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Getting Started with �۶���Ƶ Experience Platform for Data Architects and Data Engineers

Getting Started with �۶���Ƶ Experience Platform for Data Architects and Data Engineers is the perfect starting point to get hands-on with Experience Platform.

Learning Objectives

Data Architects and Data Engineers must closely collaborate for a successful Experience Platform deployment. This hands-on tutorial teaches you the key tasks executed by both roles so you know how to start implementing Platform for your own business. You will be guided through exercises that will introduce you to the key terminology, features, interface, and APIs of Experience Platform. Customers of �۶���Ƶ Experience Cloud applications like Real-Time Customer Data Platform, Customer Journey Analytics, and Journey Optimizer will also find this content useful, as Platform services are critical foundations of those applications.

Topics include:

Business Scenario

�۶���Ƶ Experience Platform is a technical platform designed to help you achieve marketing objectives. The business use cases should drive how you design and implement the technology. This tutorial focuses on a fictional retail brand called Luma. Luma operates brick-and-mortar stores in multiple countries and also has an online presence with a website and mobile apps. They are investing in �۶���Ƶ Experience Platform to combine loyalty, CRM, web, and offline purchase data into real-time customer profiles and activate these profiles to take their marketing to the next level. The business objectives of Luma may or may not align with the objectives of your company, but you should be able to relate the hands-on steps in this tutorial to your own business objectives.

Pre-requisites

Using this tutorial

This tutorial combines tasks for both Data Engineers and Data Architects. Since it’s an introductory-level tutorial, you should be able to complete the tasks for both roles. Because many of the lessons build on what was implemented in earlier lessons, you should move through the lessons in order. I will call out which lessons can be skipped.

As you create various Platform elements during this tutorial, try to stick to the names I recommend as much as possible. However, there are a few high-level element names that you may want to customize in case there are multiple people at your organization taking this tutorial simultaneously. For example, you may want to name the Platform sandbox “Luma Tutorial Platform - Ignatius J Reilly” instead of just “Luma Tutorial Platform.”

If you get stuck, try re-reading the instructions first, and then use the link on the sidebar of each page to contact me.

Technical notes

Sandbox environments

In the tutorial, you will create a sandbox environment and use it to complete the exercises. The sandbox environment makes it safe for you to complete the exercises and experiment without being concerned about compromising your production data.

API

Platform is built API-first. While interface workflows exist for all major Platform workflows and will be used primarily, the tutorial contains some API-oriented exercises. I will guide you through the basic project setup in the �۶���Ƶ Developer Console and provide you with Postman environments and collections to get started with the Platform API. After completing the tutorial, you may find it valuable to be familiar with the Platform API and use it in your own deployment.

Third-party technologies

Although you will use multiple technologies in this tutorial, you will remain almost entirely within the �۶���Ƶ ecosystem. In your own Platform implementation, you will likely integrate Platform with specific third-party technologies. To keep this tutorial relevant for all customers, we will use a more generic implementation.

Tutorial updates

Now let’s move on to the first lesson—configure permissions.