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SahuSa1
Level 3
October 8, 2024
Solved

Leveraging Events type schema for Customer AI use cases

  • October 8, 2024
  • 2 replies
  • 880 views

Hi, 

 

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

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Best answer by Parvesh_Parmar

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/marketo/marketo

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:

Hope this helps!

Best regards,
Parvesh

 

 

 

2 replies

Parvesh_Parmar
Community Advisor
Parvesh_ParmarCommunity AdvisorAccepted solution
Community Advisor
October 8, 2024

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/marketo/marketo

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:

Hope this helps!

Best regards,
Parvesh

 

 

 

Parvesh Parmar – Adobe Community Advisor https://www.linkedin.com/in/parvesh-parmar/
SahuSa1
SahuSa1Author
Level 3
October 16, 2024

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
Community Manager
Community Manager
October 16, 2024

@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!

Kautuk Sahni
SahuSa1
SahuSa1Author
Level 3
October 18, 2024

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