End-to-End Tutorial (B2B)
B2B Edition Tutorial Overview
This tutorial guides you through a complete end-to-end workflow using the Real-Time CDP B2B Edition.
While the overall data journey is similar to the B2C model, the B2B edition introduces concepts that are critical for account-based marketing:
- Accounts
- Relationships between people and those accounts
Our Goal for this Tutorial
By the end of this workflow, you will have accomplished a complete B2B use case. You will:
- Model data for people and accounts
- Ingest data from a B2B source
- View the unified person and account profiles
- Build a multi-entity audience, such as:
“All marketing decision-makers at accounts in the technology industry.”
B2B Concepts vs. B2C
The B2B Edition is specifically designed to understand and act on these complex relationships.
Prerequisites
Before you begin, ensure you have the following:
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✅ Access to Real-Time CDP B2B Edition
Your organization must be licensed for the B2B Edition. -
✅ Appropriate Permissions
You will need permissions to manage B2B-specific:- Schemas
- Datasets
- Profiles
- Audiences
Please contact your system administrator if you are unsure.
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✅ Access to a Development Sandbox
It is strongly recommended that you complete this tutorial in a development sandbox. -
✅ Understanding of Core Concepts
You should be familiar with the terms covered in the Core Concepts Unpacked chapter, as this tutorial builds directly on them.