Leveraging Events type schema for Customer AI use cases

[SahuSa1]

Hi, 

Can we leverage Events type schemas from sources like Marketo, Salesforce to build customer AI use cases in AEP? 

[Parvesh_Parmar · Accepted solution]

Hello @SahuSa1 , 

If I understand correctly, you want to ingest event-type data from Marketo and Salesforce into AEP and use it for AEP’s AI features.

Step 1: Define Your Use Case

First, clarify your use case and what AI-driven outcomes you want to achieve (e.g., predictive modeling, audience segmentation). Determine the specific data you need from Marketo and Salesforce to support this.

Step 2: Design Data Models

Design your data models based on the data required. Make sure it aligns with AEP’s XDM schema for consistency and usability.

Step 3: Ingest Data

Ingest the data from Marketo and Salesforce using the out-of-the-box connectors. If there are issues with the connectors (e.g., security or connection concerns), you can export data in file formats (e.g., CSV) and ingest it via cloud storage.

https://experienceleague.adobe.com/en/docs/experience-platform/sources/connectors/adobe-applications...

https://experienceleague.adobe.com/en/docs/experience-platform/sources/connectors/crm/salesforce

Step 4: Use AEP’s AI Features

Once the data is linked to the Unified Profile, you can use AEP’s AI capabilities:

• AI Assistant: Provides insights, builds look-alike audiences, and creates audience segments with natural language queries.
   
  https://experienceleague.adobe.com/en/docs/experience-platform/ai-assistant/home
• Intelligent Services: Predicts future behaviors like purchase propensity using historical data.
  :
  https://experienceleague.adobe.com/en/docs/experience-platform/intelligent-services/data-preparation

Hope this helps!

Best regards,
Parvesh

[SahuSa1]

Hi @Parvesh_Parmar , thanks for your reply. I was going through adobe documentations and found that Consumer ExperienceEvent(CEE) field groups should be used while in time-series based records for data lying outside of AEP. 

So, is it mandatory to use CEE? Can we also use experience event schemas that does not has CEE field group in it for Customer AI?

Thanks 

Sambit Sahu

[kautuk_sahni]

@SahuSa1 Did you find the suggestion helpful? Please let us know if you require more information. Otherwise, please mark the answer as correct for posterity. If you've discovered a solution yourself, we would appreciate it if you could share it with the community. Thank you!

[SahuSa1]

Hi @Kautuk Sahni , Sure, will do, just had another doubt. I was going through adobe documentations and found that Consumer ExperienceEvent(CEE) field groups should be used while in time-series based records for data lying outside of AEP. 

So, is it mandatory to use CEE? Can we also use experience event schemas that does not has CEE field group in it for Customer AI?

Thanks 

Sambit Sahu