Set Up Search Dictionaries

Brandon Wilson is a merchandiser at Cloud Kicks, a company that specializes in high-end custom sneakers. The Cloud Kicks B2C Commerce storefront is attracting lots of attention and sales are great. But Brandon wants to ramp up search capabilities to improve the shopper experience and drive sales even further. He can do that with Commerce Cloud Einstein.

In this unit, Brandon reviews the great B2C Commerce search features that Cloud Kicks currently uses. Then he explores how Commerce Cloud Einstein can push those features into overdrive.

B2C Commerce comes out-of-the-box with:

• Keyword Search: The shopper enters a search term and the results display on the storefront (1).
• Search Suggestions: As the shopper types, the storefront displays a list of possible results. At the same time, the software tries to complete the search term and automatically corrects spelling (2).
• Search Results Sorting: Shoppers select how they want their results to sort (3).
  
  

Brandon investigates how Commerce Cloud Einstein ramps up the results of each these search features.

To start with, the search dictionaries, enabled by default in B2C Commerce, uses only the site’s data. Once Brandon accepts the Einstein Data Privacy Agreement, he has access to community data and his search dictionaries are combined with data from the other contributing B2C Commerce merchants.

When enabled, Einstein Search Dictionaries consumes all site searches and search-related settings and identifies terms that shoppers search for but that are not in a dictionary. Using artificial intelligence (AI), it automatically detects relationships between search terms, recommends which synonym list to assign them to, and then creates new recommendations.

With Einstein Search Dictionaries, Brandon can:

• View new Einstein Search Dictionaries recommendations.
• Accept or reject suggestions.
• Blocklist specific terms.
• Create new dictionary word stems with the Stemming Exceptions option.

To get the full benefit of Einstein Search Dictionaries, Cloud Kicks must share data with other merchants. That’s where the Einstein Data Privacy Agreement comes in. Linda Rosenberg, the Cloud Kicks’ administrator, must accept the terms and conditions of the Einstein Data Privacy Agreement on her staging instance, so Brandon can get started.

In this module, we assume you are a B2C Commerce merchandiser with the proper permissions to perform these tasks. If you’re not a B2C Commerce merchandiser, that’s OK. Read along to learn how your merchandiser would take these steps in a staging instance. Don't try to follow our steps in your Trailhead Playground. B2C Commerce isn't available in the Trailhead Playground. If you have a staging instance of B2C Commerce, you can try out these steps in your instance. If you don't have a staging instance, ask your manager if there is one that you can use.

With the privacy agreement, Linda gives her company’s consent to contributing its search dictionary data to a shared database. This provides recommendations to other merchants who’ve also consented to contribute to the shared database. Salesforce represents and warrants that it does not disclose a merchant’s search dictionary data to any other customer in identifiable form.

Linda further acknowledges that Salesforce can access her company’s search dictionary data submitted to B2C Commerce for training and to improve the Einstein Search Dictionary and any other current or future similar or related features, products, or services.

Let’s see how Linda gives consent in just a few clicks.

To access Business Manager, you must have a B2C Commerce implementation. In this module, we assume you are a B2C Commerce administrator or merchandiser with the proper permissions to perform these tasks. If you’re not a B2C Commerce administrator or merchandiser, that’s OK. Read along to learn how your administrator would take these steps in a staging instance. Don't try to follow our steps in your Trailhead Playground. B2C Commerce isn't available in the Trailhead Playground. If you have a staging instance of B2C Commerce, you can try out these steps in your instance. If you don't have a staging instance, ask your manager if there is one that you can use.

Here’s how to contribute search dictionary data to the shared database.

1. Open Business Manager.
2. Select site > Administration > Global Preferences > Einstein Search Dictionaries Opt-In.
3. Select I accept these terms and conditions.
4. Click Save.

Here’s how Brandon configures Search Dictionaries.

1. Open Business Manager.
2. Add the email addresses of people who plan to manage synonyms.
   1. Select site > Merchant Tools > Site Preferences > Search Preferences. The site is the name of your site, which you must select first.
   2. Select Notification Settings for Search Dictionary.
      
      
   3. Add the emails.
   4. Click Apply.
3. If the site has multiple locales:
   1. Select site > Merchant Tools > Site Preferences > Search Preferences.
   2. Select Search Settings.
   3. Select Dictionary Locale Fallback to allow language level settings to update the regions.
      
      
4. Rebuild the search index.
   1. Open Business Manager.
   2. Select site (staging only) > Merchant Tools > Search > Search Indexes.
   3. Select the checkbox for the relevant indexes.
   4. Click Rebuild.
      
      

Here’s how he uses Search Dictionaries.

1. Open Business Manager.
2. Select site > Merchant Tools > Search Dictionaries.
   
   
3. Click or select a dictionary type, for example, Compound Word.
4. Click New to create a new dictionary entry.
5. Required fields are indicated by a red dot. The type is already selected: Compound Word.
   1. Select the locale.
   2. Enter the dictionary entry as a value: high-top.
      
      
   3. Click Save.
6. To edit an entry you can search or filter to find it.
   1. Click Search Dictionary to search for an entry across dictionaries.
      
      
   2. You can filter the search by type and locale. If no filters are applied, search includes all dictionaries.
   3. Click the filter icon to add a new filter.
      1. Click Add Filter.
      2. Select a field and a value.
      3. Click Apply.
   4. Click Edit List Filters to edit an existing filter.

Next, let’s see how easy it is to create new stems using stemming exceptions.

1. Open Business Manager.
2. Select site > Merchant Tools > Search > Search Dictionaries.
3. Click Stemming Exceptions.
4. Click New.
   
   
5. Enter leggings as the exception and leggings as the stem.
6. Click Save.

To push these changes to the production instance, Brandon asks Linda to replicate from staging to the development instance for testing, and then from staging to production.

Brandon learned how Commerce Cloud Einstein can make search smarter on his B2C Commerce storefront. He explored Search Dictionaries and learned how to configure and use Search Dictionaries to improve shopper search results. Next, he implements Commerce Cloud Einstein Search Recommendations.

• Trailhead:  Salesforce B2C Commerce
• Help: Search Dictionaries