Response Templates

This guide walks you through creating manual content and recommendations response templates in Salesforce Personalization. These templates define the configuration options for marketers and ensure a consistent structure and data format for personalization decisions.

[ACTION REQUIRED: Review Note] - NOTE: Before starting the hands-on exercises in this workshop, watch the video to learn more about response templates in Salesforce Personalization. Enter the password LearnSPtoday to play the video.

Create a Manual Content Response Template

In this exercise, you will create a manual content response template to use with a personalization point configured for manual content personalization. This template defines the structure of the content returned by the decision.

1. Search and select Personalization from the App Launcher.
2. Click on the Response Templates tab.
3. Click New.
4. Select the Manual Setup tile and click Next.
5. Complete the Response Template fields with the following values:
   • Data Space: default
   • Personalization Type: Manual Content
   • Response Template Name: Banner with CTA
   • Response Template API Name: Banner_with_CTA
6. Click Next.
7. Add the following attributes by clicking Add Attribute for each:
   • Header
   • Sub-Header (update the generated API name to Sub_Header)
   • CTA
   • CTA Destination URL
   • Image URL
8. Click Save.

[ACTION REQUIRED: Review Note] - TIP: Response Template Attributes. Each attribute you add to your response template configuration creates a corresponding text field that business users can populate when defining a decision or experiment cohort on a personalization point that uses the template.

Create a Recommendations Response Template

In this next exercise, you will create a recommendations response template that you will later use with a personalization point configured for recommendations-based personalization.

1. Click New.
2. Select the Manual Setup tile and click Next.
3. Complete the Response Template fields with the following values:
   • Data Space: default
   • Personalization Type: Recommendations
   • Response Template Name: Recs with Header
   • Response Template API Name: Recs_with_Header
4. Click Next.
5. Click Add Attribute.
6. Enter Recs Header in the Attribute Label field.
7. Click Next.
8. Select the following fields from the Available DMO Fields list and move them to the Selected DMO Fields list:
   • Product Name
   • Image URL
   • Price
   • Product URL

[ACTION REQUIRED: Update Image Here] - Original Context/URL: Add DMO fields to a recommendations response template

9. Click Save.

[ACTION REQUIRED: Review Note] - NOTE: Data Model Objects and Fields in Recommendation Response Templates. The Data Model Object field is pre-populated with the Goods Product DMO. In a recommendations response template, selectable objects are limited to DMOs acting as root objects in an item data graph. A recommender can only return fields that are mapped on the DMO and explicitly selected in the data graph definition, preventing sensitive internal data from being exposed on client-side surfaces.

Summary

By completing these steps, you have successfully configured both manual content and recommendation response templates. These templates are now ready to be applied to personalization points, empowering business users to create structured, consistent, and secure personalization experiences.