Identify relevant offers by creating recommenders that analyze real-time behavior,
profile data, and product catalogs. Create personalization points for eligible customer
touchpoints, and configure decisions and targeting rules to ensure individuals receive the most
relevant content based on their context.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited,
and Developer Editions with Real-Time Offer Management and Salesforce
Personalization |
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If you want to use objective-based recommenders, create engagement signals.
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Create recommenders to provide and sort
recommendations.
Recommenders that use the Offer data graph include default filters for the offer's
Status, Start Date Time, and End Date Time fields, so recommendations include only active
offers that are within their available date range.
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Create response templates to define the data required
for each personalization point.
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Configure personalization points to define the areas in
user experience that are eligible for personalization.
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For each personalization point, add decisions to personalization points and create targeting rules to evaluate an individual's
eligibility based on data points and determine offers.
