Schemas
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 Luma CRM Schema + {Your Initials}. e.g. Luma CRM Schema SS
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
- Demographic Details (search of Demo in search box)
- 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 + {Your 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. Luma CRM Details + {Your Initials} e.g. Luma CRM Details SS
2. Set the below within Field Properties on the right panel
- Field name = lumaCRM+{Your Initials}
- Display name = Luma CRM Details +{Your Initials}
- 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
- 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.
Congratulations! You have completed the Schemas exercise.