B2B Source data type

Last update: 2025-04-02
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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 Experience 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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