EN-Delivery-ACT-EXT-Webinar-Getting Started - Commerce Cloud - Einstein Product Recommendations WEBINAR

Commerce Cloud: Getting Started:
Einstein Product Recommendations

Accelerator Webinar
Thank You for Being a
Salesforce Customer
Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995: limited operating history, our ability to expand, retain, and motivate our employees and manage
This presentation may contain forward-looking statements that involve risks, uncertainties, and our growth, new releases of our service and successful customer deployment, our limited history
assumptions. If any such uncertainties materialize reselling non-salesforce.com products, and utilization and selling to larger enterprise customers.
or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ Further information on potential factors that could affect the financial results of salesforce.com,
materially from the results expressed or implied by inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our
the forward-looking statements we make. All statements other than statements of historical fact quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others
could be deemed forward-looking, including any projections of product or service availability, containing important disclosures are available on the SEC Filings section of the Investor
subscriber growth, earnings, revenues, or other financial items and any statements regarding Information section of our Web site.
strategies or plans of management for future operations, statements of belief, any statements Any unreleased services or features referenced in this or other presentations, press releases or
concerning new, planned, or upgraded services or technology developments and customer public statements are not currently available and may not be delivered on time or at all.
contracts or use of our services. Customers who purchase our services should make the purchase decisions based upon features
The risks and uncertainties referred to above include – but are not limited to – risks associated that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to
with developing and delivering new functionality for our service, new products and services, our update these forward-looking statements.
new business model, our past operating losses, possible fluctuations in our operating results and
rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the
outcome of any litigation, risks associated with completed and any possible mergers and
acquisitions, the immature market in which we operate, our relatively
Agenda
Getting Started Einstein Product Recommendations

● Accelerators & What We’ll Cover ● Strategy Ideas
● Intro to Commerce Cloud Einstein ● Configurator Demo
● Recommender Types & Strategies ● Configurator Setup
● Rules Overview ● Reporting
● Typical Rules - Use Cases & Examples ● A/B Testing Ideas
● Tools & the Chrome Validator ● Success Resources
● Business Manager Setup ● Appendix: A/B Testing Steps
Achieving Your Business
Outcomes with Accelerators
Overview
What challenge are we solving for you?
Your business objectives:
• Overall goal is to learn how Einstein works, what it can do and

how to set up and continually test strategies to maximize
revenue driven from Einstein Recommender
• Understand available strategies and how to use the different
rules to set up recommendations that align with your business
goals
*Einstein engine must be deployed and content slots available

Our Focus
We’ll help you get the most from your

Salesforce implementation
Today, we’ll cover:

● What are Commerce Cloud Einstein Product Recommendations
● Learn about Types of Recommenders, Strategies, & Rules within the
Configurator
● Learn How To Deploy Recommendations and A/B Tests
● Get additional Success resources
● Review requirements for 1:1 follow-up session
Sign up for a 1:1 follow-up session and we’ll:

● Answer any specific questions that you have when this session has
completed
Intro to Commerce Cloud
Einstein
Capture
User Browsing Behavior, Purchase History, Catalog Data, Search Activity
Learn Improve
Machine Learning Capture feedback and train the
Natural Language Processing model with even better data
Deep Learning
Predict
Product Recommendation, Predictive Sort, Search Recommendations, Commerce Insights, Search Dictionaries
Einstein
Recommendation Setup Process Overview
Setup Display
Definition of Assignment of
recommendation Setup of recommender to content Showing relevant
strategy recommendation rules slot products based on
set with Business Manager defined rule and
(‘recommender’) algorithm
with the Configurator
Define Place
Einstein
How Product Recommendations Work
145637
727457
876539
554612
665390
Create & assign Shopper comes to site Engine returns

recommender and Commerce Cloud the product IDs
Engine is called
Storefront page
displays best product
recommendations
The Configurator
Recommender Types, Strategies & Rules
The Configurator
Where Do I Set Up Recommendations?
● Use the Einstein Configurator to create your

custom recommenders
○ This is a separate UI from Business Manager
○ The Configurator has its own URL
■ https://configurator.cquotient.com
● Once created, the Recommenders will
automatically appear in Business Manager
Placement
Where Can I Place Recommendations?
Product to Product in A Product in ALL Complete the

Storefront Page Recently Viewed
Product Category Categories Set
Homepage x x
Category Landing x x
Product Details
x x x
Page
Wish List x x
My Account x x
No Search Results x x
404 Error x x
Cart x* x* x x x*
* Development effort required to support recommendations based on products in the cart.

Recommenders
Anchor
Type Description Typical Placement
Expected?
Product to Product Given a product or list of products, Product Product Detail Page
recommends similar/related affinity Cart or Mini-Cart
products
Products in A Category Given a category, recommends products Category Category Grid Page
from within that category Category Landing Page
Products in ALL Categories Recommends products from across ALL None Home Page
categories No Search Results Page
Account Page
Cart or Mini-Cart
Wish List, Order Status
Recently Viewed Shows shopper’s recently viewed None Any page in shopper browse
products path.
Complete the Set Show shoppers items that go well Product Product Detail Page
together Cart
Product to Product
Available Strategies & Definitions Strategy Definition
Default Strategies
Customers who “Wisdom of the Crowd”: Uses activity data of all customers on
viewed also viewed the site
Product Affinity ● Einstein algorithm used to recommend products

Algorithm ● Uses data from order & catalog feeds
Other Available Strategies
viewed ultimately the site.
bought
Real-time ● References the last 4 products the shopper viewed

Personalized ● Builds a model of what they might like
● Recommends related products
bought also bought the site
● Leverage on the Product Details page

● Needs the input of a product ID to act as an anchor (context) for the recommendations
● Recommends products related to the anchor product
Products in ALL Categories
Available Strategies & Definitions

Strategy Definition
Default Strategies
Real-time ● References the last 4 products the shopper

Personalized viewed
● Builds a model of what they might like
Recent ● The top revenue products in the catalog

Top-Selling ● In the same location and on the same device as
Products the customer (if that data is available)
Recent ● The top viewed products in the catalog

Most-Viewed ● In the same location and on the same device as
Products the customer (if that data is available)
● No anchor needed.
● Placement on homepage, category, shopping cart and no search results pages.
● Optional: Ability to change Recent Top Selling Strategy to Real Time, 7 or 30 days
Products in A Category

Strategy Definition
Default Strategies
Real-time Personalized ● References the last 4 products the shopper viewed

● Builds a model of what they might like
Recent Top-Selling ● The top revenue products in the catalog

Products ● In the same location and on the same device as the customer
(if that data is available)
Recent Most-Viewed ● The top viewed products in the catalog

Products ● In the same location and on the same device as the customer
(if that data is available)
● Good strategy
Good strategy for
forcategory
categorylanding
landingpages
pageswhen
whenyou
youwant
wantto to
return recommendations
return fromfrom
recommendations within that
category.
within that category.
● Needs the
the input
inputofofaacategory
categoryididtotoact
actasasan
ananchor
anchor(context) forfor
(context) thethe
recommendations
recommendations
● Optional: Ability
Optional: Abilitytoto
focus
change
the strategy
Recent to
Top
specific
Sellingcategories
Strategy- to
such
Real
asTime,
“New 7
Arrivals”
or 30 days
or “Best Selling”
Recently Viewed
Strategy Definition
Recent Most Viewed Displays shopper’s recently viewed

products.
● Can be placed anywhere in the shopper flow - it’s the shopper’s actual recently viewed products
● Will populate after customer has viewed at least 1 product
NEW! 20.2 Release
Complete the Set
Strategy Definition
Complete the Set Give your shoppers ideas for creating an outfit, as
well as confidence in how to wear your products.
● Good strategy to help increase average order value and units per transaction.
● Needs the input of a product id to act as an anchor (context) for the recommendations
● Ability to review and disable sets for certain categories, if desired
Rules Overview
Rules
Rules allow filtering and sorting of product recommendations
Rule Definition
Promote ● Boosts bring items to the top of the list of recommendations.

● Weighted evenly with all other promotions and demotions in the
Recommender.
Demote ● Penalties push items to the bottom of the list of recommendations.

● Weighted evenly with all other promotions and demotions in the
Recommender.
Show ● Hard operator that generates lists of recommendations specific to the rule.
● Step wise of applying show and hide rule starting at bottom of the
recommender and moving to the top.
Hide ● Hard operator that excludes hidden field from recommendations entirely.
● Step wise of applying show and hide rule starting at the bottom of the
recommender and moving to the top.
Category Attributes in the Configurator
Definitions of category attributes
primary_category: defines the breadcrumb of the products. Retailers

usually define this as the product’s “home” category the product lives
in then merchandise the product into additional categories. If a
customer lands on a PDP from a search result, this is the breadcrumb
that is shown.
classification_category: defines which product attributes to display.
all_assigned_categories: all categories product is assigned to.
Additional Detail: Configurator Category and Attribute Definitions explained

Use rules sparingly!
Too many can impact the
Einstein Configurator Rules (Optional) effectiveness of your
recommendations and can
be too restrictive!
Product to Product Rules
Rules allow you to address specific use cases to

promote/demote or show/hide products based on their
attributes.
3
How Einstein Processes Rules:

● Starts at the top and applies any rules with SHOW or 1
HIDE
● Starts back at the top and applies any rules with
PROMOTE or DEMOTE 2
Output:
● Hide products from the same category and any
products with brand = Apple
Then,
● Promote products with a higher price than
product being viewed and if viewing a sale
category promote New Arrivals
Einstein Configurator Rules (Optional)
Products in A / ALL Category(ies)
How Einstein Processes Rules:

● Starts at the top and apply any rules with SHOW or HIDE
● Starts back at the top and apply any rules with PROMOTE Tip!
or DEMOTE 1
This rule is TOO
restrictive and will
most likely cause
0 results returned.
Output:
● Hide products on sale and
● Show new products
Then
● Promote products greater than $50 and in the
men’s & women categories.
Typical Rules
Use Cases & Examples
The ability to use this rule is
Einstein Configurator Rules - Use Cases dependent on using the “Primary
Category” consistently through
your catalog to define the “Home”
I want customers to see similar products to one they are seeing. of the Product.
● Example: They are looking at any product and they want to show similar products
● Example: They are looking at Jackets and want to show other Jackets.
If you aren’t using the

primary category in this
way, you will need to
define another
attribute to execute
this type of use case.
Output of this rule
If a customer views a product that has their primary_category defined as:
● Womens > Jackets
Show products that have primary_category defined as:

● Womens > Jackets

Einstein Configurator Rules - Use Cases
The ability to use this rule is
I want customers to see complementary products to one they are seeing. dependent on using the “Primary
Category” consistently throughout
your catalog to define the “Home”
Example: The customer is interested in women’s shirts, jackets and pants; of the Product.
you want to show complementary products like accessories and footwear.
If you aren’t using the

primary category in this
way, you will need to
define another
attribute to execute
this type of use case.
Output of this rule
If a customer views a product that has their primary_category defined as:
● Womens > Jackets, Womens > Shirts & Sweaters, Womens > Pants & Shorts
Promote products that have primary_category defined as:

● Womens > Accessories, Womens > Footwear

I want to suppress clearance and sale products from displaying in recommendations.
Product-in-A-Category or
Product-in-ALL-Categories
Hides all products with isSale attribute
Hides all products that has sale as an assigned

category.
Product-to-Product
Hides all products with isSale attribute
Product-to-Product
Hides all products that has sale as an assigned

category.

I want to boost my Average Order Value by showing higher price recommendations.
Products-In-ALL-Categories or
Products-In-A-Category
Recommend higher ticket

items on the Homepage or
Category Grid Page
Product-to-Product
On the PDP shows items

with a higher price than the
anchor product and from
the same category as the
anchor product
I want to promote add-on, impulse items in the shopping cart.
Products-In-All-Categories
Show top-selling items under

$24.99 on the Shopping Cart
Page.
In this case, use “Promote”
instead of “SHOW” or else
Einstein Configurator Rules - Use Cases you run the risk of only New
showing OR not showing any
results.
I want to promote all of my new arrivals!
Promote all products with isNew attribute
Promotes all products that has a “New”

category as an assigned category.
Product-to-Product
Promote all products with isNew attribute
Product-to-Product
Promotes all products that has a “New”

category as an assigned category.

Use Case - I want to assign a product to a recommender
I want to pin products to always show in an Einstein slot.
You can pin up to 2 products to a specific

recommender.
They will display to the shoppers in the order they are

defined in the Configurator.
The pinned products are static and the remaining slots

are filled with Einstein Recommendations.
Identify an attribute that can
be used. Brand is a typical
Einstein Configurator Rules - Use Cases use case - where certain
brands can’t be shown near
others.
I am not allowed to show certain products with other products.
Product-to-Product
In this case, defining a rule should be easy - if a

customer sees 1 brand, Hide the other. You would need
to set up a second rule to reverse it as well.
Product-in-A-Category or Product-in-ALL-Categories
These recommenders are displayed on Home, Category

or No Search Results pages. Therefore, there is no
product anchor being passed (as you’re not on a PDP).
If you had an Digital Camera category and placed an

Einstein slot there to ensure these brands weren’t
returned next to each other, you could suppress both of
Note: This can also be leveraged this when you have a tabbed site. them from displaying in the Slot. (Or if you have two
slots on the category page, hide one brand on the first
slot and hide the second brand on the second slot.

I want to suppress specific products from returning in the engine.
Options include
● Create a custom attribute at the Product-to-Product
product record ‘doNotShow’ or name
whatever you want.
● Key is to apply consistently to your
product catalog and maintain it
● Create a rule to suppress HIDE Product-in-A-Category or Products-in-ALL-Categories
products with that attribute.

Tools and the Chrome
Validator
Getting Started
Available Tools Check

1. Business Manager - Staging access
○ Assign content slots
2. Configurator access - https://configurator.cquotient.com/
○ Set up your recommenders
3. Chrome Extension: Commerce Cloud Recommendations Validator
○ Tool to help with QA & validation of Einstein Integration
○ https://chrome.google.com/webstore/detail/commerce-cloud-
recommenda/dobmbolmcejainkefklnpkjbaibgjihn
Commerce Cloud Recommendations Validator
Download and add to your Chrome browser.
Chrome Extension Link

This is the link to a handy tool to
validate Einstein recommendation
activities and sorting rules on your
website.
Chrome Extension Guide
This documentation shows you how to
install this chrome extension in just 2
clicks and how to check several events
to confirm the implementation of the
Einstein features.
Configurator
Product & Category Anchor
Type Description Passing back Variation Master
Product to Product References a product anchor
Products in A Category References a category anchor
When a customer lands on a PDP or a Category page, one of the

elements needed to be passed BACK to Einstein is the actual product or
category being viewed.
This way, Einstein understands “Oh, you’re looking at a women's jacket,

and your rule says if looking at women’s to show other womens
products.”
If Einstein does not have this information, it will not display

recommendations.
Passing back Variation Group
Information on how to correct issue
Validator Tracking - Audit
Are all necessary events firing?
Validator recommendations tab checked
Recommender present in Validator? Y/N
Anchor ID passed? Y/N
Items shown in Validator? Y/N
Validator activities checked
viewProduct When a product details page is viewed Y/N
A page with Einstein recommendations

viewReco Y/N
on it is viewed
When an Einstein product

clickReco Y/N
recommendation is clicked on.
Content slot display review
Images being returned? Y/N
Caption being returned? Y/N
Mobile View? Y/N

Validator Tracking
How to address issues when an event is NOT firing
Event What to do:
How to fix: ensure you are using <isobject object="${product}" view="detail"> to you global product detail page
viewProduct
templates
viewReco How to fix: ensure you are using <isobject object="${product}" view="recommendation"> in your content slots
● Use integration validator to check for clickReco. If missing, go check the page with the recs that you
clicked for viewReco
● If viewReco is there, then make sure the product id matches the product id in the viewProduct activity on
clickReco
the page after you click - if this is not the case, that is the problem. You'll need to submit a support ticket
to diagnose.
● If there is no viewReco, see above.
The tracking of viewSearch/viewCategory happens automatically if code follows the SiteGenesis examples to
viewCategory
place an 'isobject' tag when rendering each product tile.
clickCategory A product on a category listing page is clicked on.
The tracking of viewSearch happens automatically if code follows the SiteGenesis examples to place an
viewSearch
'isobject' tag when rendering each product tile.
Additional information
Business Manager Setup
Required Actions
Getting the recommenders from the

configurator to your site
Developer setup:
1. Add a new content slot into your existing page(s)
2. Define what/how the slot will display (Rendering template)
Merchandiser setup:
1. Within content slot created by developer, create a new slot id
2. Content type: recommendation
3. Select recommender name created in Configurator or use
recommenders available out of the box: pdp or recently
viewed
4. Assign Template, create a unique callout message, set
schedule, and save!
Strategy Ideas
Ideas for Recommendation Strategies
Product Details Page
Show Similar Products

Goal On the PDP show products similar to what is
being viewed.
Location / Page Product Details page
Recommender Type Product to Product
Strategy 1 Customers who viewed also viewed
Strategy 2 Product Affinity Algorithm
Rules If the shopper sees “Any Product” show

“primary_category” Match Anchor
Headlines ● Similar to this Product

● You May Also Like
● If you like this, check these out
AB Test Sample Test here

Product Details Page
Show Complementary Products

Goal On the PDP show products complementary to
what is being viewed
Location / Page Product Details page
Recommender Type Product to Product
Strategy 1 Customers who viewed also viewed
Strategy 2 Product Affinity Algorithm
Rules If the shopper sees “Any Product” demote

“primary_category” Match Anchor
Headlines ● Goes well with

● Shop the look
● If you like this, check these out

Strategy Ideas
Ideas for Recommendation Strategies
Home Page
Trending Products across the Site

Goal Show top trending products on the Home Page
Location / Page Home Page
Recommender Type Products in All Categories
Strategy 1 Real-Time Personalized
Strategy 2 Recent Top-Selling Products
Headlines What’s Hot Right Now

Customer Favorites
Top Viewed Products!

Category Landing Page
Trending Products in the Category

Goal Show hot products within the specific Category
Location / Page Category Page
Recommender Type Products in A Category
Strategy 1 Real-Time Personalized
Strategy 2 Recent Top-Selling Products
Headlines Trending Now!

Shopping Cart
Recently Viewed
Goal Show Recently Viewed in the Cart to encourage
add to basket behavior & increase AOV
Location / Page Shopping Cart
Recommender Type Recently Viewed
Strategy 1 Customer recently viewed items
Headlines ● Recently Viewed

● Before you check out, don’t forget about
these...

Dead End
Real Time Personalized

Goal Show Products in All Categories to keep
customers engaged when the shopper comes to a
dead end.
Location / Page Null Search Results, 404 Page
Recommender Type Products in All Categories
Strategy 1 Real-Time Personalized Recommendations
Strategy 2 Recent Most-Viewed Products
Headlines ● Can’t find what you’re looking for? Try

these...
● Before you check out, don’t forget about
these...
Additional Configurations
Home, No Search Results, Cart or 404 pages
Getting Started
Getting Started: General Best Practices

Dashboard General Strategies Rules Preview BM Content Slot Site Preview
These default strategies are

the recommended starting
point from our data scientists! Getting Started - Best Practices
During development and
testing these strategies 1. Start with the default strategies for each recommendation type:
frequently perform best! homepage, category page, cart, other global.
2. Run these for a few weeks until you can get a benchmark of their
performance. From there you can start A/B testing to identify the
best strategies for your site.
No Search Results Page > Products in ALL Categories
Getting Started Strategy: Step 1: General

# Name Definition
1 Description Internal field - description of

recommender.
2 # of Recommendations # of recommendations you want Einstein

to return. The default is 10.
3 Do not recommend Select if you do not want to recommend

1
products customer purchased within last
30 days.
2
4 Pinned Products Manually define up to two products in the
first two positions of the recommender. 3
5 Variation Group If your site utilizes Variation Group, check

Support this box and Einstein will return both 4
Variation Masters and Variation Groups in
the recommender. 5
● The following slides walk through set up on the No Search Results page, but this Recommender is also
good to use on Home Page, Shopping Cart, 404 or My Account Page.
● It’s a general strategy that leverages the entire product catalog and customer base including 1:1
personalization to present the best recommendations to the shopper.
Getting Started Strategy: Step 2: Strategies

# Name Definition
1 Default Strategies Two default strategies are assigned when

this recommender is created.
● Real-Time Personalized
● Recent Top-Selling Products
Recommendation is to start with this

strategy - after running 3-4 weeks you will
have then have a baseline and can start
1
A/B testing to continue to refine
strategies.
1
Getting Started Strategy: Step 3: Rules

# Name Definition
1 Rules Rules should be used sparingly and for

specific use cases - such as
● Demote or Hide - sale or clearance 1
categories.
● Promote or Show - New Arrivals
category. 3
● Hide - specific brands from 2
displaying.
2 Rules Promote / Demote: Soft Rule

Show / Hide: Hard Rule
3 What to display Similar to #2 - product attribute or you

can “Match Anchor”.
● If you have multiple rules defined the engine will start at the top and first go through all of the
“Hard” rules - Show/Hide. Next it will return to the top and process all the “Soft” rules -
Promote/Demote.
Getting Started Strategy: Step 4: Preview

# Name Definition
1 Preview Preview Product to Product: Select a

product and click “Go” 1
Preview Products in all Categories: Click
“Go”
Preview Product in a Category: Select 2
Category, click “Go”
Recently Viewed does not have preview
functionality as it’s related to shopper’s
session.
Note, the goal of Preview is to validate

products are returning and can also be
used to validate when a “Show” or “Hide”
Rule has been assigned. It’s not a tool to
show *exactly* what a customer will see as
Einstein is a 1:1 Personalized engine.
2 Server returned # The number populated should match

what you defined on the General Tab.
Getting Started Strategy: Step 5: Assign recommender to a content slot

# Name Definition
1 Content Type To display a recommendation, select

“Recommendation” for Content Type
2 Recommender From the dropdown select the

recommender you just set up in the
configurator.
3 Template Select the template defined for the 1

2
content slot
3
4 Callout Type in the call out message. This is the
headline for the content slot. 4
NOTE: when it comes time to A/B test,
consider testing the same strategy against
each other, BUT, change the headline!
Getting Started Strategy: Step 6: Preview on the storefront

# Name Definition
1 Content Slot Preview the Recommender on the

storefront with the Call Out Message.
2 Chrome Validator Open the chrome validator and click on

“Recommendations”
3 Anchor For this recommender, no anchor is

needed. 1
3 Items You can view the products Einstein

returned.
4
Reporting
Reports & Dashboards
Einstein Recommendations Report
Analyze Einstein trends for critical usage KPI’s:

● Click Through Rate
● Product Conversion Rate
Understand which Recommenders are driving the most

value, and which might require some adjustments to
increase conversion.
View metrics that are trending over time, and filter the
metrics by site and by date, including custom date
ranges.
Einstein Recommender
Optimization Tools
Configurator
“Live” Column
Understand, within the Configurator,

which recommenders are live on your
storefront and which will be affected
immediately by any changes you make.
Configurator
Opportunities for Einstein Optimization
● Centralized page where merchandisers

can go to answer the question “Are my
recommenders optimized?”
● Recommends action items that are

within the merchandisers control with
no developer needed (i.e. backup
strategies)
Einstein Optimization
Menu of Use Cases by Page
Use Case Guide by Page answers

questions like:
○ Are my Recommenders set up

correctly?
○ What Recommenders should I
have on each page type?
○ How many Recommenders
should I have on each page?
● Link to the documentation

AB Testing Ideas
A/B Test Product Details Page
Show Recommended Products

Goal CHANGING the recommendation strategy
ON the Product Details Page
FROM no recommendations
TO Einstein Recommendations
WILL increase Basket Rate.
Location / Page Product Details Page
Key Metric Basket Rate

Average Order Value
Average Units Per Order
Participation Trigger Pipeline Call: Product-Show
Participant Per Browser

Expiration
Control No Recommendation displayed at 50%
Test Segment A 50% PDP Einstein
Back to Product Details Strategy Idea Slide

A/B Test Home Page
Trending Products across the Site

ON the Home Page
FROM no recommendation
TO products-in-all-categories
WILL increase Average Revenue per Visit
Location / Page Homepage
Participation Trigger Homepage

Expiration
Control No Recommendation displayed
Test Segment A 50% PDP Einstein
Back to Homepage Strategy Idea Slide

A/B Test Shopping Cart
Recently Viewed
ON the Shopping Cart
FROM showing no recommendation
TO recently viewed
WILL increase Average Order Value.
Location / Page Shopping Cart
Key Metric Average Order Value or

Average Units per Order
Participation Trigger Pipeline Call: Cart-Show

Expiration
Test Segment A 50% Recently Viewed Einstein Slot
Back to Recently Viewed Strategy Idea Slide

A/B Test Category Landing Page
Trending Products in the Category

ON the Women’s Category Landing
TO product-in-a-category
WILL increase Basket Rate
Location / Page Category

Average Order Value
Average Units Per Order
Participation Trigger Category > Women’s

Expiration
Test Segment A 50% Category Einstein
Back to Category Strategy Idea Slide

Measuring Performance
Define a hypothesis for each A/B test you run
Location Hypothesis
General Hypothesis CHANGING the <sorting rule/promotion/recommendation strategy>

ON <location>
FROM <current default/strategy>
TO <new sorting rule/promo/recommendation strategy>
WILL INCREASE <Key Metric>
Product Details Page CHANGING the recommendation strategy

ON the Product Details Page
FROM cross-sells
TO up-sells
No Search Results Page CHANGING the recommendation strategy

ON the No Search Results Page
TO products-in-all-categories
Shopping Cart CHANGING the recommendation strategy

ON the Shopping Cart
TO recently viewed
WILL increase Average Order Value.
A/B Test Plan
Scheduling Plan
Date Range Experience Tested Hypothesis Result
<x through x + 30 days> <slot configuration/id> CHANGING the <sorting rule/promotion/recommendation ● Key metric +/- and CL%
strategy> ● What’s curious in the results?
ON <location>
ON <location>
ON <location>
What’s Next?
Survey & 1:1 Follow-Up Session Requirements
We appreciate your feedback and are here to help!
Resource requirements
● Must be a Commerce Cloud customer
● Participation of your Business (Merchandiser/Manager) tasked to deliver targeted
engagements
● Time commitment of one hour
● List of questions you would like to review
Please give us your feedback
and don’t forget to sign-up
Technical requirements
for a 1:1 follow-up session
● The Einstein Engine is deployed on Commerce Cloud
via the survey you’ll receive
● Data Enablement is completed and feeds are running
after this webinar concludes. ● Chrome Validator is installed to support QA
● Template Development is complete - content slots are coded correctly
1:1 Follow-Up Session
What’s next? Making the most of your 1:1 follow-up session
Here are a few ways we can help!

● Assistance deploying recommenders
● Help with strategies for recommendation placement
● Optimizing recommendations
● Troubleshooting strategy and rule configurations
● A/B testing strategies and guidance
1:1 follow-up sessions are for Commerce Cloud customers only.

For technical assistance, please consult your dev team or support.
Success Resources
Learn More
Accelerate your path to success
Getting Started: B2C Commerce Insights: B2C Commerce
Einstein Product Recommendations Search Engine Optimization (SEO) Feature Adoption Checklist
Expand and improve your utilization of Learn how to optimize SEO capabilities in Get a high-level audit of Business Manager
personalized product recommendations. Business Manager and follow best practices for functionality usage that uncovers strengths,
findability on search engines. opportunities, and knowledge gaps.
Metrics & Analytics
Get an overview of available Commerce Cloud Sorting Rules
Reporting Tools and understand KPI definitions. Optimize add to basket and conversion
opportunities by improving storefront product
Onsite Marketing and Promotions
discovery.
Increase campaign and promotion effectiveness,
as well as your efficiency in day-to-day campaign Products and Catalogs See our Complete Portfolio
management. Understand basic setup and learn best practices of Salesforce Accelerators
for the Products & Catalogs functionality within
Onsite Search
Business Manager.
Maximize onsite search functionality as a key tool
for converting shoppers.
Learn More
Accelerate your path to success
Top Resources Trailhead
B2C Commerce Trailblazer Community Commerce Cloud Basics

Community Forum to ask questions share ideas and see Give customers a seamless commerce
what others are doing. experience that integrates with your backend
systems.
Product Documentation
The product documentation space is a great location to Commerce Cloud Digital
find any information on Commerce Cloud Digital
Explore how Commerce Cloud Digital transforms
product releases.
the online shopping experience.
Developers Forums
Developers and Architects can post and respond to Commerce Cloud Features
questions, review best practices, and collaborate on Learn how you can sell, recommend, and
approaches to business logic development. manage merchandise with these powerful
features.
Events Calendar
Learn about Commerce Cloud events in your area!
See all Trails
LINK Marketplace
A complete and updated list of all Commerce Cloud
LINK partners.
Learn More
Salesforce Ask the Expert Sessions
Come talk to our experts every week!

sfdc.co/askSalesCloudEMEA (FR every 2 weeks)
sfdc.co/askLightningEMEA
sfdc.co/askService
sfdc.co/askPardot
sfdc.co/askMarketingCloud
sfdc.co/askCPQ
sfdc.co/askCommerce (EN & FR weekly)
ACTION: Add a recurring event with

the link to your calendar for the
product and time that suits you!

EN-Delivery-ACT-EXT-Webinar-Getting Started - Commerce Cloud - Einstein Product Recommendations WEBINAR

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

EN-Delivery-ACT-EXT-Webinar-Getting Started - Commerce Cloud - Einstein Product Recommendations WEBINAR

Uploaded by

Copyright:

Available Formats

Commerce Cloud: Getting Started:

Einstein Product Recommendations

Getting Started Einstein Product Recommendations

What challenge are we solving for you?

Your business objectives:

• Overall goal is to learn how Einstein works, what it can do and

*Einstein engine must be deployed and content slots available

We’ll help you get the most from your

Today, we’ll cover:

Sign up for a 1:1 follow-up session and we’ll:

Recommendation Setup Process Overview

How Product Recommendations Work

Create & assign Shopper comes to site Engine returns

Where Do I Set Up Recommendations?

● Use the Einstein Conﬁgurator to create your

Where Can I Place Recommendations?

Product to Product in A Product in ALL Complete the

* Development eﬀort required to support recommendations based on products in the cart.

Available Strategies & Deﬁnitions Strategy Deﬁnition

Product Aﬃnity ● Einstein algorithm used to recommend products

Other Available Strategies

Real-time ● References the last 4 products the shopper viewed

● Leverage on the Product Details page

Available Strategies & Deﬁnitions

Real-time ● References the last 4 products the shopper

Recent ● The top revenue products in the catalog

Other Available Strategies

Recent ● The top viewed products in the catalog

Available Strategies & Deﬁnitions

Real-time Personalized ● References the last 4 products the shopper viewed

Recent Top-Selling ● The top revenue products in the catalog

Other Available Strategies

Recent Most-Viewed ● The top viewed products in the catalog

Available Strategies & Deﬁnitions

Recent Most Viewed Displays shopper’s recently viewed

Available Strategies & Deﬁnitions

Rules allow ﬁltering and sorting of product recommendations

Promote ● Boosts bring items to the top of the list of recommendations.

Demote ● Penalties push items to the bottom of the list of recommendations.

Deﬁnitions of category attributes

primary_category: deﬁnes the breadcrumb of the products. Retailers

classiﬁcation_category: deﬁnes which product attributes to display.

all_assigned_categories: all categories product is assigned to.

Additional Detail: Conﬁgurator Category and Attribute Deﬁnitions explained

Rules allow you to address speciﬁc use cases to

How Einstein Processes Rules:

Products in A / ALL Category(ies)

How Einstein Processes Rules:

If you aren’t using the

Show products that have primary_category deﬁned as:

Additional Detail: Conﬁgurator Category and Attribute Deﬁnitions explained

If you aren’t using the

Promote products that have primary_category deﬁned as:

Additional Detail: Conﬁgurator Category and Attribute Deﬁnitions explained

I want to suppress clearance and sale products from displaying in recommendations.

Hides all products with isSale attribute

Hides all products that has sale as an assigned

Hides all products with isSale attribute

Hides all products that has sale as an assigned

Additional Detail: Conﬁgurator Category and Attribute Deﬁnitions explained

I want to boost my Average Order Value by showing higher price recommendations.

Recommend higher ticket

On the PDP shows items