---
schema_version: "1"
id: 207300a23d5b06e71428619ecc1bfa56463d08b2e568c895dac65546724b95fe
title: Personalization for Self-Service
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/experience/264-0-0/personalization_for_self_service_0.md
canonical_url: https://help.salesforce.com/s/articleView?id=experience.personalization_for_self_service_0.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eb25fddb67a73f270747dae29b43495690ebf8bad3c594d77c44b6f479cfc250
description: Ground every self-Service interaction in a unified view of customer data to reduce effort and provide relevant context. Self-Service success depends on minimizing the time customers spend clarifying intent or restating information. Personalization for Self-Service uses the Unified Customer Profile in Data 360 to provide a context framework. This framework combines profile data, historical activity, and derived insights.
products:
  - Experiences
release: "264"
---
# Personalization for Self-Service

Ground every self-Service interaction in a unified view of customer data to reduce effort and provide relevant context. Self-Service success depends on minimizing the time customers spend clarifying intent or restating information. Personalization for Self-Service uses the Unified Customer Profile in Data 360 to provide a context framework. This framework combines profile data, historical activity, and derived insights.

With this framework, you can:

- Reduce Friction: Fill forms automatically in Unified Catalog and maintain consistent journeys between portals and agents.
- Drive Proactivity: Surface critical updates, such as product recalls or expiring subscriptions, through banners.
- Streamline Handoffs: Ensure agents have immediate visibility into recent customer site activity and pending tasks.

- **[Set Up Event Ingestion for Experience Cloud Sites](https://help.salesforce.com/s/articleView?id=experience.set_up_event_ingestion_for_experience_cloud_sites.htm&release=264.0.0&type=5)**  
    Capture customer interaction data from your sites and flow it into Data Cloud to power personalized greetings and task recommendations.
- **[Add the Pending Task Banner to an Experience Cloud Site](https://help.salesforce.com/s/articleView?id=experience.add_the_pending_task_banner_to_an_experience_cloud_site.htm&release=264.0.0&type=5)**  
    Surface urgent tasks and recommended actions to authenticated users by adding the Pending Task banner component to your Experience Cloud site.
- **[Ground Agentforce Service Agent in Customer Context](https://help.salesforce.com/s/articleView?id=experience.ground_agentforce_service_agent_in_customer_context.htm&release=264.0.0&type=5)**  
    Configure your agent to initialize conversations using the user identity, recent activity, and pending tasks.
- **[Configure Data Graphs and Timeline Wrapper for Personalization](https://help.salesforce.com/s/articleView?id=experience.configure_data_graphs_and_timeline_wrapper_for_personalization.htm&release=264.0.0&type=5)**  
    Organize ingested events into Data Graphs and activate the Timeline Wrapper to surface chronological customer activity on your site.