Display Customer Profile Data in the Agent Interface
Follow the steps below to display customer data held in the AEP in your Salesforce Core agent interface.
Step 1: Add the AEP Example Panel to your Salesforce Entity
In Salesforce Core, add the AEP Example Panel to your agent interface. This panel provides agents with information about customer data help in the AEP, that might be relevant to the current conversation.
You should have already completed this step as part of your initial setup.
Step 2: Create a Pull Data Structure
In MXO, create a Pull Data Structure. This contains details about the AEP attributes you want to display in your agent interface.
Example details:
| Field | Value |
|---|---|
| Name | Customer Profile Data |
| API Name | aep |
Example structure:
| Type | Name | Value |
|---|---|---|
| Data Attribute | ControlGroup | Control group member |
| Data Attribute | CustomerID | Customer ID |
| Data Attribute | FirstInteractionDate | Customer's first interaction date |
| List Node | Propositions | propositions |
| Data Attribute | PropositionName | Proposition name |
| Data Attribute | ActivityCount | Cumulative count |
The completed Data Structure should look as follows:
Step 3: Publish Your Changes
In MXO, publish your changes to push them to your live environment.
Step 4: Check that AEP Data is Displayed in the Agent Interface
In Salesforce Core, check whether or not AEP data is displaying correctly in the agent interface by viewing that information for an individual contact record.
Navigate to the page containing the widgets and provide your MXO login credentials when requested.
