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  4. Deliver Personlization Use Case Setup Guide

Deliver Personlization Use Case Setup Guide

The Deliver Relevancy with Data 360 use case in MuleSoft Accelerator for Retail requires a connection to Salesforce Data 360. Complete the core configuration by following the Data 360 learning path.

After completing the setup, apply the use case-specific guidance on this page. For additional use case information and the downloadable assets, refer to the Deliver Relevancy with Data 360 documentation in Anypoint Exchange.

Data Sources and Connectors

Configure Salesforce CRM and Ingestion API connectors to bring CRM and external system data into Data 360.

  • Use the Salesforce CRM connector to ingest Salesforce CRM data.

  • Use the Ingestion API for external systems, including Snowflake and Azure, through the Salesforce Data Cloud connector.

Ingestion API Schema and Objects

The Ingestion API schema includes these objects:

  • Loyalty

  • Subscription

  • WebEngagement

  • EmailEngagement

Use the implementation template for the schema and payload examples that map to MuleSoft Accelerator for Retail APIs.

Data Streams and Data Mapping

Create the required data streams, and then map source objects to the target data model to make sure customer profiles and engagement data are segmented and activated.

  • Use the Service Cloud starter bundle data streams for CRM ingestion.

  • Create additional CRM data streams for Orders and Products.

  • Map MuleSoft Web Engagement data to a custom DMO.

Identity Resolution

Configure the identity ruleset to use fuzzy and normalized matching:

  • Fuzzy Name and Normalized Email

  • Fuzzy First Name, Exact Last Name, and Normalized Email Address

Segmentation and Activation

Build audience segments and activate them to downstream channels to make sure personalized experiences are delivered consistently across touchpoints.

  • Build segments on the Unified Individual.

  • Create a segment that targets customers with no Web Page Views in the last 365 days and publishes every 24 hours.

  • Include Cloud File Storage (S3) and Marketing Cloud in the activation targets.

Calculated Insights

Use calculated insights to analyze loyalty and sales order behavior and to populate attributes that are used in downstream segmentation and activation. For more information, see Enhance Data with Insights.

See Also