Getting started
Getting started
Before you connect a channel or build a personalized experience, get an org to work in, turn on the right products, and lay down the data foundation Personalization reads from. Work through the six pages below in order.
Do these in order
1. Get a practice org
Spin up a free Trailhead or Developer org so you can follow this guide without touching production.
2. Enable Data 360 and Personalization
Turn on Data 360, then open Personalization Setup, the area the rest of this guide works in.
3. Assign permission sets
Grant admins, marketers, and Pipeline Intelligence users the standard permission sets they need.
4. Set up a data space and prefix
Create or choose the data space Personalization reads from, and note its object prefix.
5. Deploy foundational data
Deploy the base data model and confirm the calculated insights the dashboards depend on exist.
6. Connect the CRM connector (optional)
Bring CRM data into Data 360 if your personalization use case needs account or loyalty attributes.
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