Schemas

14 min

Our goal is to create a schema to model the data we would ingest from a CRM data source.

multicust_crm_full.csv

To do so, we will

Create a new schema using the Individual Profile class
Add out-of-the-box field groups to the new schema
Create a new custom field group to the schema and add fields to the to the new field group
Mark specific fields for identity (optional)

WARNING about using unique names {initials} in the following exercises!!!

Create an Individual Profile Based Schema

Navigate to Schemas under Data Management in Adobe Experience Platform UI

2. Click on Create Schema on the top-right of your screen.

Select the XDM Individual Profile class which will introduce some basic fields to the newly created schema and click Next

3. Name your schema, i.e. HOL Profile Schema {initials} Note: Please add your initials or lab user number to follow the schema name to avoid any naming conflicts with other lab participants. Click Finish

Adding existing field groups

Extending your schema to add more custom fields requires creating field groups.

Click on the Add icon within the Field groups section under Composition

Add these out-of-the-box field groups
1. Demographic Details (search of Demo in search box)
2. Personal Contact Details (search of Personal Contact in search box)

Creating a new field group

Click on the Add icon within the Field groups section under Composition.
Select Create new field group
Name the field group - HOL Customer Details Field Group {initials}
Click on Add Field Groups

Adding an object to your field group

Click on the Add icon next to the tenant and name your object.
Repeat steps for all below fields

Customer Details Object {initials}

Field name = customerDetailsObject{initials}
Display name = Customer Details Object {initials}
Type = Object
Field Group = Customer Details Field Group {initials}

Identification {initials} OPTIONAL

Field name = identification{initials}
Display name = Identification {initials}
Type = Object
Field Group = Customer Details Field Group {initials}

Loyalty Details {initials} OPTIONAL

Field name = loyaltyDetails{initials}
Display name = Loyalty Details {initials}
Type = Object
Field Group = Customer Details Field Group {initials}

Click on Apply at the bottom of the right column, but do not click Save yet.

Nesting additional fields within your object

Click on the Add icon next to the newly created object. This should create an untitled field nested under that object.
Repeat step for all below fields

Note: be sure to click Apply at the bottom of the Field Properties panel after adding each field.

CRM ID

Field name = crmID
Display name = CRM ID
Type = string
Field Group = select your custom field group
optional: Identity>Primary Identity>Identity namespace=CRMID

Email

Field name = email
Display name = Email
Type = String
Field Group = select your custom field group
optional: Identity>Identity namespace=Email

Loyalty Tier

Field name = loyaltyTier
Display name = Loyalty Tier
Type = String
Field Group = select your custom field group

Loyalty Loyalty Member Since Date OPTIONAL

Field name = loyaltyMemberSinceDate
Display name = Loyalty Member Since Date
Type = String
Field Group = select your custom field group

Loyalty Points Total OPTIONAL

Field name = loyaltyPointsTotal
Display name = Loyalty Points Total
Type = String
Field Group = select your custom field group

Click Save.

Congratulations! You have completed the Schemas exercise.