Documentation Experience Platform Source Connectors Guide

B2B namespaces and schemas

Last update: Tue Feb 20 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Sources

CREATED FOR:

Developer
User
Admin
Leader

NOTE

You can use templates in the Adobe Experience Platform UI to expedite your asset creation for B2B and B2C data. For more information, read the guide on using templates in Platform UI.

This document provides information on the underlying set up for the namespaces and schemas to be used with B2B sources. This document also provides details around setting up your Postman automation utility required for generating B2B namespaces and schemas.

IMPORTANT

You must have access to Adobe Real-Time Customer Data Platform B2B Edition in order for B2B schemas to participate in Real-Time Customer Profile.

Set up B2B namespaces and schema auto-generation utility

The first step in using the B2B namespace and schema auto-generation utility is to set up your Platform developer console and Postman environment.

You can download the namespace and schema auto-generation utility collection and environment from this GitHub repository.
For information on using Platform APIs including details on how to gather values for required headers and read sample API calls, see the guide on getting started with Platform APIs.
For information on how to generate your credentials for Platform APIs, see the tutorial on authenticating and accessing Experience Platform APIs.
For information on how to set up Postman for Platform APIs, see the tutorial on setting up developer console and Postman.

With a Platform developer console and Postman set up, you can now start applying the appropriate environment values to your Postman environment.

The following table contains example values as well as additional information on populating your Postman environment:

Variable

Description

Example

CLIENT_SECRET

A unique identifier used to generate your {ACCESS_TOKEN}. See the tutorial on authenticating and accessing Experience Platform APIs for information on how to retrieve your {CLIENT_SECRET}.

{CLIENT_SECRET}

JWT_TOKEN

The JSON Web Token (JWT) is an authentication credential used to generate your {ACCESS_TOKEN}. See the tutorial on authenticating and accessing Experience Platform APIs for information on how to generate your {JWT_TOKEN}.

{JWT_TOKEN}

API_KEY

A unique identifier used to authenticate calls to Experience Platform APIs. See the tutorial on authenticating and accessing Experience Platform APIs for information on how to retrieve your {API_KEY}.

c8d9a2f5c1e03789bd22e8efdd1bdc1b

ACCESS_TOKEN

The authorization token required to complete calls to Experience Platform APIs. See the tutorial on authenticating and accessing Experience Platform APIs for information on how to retrieve your {ACCESS_TOKEN}.

Bearer {ACCESS_TOKEN}

META_SCOPE

With regards to Marketo, this value is fixed and is alway set to: ent_dataservices_sdk.

ent_dataservices_sdk

CONTAINER_ID

The global container holds all standard Adobe and Experience Platform partner provided classes, schema field groups, data types, and schemas. With regards to Marketo, this value is fixed and is always set to global.

global

PRIVATE_KEY

A credential used to authenticate your Postman instance to Experience Platform APIs. See the tutorial on setting up developer console and setting up developer console and Postman for instructions on how to retrieve your {PRIVATE_KEY}.

{PRIVATE_KEY}

TECHNICAL_ACCOUNT_ID

A credential used to integrate to Adobe I/O.

D42AEVJZTTJC6LZADUBVPA15@techacct.adobe.com

IMS

The Identity Management System (IMS) provides the framework for authentication to Adobe services. With regards to Marketo, this value is fixed and is always set to: ims-na1.adobelogin.com.

ims-na1.adobelogin.com

IMS_ORG

A corporate entity that can own or license products and services and allow access to its members. See the tutorial on setting up developer console and Postman for instructions on how to retrieve your {ORG_ID} information.

ABCEH0D9KX6A7WA7ATQE0TE@adobeOrg

SANDBOX_NAME

The name of the virtual sandbox partition that you are using.

prod

TENANT_ID

An ID used to ensure that the resources you create are namespaced properly and are contained within your organization.

b2bcdpproductiontest

PLATFORM_URL

The URL endpoint that you are making API calls to. This value is fixed and is always set to: http://platform.adobe.io/.

http://platform.adobe.io/

Running the scripts

With your Postman collection and environment set up, you can now run the script through the Postman interface.

In the Postman interface, select the root folder of the auto-generator utility and then select Run from the top header.

root-folder

The Runner interface appears. From here, ensure that all the checkboxes are selected and then select Run Namespaces and Schemas Autogeneration Utility.

run-generator

A successful request creates the namespaces and schemas required for B2B.

B2B namespaces

Identity namespaces are a component of Identity Service that serve to distinguish the context of an identity. A fully qualified identity includes an identity value and a namespace. Read the namespaces overview for more information.

B2B namespaces are used in the primary identity of the entity.

The following table contains information on the underlying set up for B2B namespaces.

NOTE

Please scroll left/right to view the full contents of the table.

Display Name

Identity Symbol

Identity Type

B2B Person

b2b_person

CROSS_DEVICE

B2B Account

b2b_account

B2B_ACCOUNT

B2B Opportunity

b2b_opportunity

B2B_OPPORTUNITY

B2B Opportunity Person Relation

b2b_opportunity_person_relation

B2B_OPPORTUNITY_PERSON

B2B Campaign

b2b_campaign

B2B_CAMPAIGN

B2B Campaign Member

b2b_campaign_member

B2B_CAMPAIGN_MEMBER

B2B Marketing List

b2b_marketing_list

B2B_MARKETING_LIST

B2B Marketing List Member

b2b_marketing_list_member

B2B_MARKETING_LIST_MEMBER

B2B Account Person Relation

b2b_account_person_relation

B2B_ACCOUNT_PERSON

B2B schemas

Experience Platform uses schemas to describe the structure of data in a consistent and reusable way. By defining data consistently across systems, it becomes easier to retain meaning and therefore gain value from data.

Before data can be ingested into Platform, a schema must be composed to describe the data’s structure and provide constraints to the type of data that can be contained within each field. Schemas consist of a base class and zero or more schema field groups.

For more information on the schema composition model, including design principles and best practices, see the basics of schema composition.

The following table contains information on the underlying setup of B2B schemas.

NOTE

Please scroll left/right to view the full contents of the table.

Schema name

Base class

Field groups

Profile in Schema

Primary identity

Primary identity namespace

Secondary identity

Secondary identity namespace

Relationship

Notes

B2B Account

XDM Business Account

XDM Business Account Details

Enabled

accountKey.sourceKey in the base class

B2B Account

extSourceSystemAudit.externalKey.sourceKey in the base class

B2B Account

accountParentKey.sourceKey in XDM Business Account Details field group
Destination property: /accountKey/sourceKey
Type: one-to-one
Reference schema: B2B Account
Namespace: B2B Account

B2B Person

XDM Individual Profile

XDM Business Person Details
XDM Business Person Components
IdentityMap
Consent and Preference Details

Enabled

b2b.personKey.sourceKey in the XDM Business Person Details Field Group

B2B Person

extSourceSystemAudit.externalKey.sourceKey of XDM Business Person Details field group
workEmail.address of XDM Business Person Details field group

B2B Person
Email

personComponents.sourceAccountKey.sourceKey of XDM Business Person Components field group
Type: Many-to-one
Reference Schema: B2B Account
Namespace: B2B Account
Destination property: accountKey.sourceKey
Relationship name from current schema: Account
Relationship name from reference schema: People

B2B Opportunity

XDM Business Opportunity

XDM Business Opportunity Details

Enabled

opportunityKey.sourceKey in the base class

B2B Opportunity

extSourceSystemAudit.externalKey.sourceKey in the base class

B2B Opportunity

accountKey.sourceKey in the base class
Type: Many-to-one
Reference Schema: B2B Account
Namespace: B2B Account
Destination property: accountKey.sourceKey
Relationship name from current schema: Account
Relationship name from reference schema: Opportunities

B2B Opportunity Person Relation

XDM Business Opportunity Person Relation

None

Enabled

opportunityPersonKey.sourceKey in the base class

B2B Opportunity Person Relation

extSourceSystemAudit.externalKey.sourceKey in the base class

B2B Opportunity Person Relation

First relationship

personKey.sourceKey in the base class
Type: Many-to-one
Reference Schema: B2B Person
Namespace: B2B Person
Destination property: b2b.personKey.sourceKey
Relationship name from current schema: Person
Relationship name from reference schema: Opportunities

Second relationship

opportunityKey.sourceKey in the base class
Type: Many-to-one
Reference Schema: B2B Opportunity
Namespace: B2B Opportunity
Destination property: opportunityKey.sourceKey
Relationship name from current schema: Opportunity
Relationship name from reference schema: People

B2B Campaign

XDM Business Campaign

XDM Business Campaign Details

Enabled

campaignKey.sourceKey in the base class

B2B Campaign

extSourceSystemAudit.externalKey.sourceKey in the base class

B2B Campaign

B2B Campaign Member

XDM Business Campaign Members

XDM Business Campaign Member Details

Enabled

ccampaignMemberKey.sourceKey in the base class

B2B Campaign Member

extSourceSystemAudit.externalKey.sourceKey in the base class

B2B Campaign Member

First relationship

personKey.sourceKey in the base class
Type: Many-to-one
Reference Schema: B2B Person
Namespace: B2B Person
Destination property: b2b.personKey.sourceKey
Relationship name from current schema: Person
Relationship name from reference schema: Campaigns

Second relationship

campaignKey.sourceKey in the base class
Type: Many-to-one
Reference Schema: B2B Campaign
Namespace: B2B Campaign
Destination property: campaignKey.sourceKey
Relationship name from current schema: Campaign
Relationship name from reference schema: People

B2B Marketing List

XDM Business Marketing List

None

Enabled

marketingListKey.sourceKey in the base class

B2B Marketing List

None

Static List is not synced from Salesforce and therefore does not have a secondary identity.

B2B Marketing List Member

XDM Business Marketing List Members

None

Enabled

marketingListMemberKey.sourceKey in the base class

B2B Marketing List Member

None

First relationship

PersonKey.sourceKey in the base class
Type: Many-to-one
Reference Schema: B2B Person
Namespace: B2B Person
Destination property: b2b.personKey.sourceKey
Relationship name from current schema: Person
Relationship name from reference schema: Marketing Lists

Second relationship

marketingListKey.sourceKey in the base class
Type: Many-to-one
Reference Schema: B2B Marketing List
Namespace: B2B Marketing List
Destination property: marketingListKey.sourceKey
Relationship name from current schema: Marketing List
Relationship name from reference schema: People

Static list member is not synced from Salesforce and therefore does not have a secondary identity.

B2B Activity

XDM ExperienceEvent

Visit WebPage
New Lead
Convert Lead
Add To List
Remove From List
Add To Opportunity
Remove From Opportunity
Form Filled Out
Link Clicks
Email Delivered
Email Opened
Email Clicked
Email Bounced
Email Bounced Soft
Email Unsubscribed
Score Changed
Opportunity Updated
Status in Campaign Progression Changed
Person Identifier
Marketo Web URL
Interesting Moment
Call Webhook
Change Campaign Cadence
Revenue Stage Changed
Merge Leads
Email Sent
Change Campaign Stream
Add to Campaign

Enabled

personKey.sourceKey of Person Identifier field group

B2B Person

None

First relationship

listOperations.listKey.sourceKey field
Type: one-to-one
Reference Schema: B2B Marketing List
Namespace: B2B Marketing List

Second relationship

opportunityEvent.opportunityKey.sourceKey field
Type: one-to-one
Reference Schema: B2B Opportunity
Namespace: B2B Opportunity

Third relationship

leadOperation.campaignProgression.campaignKey.sourceKey field
Type: one-to-one
Reference Schema: B2B Campaign
Namespace: B2B Campaign

ExperienceEvent is different from entities. The identity of experience event is the person who did the activity.

B2B Account Person Relation

XDM Business Account Person Relation

Identity Map

Enabled

accountPersonKey.sourceKey in the base class

B2B Account Person Relation

None

First relationship

personKey.sourceKey in the base class
Type: Many-to-one
Reference Schema: B2B Person
Namespace: B2B Person
Destination property: b2b.personKey.SourceKey
Relationship name from current schema: People
Relationship name from reference schema: Account

Second relationship

accountKey.sourceKey in the base class
Type: Many-to-one
Reference Schema: B2B Account
Namespace: B2B Account
Destination property: accountKey.sourceKey
Relationship name from current schema: Account
Relationship name from reference schema: People

Next steps

To learn how to connect your Marketo data to Platform, see the tutorial on creating a Marketo source connector in the UI.

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