DocumentationReal-Time Customer Data Platform Guide

Step 1: Model B2B Data

Last update: Wed Sep 17 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

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Modeling data for B2B use cases is more involved than for B2C because you need to define the structure for both people and accounts, as well as the relationship between them.

Adobe Experience Platform provides a set of standard B2B classes and field groups to simplify this process.

In this step, you will create the necessary schemas to represent:

  • People (leads/contacts)
  • Companies (accounts)

1. Create B2B Schemas

You will need to create several schemas based on standard B2B classes:

  1. Navigate to Data Management > Schemas

  2. Select Create Schema and choose:

    • XDM Business Account class
    • Schema Name: B2B Account Schema
    • Add the B2B Account Details field group
    • Save the schema

  3. Create another schema:

    • XDM Business Person class
    • Schema Name: B2B Person Schema
    • Add the B2B Person Details field group
    • Save the schema

  4. You will also need schemas for marketing activities.
    Create schemas based on the following classes, each with its standard field group:

    • XDM Business Campaign
      Schema Name: B2B Campaign Schema

    • XDM Business Opportunity
      Schema Name: B2B Opportunity Schema

2. Define a Relationship Between Schemas

The key to B2B functionality is linking people to accounts. You will do this by defining a schema relationship:

  1. Open the B2B Person Schema you created.

  2. Select the schema’s name in the main canvas.

  3. In the right panel, go to the Relationship tab.

  4. Select Add relationship.

  5. In the Create relationship dialog:

    • For Reference schema, select your B2B Account Schema.

    • The system will auto-populate the relationship fields using the standard B2B field groups.

    • The Relationship type will be:

      code language-none 
      XDM Business Account Person Relation

    Relationship Dialog

  6. Select Save to create the relationship.

3. Enable Schemas for Profile

Just like in the B2C tutorial, you must enable your core schemas for use in Real-Time Customer Profile:

  1. Open your B2B Account Schema
    • In Schema properties, toggle ON the Profile switch
  2. Open your B2B Person Schema
    • In Schema properties, toggle ON the Profile switch
  3. Save both schemas

You have now created the necessary data blueprints to ingest and unify B2B data.

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