DocumentationExperience PlatformExperience Data Model (XDM) Guide

B2B Source data type

Last update: Fri Dec 15 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

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B2B Source is a standard Experience Data Model (XDM) data type that represents a composite identifier for a B2B entity (such as an account, an opportunity, or a campaign).

When relying solely on string-based identifiers, there can be overlaps between IDs across multiple systems (for example, an opportunity could be given a string ID on one CRM system, but that same ID could refer to a completely different opportunity). This can result in data conflicts when merging data in Real-Time Customer Profile.

The B2B Source data type allows you to to use the original string ID of an entity and combine it with source-specific contextual information to ensure that it remains wholly unique in the Platform system regardless of the source it originated from.

B2B Source Structure

Property
Data type
Description
sourceID
String
A unique ID for the source record.
sourceInstanceID
String
The instance or organization ID of the source data.
sourceKey
String
A unique identifier composed of the sourceId, sourceInstanceId, and sourceType concatenated together in the following format: [sourceID]@[sourceInstanceID].[sourceType].

Some source connectors like Marketo concatenate this value automatically for certain identifiers. Others must be concatenated manually using the Data Prep concat function, for example: concat(id,"@${ORG_ID}.Marketo")
sourceType
String
The name of the platform that provides the source data.

For more details on the data type, refer to the public XDM repository:

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