Documentation Journey Optimizer B2B Journey Optimizer B2B Edition Documentation

Setup checklist

Last update: Thu Apr 16 2026 00:00:00 GMT+0000 (Coordinated Universal Time)

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Admin
Developer

Adobe Journey Optimizer B2B Edition is built on Adobe Experience Platform. With this implementation, Journey Optimizer B2B Edition and Marketo Engage are not on the same system and same data store. Journey Optimizer B2B Edition receives data from Adobe Experience Platform. However, it continues to rely on Marketo Engage entitlements and some backend features, such as email delivery, to provision and configure the system.

This implementation is the foundation that unlocks capabilities in Journey Optimizer B2B Edition:

Easily unify and scale your data: The platform supports complex data models, including custom objects, buying groups, and account events.
Connect multiple Adobe Marketo Engage instances: Manage and unify data from several Marketo Engage environments in one place.
Keep your data safe: Advanced privacy and security features that help protect your customer information. (Coming soon)
Built for the future: This setup supports ongoing improvements and innovation.

Use the following guidelines for configuration.

Use this checklist to complete Journey Optimizer B2B Edition setup.

1. Generate B2B namespaces and schemas

Task

Details and instructions

Environment setup:

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Download the namespace and schema auto-generation utility from GitHub.

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Gather Experience Platform API credentials and required headers.

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Apply environment values to your Postman environment.

Run the scripts:

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Run the Namespaces and Schemas generation utility in Postman and confirm namespaces and schemas are created.

2. Configure XDM fields and events

Task

Details and instructions

Standard XDM classes: Set up XDM Individual Profile and XDM Business Account classes.

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Select managed fields to expose for journeys, buying groups, and email personalization.

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Edit updatable fields for schemas.

Relational schemas: Select relational XDM class (Account many-to-one Custom Object).

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Ensure that schemas have the required configuration values.

Events: Configure Experience Platform event types and fields.

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Configure each Experience Platform event type with fields to be supported in journey decisioning/split paths.

3. Configure tracking and email deliverability

To send emails from Journey Optimizer B2B Edition, configure the email tracking and deliverability in the attached Marketo Engage production instance and in the Journey Optimizer B2B Edition app.

Task

Details and instructions

Initial setup for the attached Marketo Engage instance

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Configure new CNAME for Tracking Links in DNS records

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Configure branding domains for the attached Marketo Engage instance

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Configure DKIM and SPF to the attached Marketo Engage instance

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Set up DMARC

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Set up MX records for your domain

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Add outbound IP addresses to allowlists

Email setup for the attached Marketo Engage instance

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Configure From Email and From Label (optional)

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Configure Unsubscribe HTML and Unsubscribe Text

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Configure View as Web Page HTML and View as Web Page Text

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Configure Custom Object Retrieval Limits

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Configure Custom Header Options

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Configure Bot Activity filtering

Email channel configuration for Journey Optimizer B2B Edition

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Configure Communication Limits in Journey Optimizer B2B Edition

4. Configure additional content channels

To support marketers for including other channels in their journeys, configure additional channels.

Task

Details and instructions

SMS channel configuration for Journey Optimizer B2B Edition.

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Configure each SMS account that you want to support.

Landing pages (Beta) channel configuration for Journey Optimizer B2B Edition.

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Complete the landing page settings to support marketers who author and publish these pages

Web (Beta) channel configuration for Journey Optimizer B2B Edition

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Configure your business website to support the Adobe Experience Platform Web SDK.

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Add web properties by a URL where the content is delivered.

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Instruct web experience authors to install the Adobe Experience Cloud Visual Editing Helper browser extension.

5. Connect Marketo Engage instance to support journey actions (optional)

If you plan to supplement Journey Optimizer B2B Edition capabilities with campaigns and programs in Marketo Engage, set up support for Marketo Engage actions. These action allow your marketing teams to coordinate their account-based marketing in Journey Optimizer B2B Edition and lead-based marketing efforts in Marketo Engage.

Task

Details and instructions

For each Marketo Engage instance to support journey actions

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Create the Marketo Engage custom service

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Add the integration in Journey Optimizer B2B Edition

6. Enable user access

When provisioning is complete, sandboxes are bound, and initial setup tasks are complete, configure Journey Optimizer B2B Edition and Marketo Engage access for your team and users.

Task

Details and instructions

Provide product access and permissions for users

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Create a Marketo Engage product profile in the Adobe Admin Console (new Marketo Engage instance only)

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Add a user group for the profile

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Configure B2B user roles

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Add users or groups to the roles

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