- Select Action >>Enter Propensity To Churn Prediction and select the action **" Propensity To Churn Prediction"**. - Enter label as **"Propensity To Churn Predict"** , and map the fields : . - Click on Triggering **ssot_AccountContact__dlm** >>Select **Age** - click on Triggering **ssot_AccountContact__dlm >>Select Average Order** . - click on Triggering ssot_AccountContact__dlm >>Select **Customer Lifetime Value (CLV)** . - click on Triggering **ssot_AccountContact__dlm** >>Select **Customer Satisfaction (CSAT)**
- click on Triggering **ssot_AccountContact__dlm** >>Select Engagement Frequency .
- click on Triggering **ssot_AccountContact__dlm** >>Select **Gender** - click on Triggering **ssot_AccountContact__dlm** >>Select Income Level - click on Triggering ssot_AccountContact__dlm >>Select Net Promoter Score (NPS) - click on Triggering **ssot_AccountContact__dlm** >>Select **Number of Complaint**. - click on Triggering **ssot_AccountContact__dlm** >>Select **Number of Product Return** . - click on Triggering **ssot_AccountContact__dlm** >>Select **Payment Method** . - Then Go to Update Churn Field>> click on it >> for **Propensity to Churn** field select value as **Outputs from Propensity To Churn Predict**>>Select **Prediction**. - Click on Save As New Version button>> click on save . - Click Activate button. - Go to app launcher>> enter Contact >> click on it >> Open Mark Smith ,Karen Wells, Duncan Macnitosh, Nicole Grace and edit some value under Churm ML Data section (eg: Engagement Frequency ,Customer Lifetime Value(CLV)). - Go to Data Cloud >>Data Stream>> Open Contact_Home>> click on Refresh Now button (Wait till Success status). - Go to contacts >> See Propensity To Churn value. - Still its value not populating>> then again refresh the data stream |     | +| Add Propensity To Churn Prediction ML Model | - Click on Setup >> Enter Flows in quick find box>> click on flows - Search for **Predict Propensity To Churn Score** and open the flow. - **Below Data Cloud-Triggered Flow** there is plus sign>> click on the plus sign
- Select Action >>Enter Propensity To Churn Prediction and select the action **" Propensity To Churn Prediction"**. - Enter label as **"Propensity To Churn Predict"** , and map the fields : . - Click on Triggering **ssot_AccountContact__dlm** >>Select **Age** - click on Triggering **ssot_AccountContact__dlm >>Select Average Order**. - click on Triggering ssot_AccountContact__dlm >>Select **Customer Lifetime Value (CLV)**. - click on Triggering **ssot_AccountContact__dlm** >>Select **Customer Satisfaction (CSAT)**
- click on Triggering **ssot_AccountContact__dlm** >>Select Engagement Frequency.
- click on Triggering **ssot_AccountContact__dlm** >>Select **Gender** - click on Triggering **ssot_AccountContact__dlm** >>Select Income Level - click on Triggering ssot_AccountContact__dlm >>Select Net Promoter Score (NPS) - click on Triggering **ssot_AccountContact__dlm** >>Select **Number of Complaint**. - click on Triggering **ssot_AccountContact__dlm** >>Select **Number of Product Return** . - click on Triggering **ssot_AccountContact__dlm** >>Select **Payment Method**. - Then Go to Update Churn Field>> click on it >> for **Propensity to Churn** field select value as **Outputs from Propensity To Churn Predict**>>Select **Prediction**. - Click on Save As New Version button>> click on save. - Click Activate button. - Go to app launcher>> enter Contact >> click on it >> Open Mark Smith ,Karen Wells, Duncan Macnitosh, Nicole Grace and edit some value under Churn ML Data section (eg: Engagement Frequency, Customer Lifetime Value(CLV)). - Go to Data Cloud >>Data Stream>> Open Contact_Home>> click on Refresh Now button (Wait till Success status). - Go to contacts >> See Propensity To Churn value. - Still its value not populating>> then again refresh the data stream |     |
@@ -587,7 +587,7 @@ grant select on tables in <>.<> to role sysadmin
### 1d.To enable real time and personlization for the new contact on Self Registration (5 min)
| Step | Action and Details | Images |
| ----- | ----- | ----- |
-|To enable real time and personlization for the new contact on Self Registration |-Log in experience site with newly created self registration user and browse some products
-Go to App launcher>> Go to Data Cloud>> Go to Identity Resolution - Click on Customer Profile>>click on Run Ruleset button((once Status Succeeded then process with next step ) Repeat the above step for Party Identification Match>> click on Run Ruleset button(Once Status Success then process with next step) - Go to App launcher>> Enter Data Graphs>>Click on it >>Scroll to right of Web Engagement RT Profile data graph>> click on arrow >> click on Refresh Now and wait for Status Active Repeat the above for Item Non – Real Data Graph>> Click on Refresh Now button and wait till get into Success Status. - Go to Experience site>> login with newly created user from self registration form Click on product tab>>select any product - Go back to salesforce org and open Contact Record page to see the Real Time Product Details. |    |
+|To enable real time and personlization for the new contact on Self Registration |-Log in experience site with newly created self registration user and browse some products
-Go to App launcher>> Go to Data Cloud>> Go to Identity Resolution - Click on Customer Profile>>click on Run Ruleset button(once Status Succeeded then process with next step ) Repeat the above step for Party Identification Match>> click on Run Ruleset button(Once Status Success then process with next step) - Go to App launcher>> Enter Data Graphs>>Click on it >>Scroll to right of Web Engagement RT Profile data graph>> click on arrow >> click on Refresh Now and wait for Status Active Repeat the above for Item Non – Real Data Graph>> Click on Refresh Now button and wait till get into Success Status. - Go to Experience site>> login with newly created user from self registration form Click on product tab>>select any product - Go back to salesforce org and open Contact Record page to see the Real Time Product Details. |    |
-Go to App launcher>> Go to Data Cloud>> Go to Identity Resolution - Click on Customer Profile>>click on Run Ruleset button((once Status Succeeded then process with next step ) Repeat the above step for Party Identification Match>> click on Run Ruleset button(Once Status Success then process with next step) - Go to App launcher>> Enter Data Graphs>>Click on it >>Scroll to right of Web Engagement RT Profile data graph>> click on arrow >> click on Refresh Now and wait for Status Active Repeat the above for Item Non – Real Data Graph>> Click on Refresh Now button and wait till get into Success Status. - Go to Experience site>> login with newly created user from self registration form Click on product tab>>select any product - Go back to salesforce org and open Contact Record page to see the Real Time Product Details. |    | +|To enable real time and personlization for the new contact on Self Registration |-Log in experience site with newly created self registration user and browse some products
-Go to App launcher>> Go to Data Cloud>> Go to Identity Resolution - Click on Customer Profile>>click on Run Ruleset button(once Status Succeeded then process with next step ) Repeat the above step for Party Identification Match>> click on Run Ruleset button(Once Status Success then process with next step) - Go to App launcher>> Enter Data Graphs>>Click on it >>Scroll to right of Web Engagement RT Profile data graph>> click on arrow >> click on Refresh Now and wait for Status Active Repeat the above for Item Non – Real Data Graph>> Click on Refresh Now button and wait till get into Success Status. - Go to Experience site>> login with newly created user from self registration form Click on product tab>>select any product - Go back to salesforce org and open Contact Record page to see the Real Time Product Details. |    |
@@ -625,7 +625,7 @@ grant select on tables in <>.<> to role sysadmin
### 4. Update Custom Metadata Record Values In The Retail Org.
| Step | Action and Details | Images |
| ----- | ----- | ----- |
-|Update value in metarecord|-Login with retail org
-click on setup>>enter custom metadata and search and click on Custom Metadata Types
-Click on SFMC API Events and open it
-click on Manage SFMC API Events>> click on Retail Journey API record and click on edit button
-Enter below value
-1.AccountId as MID of marketing cloud
2. AuthenticationBaseURI as Authentication Base URI , Clientid as client id , Clientsecret as client secret key you have copied to somewhere, restbaseUrl as REST base URI, from newly created install package in marketing cloud
-eventKey as event defination key from journey builder recently you have created
-Save the record|    |
+|Update value in metadata record|-Login with retail org
-click on setup>>enter custom metadata and search and click on Custom Metadata Types
-Click on SFMC API Events and open it
-click on Manage SFMC API Events>> click on Retail Journey API record and click on edit button
-Enter below value
-1.AccountId as MID of marketing cloud
2. AuthenticationBaseURI as Authentication Base URI , Clientid as client id , Clientsecret as client secret key you have copied to somewhere, restbaseUrl as REST base URI, from newly created install package in marketing cloud
-eventKey as event definition key from journey builder recently you have created
-Save the record|    |
-click on setup>>enter custom metadata and search and click on Custom Metadata Types
-Click on SFMC API Events and open it
-click on Manage SFMC API Events>> click on Retail Journey API record and click on edit button
-Enter below value
-1.AccountId as MID of marketing cloud
2. AuthenticationBaseURI as Authentication Base URI , Clientid as client id , Clientsecret as client secret key you have copied to somewhere, restbaseUrl as REST base URI, from newly created install package in marketing cloud
-eventKey as event defination key from journey builder recently you have created
-Save the record|    | +|Update value in metadata record|-Login with retail org
-click on setup>>enter custom metadata and search and click on Custom Metadata Types
-Click on SFMC API Events and open it
-click on Manage SFMC API Events>> click on Retail Journey API record and click on edit button
-Enter below value
-1.AccountId as MID of marketing cloud
2. AuthenticationBaseURI as Authentication Base URI , Clientid as client id , Clientsecret as client secret key you have copied to somewhere, restbaseUrl as REST base URI, from newly created install package in marketing cloud
-eventKey as event definition key from journey builder recently you have created
-Save the record|    |
@@ -633,11 +633,11 @@ grant select on tables in <>.<> to role sysadmin
## 9. Configure Tableau Next Dashboard
-### 1. Enable Tabaleau Next (5 min)
+### 1. Enable Tableau Next (5 min)
| Step | Action and Details | Images |
| ----- | ----- | ----- |
| Enable Tableau Next Beta | - Goto Setup, in the Quick Find box, type Users and click Users, Search for Orgfarm Epic user - Click the Full Name of the user- On the user's detail page, scroll down to the Permission Set Assignments section - Click the Edit Assignments button- Choose Tablue Next Admin Permission set and Assign, Click Save -From Setup, enter ‘Tableau Next’ in the Quick Find box. -Enable Tableau Next Beta. | 
|
-| Replace Browser URL on Prompt Tamplates | - Goto Setup, in the Quick Find box, type Prompt and click on Prompt Builder, Search for SalesPerformance URL - Click on it to open and replace the browser URL by removing the highlighted URL as per screenshot. - Click on save. - Repeat the same steps for Generate_URL Prompt Template. **To find the Browser URL follow the following steps:** - Click the App Launcher (grid/waffle icon) in the top-left corner -Search for and select the Home -Click on the Home and copy URL from the browser as per screenshot. |   |
+| Replace Browser URL on Prompt Templates | - Goto Setup, in the Quick Find box, type Prompt and click on Prompt Builder, Search for SalesPerformance URL - Click on it to open and replace the browser URL by removing the highlighted URL as per screenshot. - Click on save. - Repeat the same steps for Generate_URL Prompt Template. **To find the Browser URL follow the following steps:** - Click the App Launcher (grid/waffle icon) in the top-left corner -Search for and select the Home -Click on the Home and copy URL from the browser as per screenshot. |   |
### 2. Create Workspace (5 min)
| Step | Action and Details | Images |
@@ -649,7 +649,7 @@ grant select on tables in <-Select the Data Model Object Location Product Inventory and click on Save
-Click on + icon of Data object and Select Product, Sales Order, Sales Order Product Data Model Object and Click on Save |
|
|Create a logical view |-Click on New and select Logical view and provide name as Average Order Value (AOV)-Select Data Model Object Sales Order and click on Save-Go back to Semantic Model and click on New and select Logical View and provide name as Inventory
-Select Data Model Object Location Product Inventory
-Click on + icon of Location Product Inventory and select Join Object
-Select Data Model Object as Product and click on save
-Once join window gets open, click on + icon,Select Product from Location Product Inventory and Select Product Id from Product , click on Add and click on Apply| 
   | -|Create Logical View of Retail Logical View 1|-Go back to Semantic Model and click on New and select Logical View and provide name as Retail Logical View 1
-Select Data Model Object Product
-Click on + icon of Product and select Join Object
-Select Data Model Object as Location Product Inventory and click on save
-Once join window gets open, click on + icon,Select Productt Id from Product and Select Product from Location Product Inventory , click on Add and click on Apply
-Click on + icon of Product and select Join Object,Select Data Model Object as Pricebook Entry and click on save,Once join window gets open, click on + icon,Select Product Id from Product and Select Product from Pricebook Entry, click on Add and click on Apply
-Click on + icon of Pricebook Entry and select Join Object,Select Data Model Object as Price Book and click on save,Once join window gets open, click on + icon,Select Price Book from Priceboook Entry and Select Price Book Id from Price Book, click on Add and click on Apply
-Click on + icon of Product and select Join Object,Select Data Model Object as Return Order Product and click on save,Once join window gets open, click on + icon,Select Product Id from Product and Select Product Id from Return Order Product, click on Add and click on Apply
-Click on + icon of Return Order Product and select Join Object,Select Data Model Object as Return Order and click on save,Once join window gets open, click on + icon,Select Return Order from Return Order Product and Select Return Order Id from Return Order, click on Add and click on Apply
-Click on + icon of Product and select Join Object,Select Data Model Object as Sales Order Product and click on save,Once join window gets open, click on + icon,Select Product Id from Product and Select Product from Sales Order Product, click on Add and click on Apply|
     |
+|Create Logical View of Retail Logical View 1|-Go back to Semantic Model and click on New and select Logical View and provide name as Retail Logical View 1-Select Data Model Object Product
-Click on + icon of Product and select Join Object
-Select Data Model Object as Location Product Inventory and click on save
-Once join window gets open, click on + icon,Select Product Id from Product and Select Product from Location Product Inventory , click on Add and click on Apply
-Click on + icon of Product and select Join Object,Select Data Model Object as Pricebook Entry and click on save,Once join window gets open, click on + icon,Select Product Id from Product and Select Product from Pricebook Entry, click on Add and click on Apply
-Click on + icon of Pricebook Entry and select Join Object,Select Data Model Object as Price Book and click on save,Once join window gets open, click on + icon,Select Price Book from Priceboook Entry and Select Price Book Id from Price Book, click on Add and click on Apply
-Click on + icon of Product and select Join Object,Select Data Model Object as Return Order Product and click on save,Once join window gets open, click on + icon,Select Product Id from Product and Select Product Id from Return Order Product, click on Add and click on Apply
-Click on + icon of Return Order Product and select Join Object,Select Data Model Object as Return Order and click on save,Once join window gets open, click on + icon,Select Return Order from Return Order Product and Select Return Order Id from Return Order, click on Add and click on Apply
-Click on + icon of Product and select Join Object,Select Data Model Object as Sales Order Product and click on save,Once join window gets open, click on + icon,Select Product Id from Product and Select Product from Sales Order Product, click on Add and click on Apply|
     |
|Create a Formula Field|-Go back to Semantic Model, Click on New button and click on Calculated Field, Name as Sold Quantities, Field Type as Measure and Data Type as Number then Click on Advanced, select Aggregation as UserAgg, and formuala as: sum(select Sales Order Product.Ordered Quantity from Retail Logical View 1) and click on Validate, and click on save, for more clarity refer screenshot-Create Another Formulas Name as:1.Product Name 2. Average Order Value 3.Ordered Quantity 4. Return Rate 5.Total Returned Items 6. Total Sales 7. Total Sales Revenue
-Refer screenshot for formula, field type, data type, Advanced setting| 
  | ### 4. Create Visulization and Dashboard for Sales Performance (2 hour) @@ -660,7 +660,7 @@ grant select on tables in <
-Click on Add and click on New Visualization and select New Semantic Model and click on Select button
-Provide Name as Total Sold Items
- Drag Sold Quantities from Calculated Field and place under Columns, click on arrow ofSold Quantities, Select Format Number as Number(Short), Visualize as , Select Discrete
- Select Mark as Donut and click on Save. Refer Screenshot.
Create few more visulization: 1.Returned Items 2. Return Rate 3. ROR by Product Type 4. Quantities Sold by Products 5.Return Items by Product 6. New Detail TAB 7. Inventory Visualization1 8. Inventory Visulization2 9. Inventory Detail Table
-Refer screenshot for each visulization, columns and rows setting,marks, filters, colors setting |
|
+|Create Visualization for Return Rate|-Go to Retail Workspace-Click on Add and click on New Visualization and select New Semantic Model and click on Select button
-Provide Name as Total Sold Items
- Drag Sold Quantities from Calculated Field and place under Columns, click on arrow of Sold Quantities, Select Format Number as Number(Short), Visualize as , Select Discrete
- Select Mark as Donut and click on Save. Refer Screenshot.
Create few more visulization: 1.Returned Items 2. Return Rate 3. ROR by Product Type 4. Quantities Sold by Products 5.Return Items by Product 6. New Detail TAB 7. Inventory Visualization1 8. Inventory Visulization2 9. Inventory Detail Table
-Refer screenshot for each visulization, columns and rows setting,marks, filters, colors setting |
|
|Create Dashboard Return Rate|-Create a Dashboard with name as Return Rate, Create three pages by click on Add page : 1. Instructions 2. Overview 3. Inventory Deep Dive-Refer Screenshot for Design, Text,Button and dashboard things
- drag button from menu and place it on dashboard pane, Name it as Overview and Under Action select Navigate to, Select Dashboard page and select Overview
-Do the same for Inventory, select Inventory Deep Dive Page
-Refer screenshot|
|
### 8. Create Tabs for Dashboard (30 min)