Interaction Studio Overview

Step-by-Step Integration with Salesforce Interaction Studio

1. Whitelist Your Domain:

   • Start by whitelisting your domain in Salesforce Personalization to enable secure integration.

2. Integrate Your Website:

   • Integrate your website with Interaction Studio using the Salesforce Interactions SDK. This step ensures that your site can interact seamlessly with Salesforce Personalization.

3. Develop and Configure the Sitemap:

   • Once the integration is successful, a developer should write and configure the Sitemap code. This code captures customer actions on your website and sends the data to Salesforce Personalization, enabling targeted web campaigns.

4. Track Customer Interactions:

   • Utilize the Event API to track customer interactions in real-time. This can be done using data from the Sitemap or external systems.

5. Ingest Data from External Systems:

   • You can also import data from external systems into Salesforce Personalization using batch ETL (Extract, Transform, Load) processes, ensuring comprehensive data integration for better personalization.