Salesforce Thematic Personalization

Thematic Personalization Made Simple with Salesforce

Leverage the power of thematic personalization to tailor your messaging and creative assets for each target audience directly within Salesforce. If you’re a Faraday user, integrating thematic personalization predictions into your CRM is a seamless way to elevate your outreach.

With predictions accessible in Salesforce, you can shape your content to better resonate with your leads and contacts. This integration helps you understand what appeals to your audience, ensuring your communications are more relevant and impactful—all while working within the tools you already know. It’s an effortless way to enhance personalization and make the most of your data.

Step-by-Step Integration Guide

Step 1: Connect Your Data Sources
Use the link below to connect Salesforce to Faraday. Alternatively, you can skip this step and upload your data using CSV files to get started.
👉 Connect to Salesforce

Step 2: Ingest Data into Event Streams
Stream your data into Faraday to enable the platform to interpret its meaning. Follow the link below for guidance on setting up event streams to power this template.
👉 Ingest Data

Step 3: Organize Your Customer Data
Group your data into cohorts—key building blocks in Faraday. These cohorts enable you to predict customer behavior with precision.
👉 Define Cohorts

Step 4: Declare Your Prediction Objectives
Once your cohorts are ready, instruct Faraday to predict the behaviors you care about. Follow the documentation using the link below.
👉 Set Prediction Goals

Step 5: Build and Deploy Your Personalization Pipeline
Create a content personalization pipeline and deploy it to Salesforce to use predictions for shaping creative and messaging.
👉 Deploy Content Personalization

Step 6: Finalize Deployment to Salesforce
Complete your setup by creating a deployment target within Salesforce or, if preferred, export your results as a CSV file.
👉 Deploy to Salesforce

Why Integrate Thematic Personalization?
This integration empowers you to seamlessly incorporate predictive insights into your CRM workflow, enabling more personalized, effective communications. With minimal effort, you can connect with your audience on a deeper level, enhance engagement, and achieve better results.