What is included?
The Campaign Planning Recommendations feature provides tools to streamline media campaign planning through intelligent, AI-driven product recommendations. This managed package extension includes:
Recipe and Dataset: A prebuilt recipe for calculating product statistics based on your sales data, enabling better insights and recommendations.
Planning & Product Recommendation Component: Receive a dynamic list of product recommendations for your Media Campaign, with our ne flow component for product recommendations. Due to flow support you can use this in many flexible ways, such as embedded into your Media Campaign Record Page.
What can you do with it?
The Campaign Planning Recommendations feature helps you elevate your media campaign planning by providing:
Dynamic Product Recommendations: Based on frequently used products, commonly combined items, and the business type of your media campaigns.
Streamlined Selection Process: Recommendations are displayed in a Salesforce Flow, enabling quick and informed decisions directly within your workflow.
Data-Driven Insights: Leverage your sales and campaign data to optimize your media inventory utilization and improve planning efficiency.
Requirements
The Campaign Planning
How to Set Up
1. Installation and Configuration
Install the Managed Package: Obtain the installation link and follow the provided instructions to install the package into your Salesforce org.
Run Data Connectors: Ensure data connectors are configured to sync and prepare sales and campaign data.
2. Running the Recipe
Navigate to the CRM Analytics Studio in Salesforce.
Locate the included recipe for product statistics (e.g., Product Statistics Recipe).
Run the recipe to generate the dataset used for recommendations.
3. Configuring the Salesforce Flow Component
Open the Flow Builder in Salesforce and add the Campaign Planning Recommendations Component to your flow.
Configure the component to display recommendations from the calculated dataset.
Embed the flow in relevant Salesforce pages, such as the Media Campaign or Sales Planning Record Pages.
How to Use the Feature
Generate Recommendations:
Access the Salesforce Flow where the component is embedded.
View dynamic product recommendations tailored to your media campaigns.
Select and Plan:
Choose products from the recommendations to include in your campaign setup.
Use recommendations to ensure alignment with your advertiser’s goals and campaign requirements.
Refine Planning:
Update targeting criteria or campaign details, and the recommendations dynamically adjust to reflect the latest inputs.
Benefits
Enhanced Campaign Planning: Save time and make more informed decisions with AI-powered recommendations.
Optimized Media Inventory: Maximize the efficiency of your product usage and align recommendations with historical data.
Seamless Integration: Utilize the Salesforce-native component for a fully integrated planning experience.
Additional Notes
CRM Analytics Plus licenses are required for full functionality, including dynamic recommendations and dataset generation.
Without these licenses, users can access limited functionalities, such as read-only recommendations.
This documentation provides an overview of setting up and using the Campaign Planning Recommendations feature, offering customers a streamlined way to leverage AI-driven insights for media campaign success.