Event Values for the actions in your engagement events. The value must match and is case-sensitive.