Schemas

4 min

Objective :

Our goal is to create a schema that is required to onboard select CRM attributes for existing WK customers. The exercise involves the following steps:

Choose Individual Profile Class to define the behavior of the schema
Add Out-of-the-Box Personal Contact Details and Demographic Details Field Groups
Create a new field group

Prerequisites:

Access to your AEP sandbox.

Create an Individual Profile Based Schema

Instructions:

In the left-hand menu, navigate to Schemas under Data Management in Adobe Experience Platform UI.

2. Click Create Schema on the top right. Select Individual Profile and click Next.

3. Note that the XDM Individual Profile class introduces some basic fields to the newly created schema. In the Schem display name, type WK Profile Schema <your-assigned-number>.

4. Click on Finish.

Adding existing field groups

If you didn't select Individual Profile when creating your schema, please change class to XDM Individual Profile.
Click on the + Add button to the right of Field groups in the left panel.
Here's where you can build your own Field group or use an existing Field group.
In this lab, we will be adding two pre-built Field groups listed below:
- Personal Contact Details
- Demographic Details
Click "Add field groups" button
Now, we'll create a new Field group from scratch. Go back and hit the "+ Add" button in the left panel\
Select "Create new field group" at the top
Display name is "Customer Details <your-assigned-number>"
Hit 'add field groups'
In the left-hand schema composition menu, click on your newly create Field group (it should be highlighted now
Notice that on the Structure view a '+ Add field' appears next to the Schema name. Click it to start adding fields
In the Field properties panel to the right, add the following:
- FieldName = customerDetails
- Description = Customer Details
- Type = Object
Next, we will be adding fields to the 'creditScore' object. Click "+ Add Field" next to this object
In the Field properties panel to the right, add the following:
- FieldName = score
- Description = Score
- Type = Integer
We will be adding three more fields to the 'creditScore' object. Click "+ Add Field" next to the object
In the Field properties panel to the right, add the following:
- FieldName = employmentStatus
- Description = Employment Status
- Type = String
Click "+ Add Field" next to the 'creditScore' object
In the Field properties panel to the right, add the following:
- FieldName = userType
- Description = User Type
- Type = String
Make sure that your schema looks like the one below
Save your schema. hit Save on the top right corner
Congratulations!!! You have constructed your schema.