Salesforce Personalization

Salesforce Personalization in Marketing Cloud Next enhancements includes updates for both the Salesforce Personalization and Marketing Cloud Personalization products. Learn about the latest features and updates to enhance personalized experiences across Salesforce clouds.

• Explore Salesforce Personalization Resources
  Get up to speed on Salesforce Personalization with Trailhead modules, videos, blogs, developer guides, and Help topics curated in a learning map in Salesforce Help. Follow each stage, from your first look at the product through setup, configuration, testing, analysis, and advanced use cases with Agentforce.
• Update Experiment and Attribution Analytics on Demand
  See the latest experiment or attribution results without waiting for the next scheduled analytics update. Personalization users can now launch analytics updates from an experiment or attribution record, up to one time per hour. Previously, these analytics were updated only on a 24-hour schedule.
• Drive B2B Sales with Objective-Based Account Recommendations
  Guide your sales teams to the right next product or offer by using objective-based recommenders on account profiles. Objective-based recommenders can now analyze key account attributes like industry, revenue, and account type along with real-time engagement signals. By combining these data points, objective-based recommenders deliver products or offers tailored to specific business goals, such as driving upsells or cross-sells. For example, a sales rep working to renew a healthcare account can surface complementary products that similar healthcare accounts have already purchased. Extend the same intelligence to self-service account portals to serve tailored content when partners or buyers log in.
• Enhance Marketing Cloud Campaigns with Salesforce Personalization
  Create, map, test, and deploy personalized content in your Marketing campaigns with the Personalization campaigns guided workflow.
• Extend Personalization Campaigns with Added Strategy and Channel Support
  Enhance Personalization campaigns by using new Recommendations & Offers strategy and Mobile channel delivery options. Select the Recommendations & Offers strategy to define custom rules or use AI and machine learning to deliver content based on individual behavior and preferences. Select the mobile channel option to personalize a mobile app experience.
• Analyze Experiment Results with the Data Visualization Tab
  Review A/B test results and compare variations against your control cohort to know when results are ready to act on. Summary cards surface the best-performing variation and its odds of winning. A performance chart and daily enrollment chart show the trend over time.
• Deliver Personalized Mobile Experiences Without Rebuilding Your App
  With low-code mobile personalization, your team builds mobile experiences from a set of reusable building blocks. After a developer defines the components and content zones one time, business users can create, preview, and publish personalized experiences on their own, without writing code or shipping an app update. Personalized content renders natively in your app, and customer interactions are sent to Data 360 to sharpen future personalization. Low-code mobile personalization supports iOS, Android, React Native, and Flutter apps.