The VisualForce code contained herein are examples to be used for demonstration purposes and as a baseline for further development.

See the online help: https://na5.thunderhead.com/one/help/interaction-studio/how-do-i/salesforce/how_do_i_salesforce/

SalesForce Core - Visual Force Pages

Installation

Create Visualforce Pages

After installing the IS SDK for CRM, create a Visualfroce page for each widget.

1. Navigate to Setup > Visualforce Pages.
2. Click New.
3. Provide a Label and *Name for each new page. Typically, these will be:
   • Interaction Studio NBA
   • Interaction Studio Customer History
   • Interaction Studio Journey
4. Use sample code provided by us for the Visualforce mark-up. Ensure that your mark-up:
   1. Has the "standardController" parameter set-up as per the object that will contain the widget. For example, Contact.
   2. If you are using a key other than the default "sfdccontactkey", edit the "customerKeyName" parameter.
   3. The "customerKeyName" parameter retrieves the correct identifier from the object where the widget will exist.
   4. Select the Available for Lightening Experience check box.

Create Data Adapters

Customer History

Navigate to the External Data tab under Collect in the main navigation bar. Select the Customer History Data Adapter and provide it with a name. Next, click "Test Configuration" and after success has appeared click apply, then save.

customer Journey Status

Navigate to the External Data tab under Collect in the main navigation bar. Select the Customer Journey Status Data Adapter and provide it with a name. Next, click save.

Create Pull Data Structures

History Structure

history
	entries		{Customer History Data Adapter Name}
		touchpoint	Touchpoint name
		action	Action name
		actionType	Activity Type
		timestamp	Timestamp
		session	Session Id
		viewOrClick	View or click
		interaction	Interaction name
		recognitionStatus	Recognition Status
		proposition	Proposition name
		activityType	Activity Type
		completion	Completion Activity
		occurrences	Event count
		lifecycleStage	Lifecycle Stage
	propositions		propositions
		prop_name	Proposition name
		interest	Cumulative diminished count
		interest_total	Total diminished count

Devices Structure

devices
	entries		Recent Devices
		deviceCategory	Device category
		lastUsed	Device last used
		city	City the Device is located in
		appName	App name
		appVersion	App version
		deviceOS	Device OS
		deviceVersion	Device OS version
		country	Country the Device is located in
		locationAccuracy	Location accuracy
		firstUsed	Device first used
		locationLastUpdate	Device location last updated
		currentDevice	Is current Device

SCJ Structure - Config

Configuration
	lifecyclestage	"{lifecycle},{stages},{comma},{seperated}"
	title	"Single Customer Journey"
	emptyText	"There is no customer data to display"

SCJ Structure - data

SingleCustomerJourney
	journeys		Customer Journey Status
		propositionName	Proposition name
		currentLifecycleStageStatus	Current journey status
		currentLifecycleStage	Current Lifecycle Stage
		lastInteractionDate	Most recent interaction date
		earliestLifecycleStage	Earliest Lifecycle Stage reached
		furthestLifecycleStage	Furthest Lifecycle Stage reached

Customer History Widget

The Interaction Studio Customer History widget allows you to see and filter the customers activity.

Setup

This widget uses the Customer History Data Adapter in IS, and requires you to set up the history Structure.

You are also required to provide an object mapping touchpoints to channels.

window.channel = {
    web:["Banking Web Site"],
    mobile:["Customer First iOS app","Mobile iOS Banking"],
    email:["Email"],
    assisted:["CallCenter"],
    physical:["Banking System","Branch","Localz Branch"],
    social:["Facebook","Twitter"]
}

How to Use

The widget allows you to filter by:

• channel - A series of checkboxes will appear in the top right cornor, showing those channels which exist. When you check or uncheck a box those entries with the associated channel will be shown/hidden respectively
• Lifecycle Stage - Buttons above the middle of the table will show the Lifecycle Stages specified in the SCJ Configuration Structure along with:
  • other - Those Activity Types that aren't associated with a Lifecycle Stage
  • clear - Remove any filtering and show all Interactions
• Search Term - This allows you to search by any column in the table, displaying an entry if it contains the search term in 1 of its columns

Customer Journey Widget

The Interaction Studio Journey widget shows...

Setup

How to Use

Next Best Action

Setup

How to Use

Customer Interest - Treemap

Setup

How to Use

Customer Interest Score

Setup

How to Use