Schemas

11 min

Our goal is to create a schema to model the data we would ingest from a CRM data source. To do so, we will

Create a new schema using the Individual Profile class
Add out-of-the-box field groups
Create a new custom field group
Mark specific fields for identity

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. Note that the XDM Individual Profile class introduces some basic fields to the newly created schema

3. Name your schema CRM Profile Schema + Initials. Please make sure to add your initials to follow the schema name to avoid any naming conflicts with other lab participants.

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 - Customer Details + initials
Click on Add Field Groups

Adding an object to your field group

1. Click on the Add icon next to the tenant. Name your object. Customer Details + {Your Initials} e.g. Customer Details SS

2. Set the below within Field Properties on the right panel

Field name = CustomerDetails + Initials
Display name = Customer Details + Intials
Type = Object
Field Group = select your custom field group

Click on Apply at the bottom.
Click Save.

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

Email

Field name = email
Display name = Email
Type = String
Field Group = select your custom field group

Loyalty Tier

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

Click Save.

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

Congratulations! You have completed the Schemas exercise.