The Data 360 shopping cart insight template creates a calculated or real-time insight based on actions in your customer’s shopping cart. Analyze customer interactions with their shopping cart, from items added to purchases completed or abandoned. Shopping cart insights provide a view of the customer's current shopping cart state.
Required Editions
| Available in: All Editions supported by Data 360. See Data 360 edition availability. |
Use this insight to:
- Identify popular product combinations.
- Reference cart contents to determine cart abandonment activity.
- Understand the impact of promotions or discounts on cart completion.
- Optimize the checkout flow to reduce friction.
- Improve product recommendations and merchandising strategies.
Model Your Customer
The shopping cart insight is modeled on an Individual or Unified Individual data model. The model represents your customer and their shopping cart experience.
- Individual: Your customer’s shopping cart is unique to each device or browser that they use.
- Unified Individual: Your customer’s shopping cart is shared across all of their devices
and browsers.
To use a Unified Individual, choose a related identity resolution ruleset. The ruleset defines how to identify a customer across multiple shopping sessions. See Identity Resolution Rulesets in Salesforce Help.
Process Shopping Cart Data
To create a shopping cart insight, choose between calculated and real-time insights.
- Calculated Insight
- A calculated insight processes data in batches, typically on a schedule. This approach is suitable for analyses that don't require immediate updates. Use historical data for trend analysis and deeper analysis of customer behavior over time.
- Real-time Insight
- A real-time insight provides continuously updated data and reflects customer actions as they happen. Real-time insights require real-time data graphs and support immediate responses, such as triggering personalized offers based on current cart contents or identifying immediate abandonment risks. See Data Graphs in Salesforce Help.
Model Your Shopping Cart
Shopping cart insights map data model object (DMO) fields to events in your customer’s shopping carts. The insight uses the Shopping Cart Engagement DMO, Shopping Cart Product Engagement DMO, and Product Order Engagement DMO. Configure the required DMO fields.
| DMO | FIELD NAME | Field API Name |
|---|---|---|
| Individual DMO | Individual ID | ssot__Id__c |
| Shopping Cart Engagement DMO | Individual | ssot__IndividualId__c |
| Shopping Cart Engagement ID | ssot__Id__c | |
| Shopping Cart | ssot__ShoppingCartId__c | |
| Created Date | ssot__CreatedDate__c | |
| Shopping Cart Event Type | ssot__ShoppingCartEventTypeId__c | |
| Shopping Cart Product Engagement DMO | Shopping Cart Engagement ID | ssot__ShoppingCartEngagementId__c |
| Product SKU | ssot__ProductSKUNumber__c | |
| Product | ssot__ProductId__c | |
| Product Quantity | ssot__ProductQuantity__c | |
| Product Price | ssot__ProductPrice__c | |
| Product Image URL | ssot__ProductImageURL__c | |
| Product Order Engagement DMO | Individual | ssot__IndividualId__c |
| Shopping Cart | ssot__ShoppingCartId__c | |
| Engagement Date Time | ssot__EngagementDateTm__c | |
| Product Order Event Type | ssot__ProductOrderEventTypeId__c |
Track Shopping Cart Events
Event tracking captures the actions a customer takes related to their shopping cart, including adding items, removing items, and completing a purchase.
Your development team typically configures these events using your analytics platform's SDK or tag manager. Verify the event values by reviewing engagement events in Data Explorer.
Shopping Cart Engagement DMO - Shopping Cart Event Type field
- Add to cart event: A product is added to the shopping cart.
- Remove from cart event: A product is removed from the shopping cart.
- Replace event: All products in the cart are replaced.
Product Order Engagement DMO - Product Order Event Type field
- Purchase event: An order is successfully completed.
Insight Object Schema
The insight creates one output record for each product in a customer’s shopping cart. The individual, shopping cart, and product fields identify each record. Product quantity, product price, and last updated date come from shopping cart events. The insight derives the total amount by multiplying the product quantity by the product price.
Use this object for multiple business goals, such as cart analytics, website personalization, and abandoned cart workflows.
| Output Field | Role | Data Type | Description |
|---|---|---|---|
| Individual ID | Dimension, key | Text | Identifies the Individual or Unified Individual associated with the shopping cart. |
| Shopping Cart ID | Dimension, key | Text | Identifies the shopping cart associated with the product. |
| Product SKU | Dimension, key | Text | Identifies the product in the shopping cart. |
| Product Name | Dimension | Text | Specifies the name of the product. |
| Product Quantity | Measure | Number | Specifies the current quantity of the product in the shopping cart. |
| Product Price | Measure | Number | Specifies the price of one unit of the product. |
| Created Date | Dimension | Date and time | Specifies when the product record insight was created. |
| Total Amount | Measure | Number | Specifies the derived total for the product quantity multiplied by the product price. |
| Product Image URL | Dimension | Text | The URL of the image of the product involved in the shopping cart activity. |
| Product ID | Dimension | Text | Identifies the product involved in the shopping cart activity. |