Curriculum
The day-to-day work of operating a Customer Data Platform — ingestion, identity resolution, segmentation, activation, query, journey orchestration, analytics — presented as vendor-neutral tasks with side-by-side implementations across the major CDP architectures. Compare how each vendor approaches the same operational outcome before you commit to a path.
Each task is grounded in cited knowledge-graph nodes — browse the underlying corpus at /agent.
Status: phase-4-hightouch-ingested · Environment setup, demo system, web/mobile ingestion, Profile Viewer, REST via Postman, Debugger extension.
Provision the SDK-based collection pipeline — tag properties, datastreams, and edge routing — needed to capture web and mobile events and forward them to a customer data store.
Vendors: adobe-experience-platform
Generate and observe real behavioral events — anonymous browsing, account registration, mobile interactions — flowing into a unified profile with cross-device identity stitching.
Vendors: adobe-experience-platform
Verify that behavioral events, profile attributes, and segment memberships are correctly unified and accessible through the platform UI, a REST API client, and a browser-based event debugger.
Vendors: adobe-experience-platform
Status: phase-4-hightouch-ingested · POC pre-approval: principal will review concrete taxonomy via /curriculum after Phase 2 lands.
Set up a tag management property with a client-side SDK extension, define data elements and rules, wire them to an edge routing configuration, and publish the library to a deployment environment.
Identify which field groups are required for a given event type, add the mandatory SDK mixin, configure identity fields, enable the schema for the real-time profile store, and validate payload shape using a browser debugger.
Vendors: twilio-segment · hightouch
Status: phase-4-hightouch-ingested · POC pre-approval: principal will review concrete taxonomy via /curriculum after Phase 2 lands.
Design XDM schemas for both profile and event data by selecting appropriate field groups, defining primary and secondary identity fields with namespace assignments, enabling schemas for profile ingestion, and creating linked datasets that hydrate the real-time customer profile.
Vendors: adobe-experience-platform · snowflake · hightouch
Upload a structured file (CSV, JSON, Parquet) to a cloud staging area or use a UI workflow to map source columns to XDM fields and load records into a platform dataset as a completed batch.
Vendors: snowflake · census
Configure an XDM-mapped streaming endpoint or SDK launch rule to deliver behavioral events to the platform in real time, verifying arrival through dataset monitoring.
Vendors: snowflake · census
Status: phase-4-hightouch-ingested · POC pre-approval: principal will review concrete taxonomy via /curriculum after Phase 2 lands.
Author a segment definition combining profile attributes and behavioral event criteria, preview the estimated audience size, save the definition for reuse, and optionally export segment membership to a dataset or downstream activation destination.
Vendors: adobe-experience-platform · twilio-segment · hightouch
Define identity namespaces, designate primary and secondary identity fields on XDM schemas, and validate that the identity graph correctly links profile fragments from multiple datasets and channels into a single unified profile.
Vendors: adobe-experience-platform · snowflake · hightouch
Use the Platform Profile API with a namespace and identity value to retrieve a merged profile record programmatically, confirming that attributes, events, and segment memberships from all source datasets are correctly unified and accessible to external applications.
Vendors: adobe-experience-platform · twilio-segment · hightouch
Status: phase-4-hightouch-ingested · POC pre-approval: principal will review concrete taxonomy via /curriculum after Phase 2 lands.
Connect to the platform's SQL-accessible query layer, enumerate available dataset tables, write standard SQL using XDM dot-notation field paths to retrieve and aggregate event or profile data, and interpret the results for analytical decision-making.
Vendors: snowflake
Convert an ad-hoc analytical query into a scheduled, persisted CTAS query that writes results to a named derived dataset, then connect a BI tool or downstream system to that dataset for repeatable reporting or activation.
Vendors: snowflake · census
Status: phase-4-hightouch-ingested · POC pre-approval: principal will review concrete taxonomy via /curriculum after Phase 2 lands.
Define and run an algorithmic model that assigns fractional revenue or conversion credit across all touchpoints in a customer journey.
Vendors: snowflake · census
Set up a machine-learning model that predicts the likelihood of a customer performing a target action, using historical behavioral event data.
Vendors: adobe-experience-platform · snowflake · census
Status: phase-4-hightouch-ingested · POC pre-approval: principal will review concrete taxonomy via /curriculum after Phase 2 lands.
Ingest externally defined audiences into the CDP and create actionable segments from them, or export internally defined audiences to external platforms for bidirectional sharing.
Vendors: adobe-experience-platform · hightouch · census
Define a reusable audience by composing attribute and behavioral rules against unified profile data, then publish it for downstream activation.
Vendors: adobe-experience-platform · twilio-segment · hightouch
Connect a CDP to an external marketing or advertising platform so that audience membership changes are delivered in real time or on a scheduled basis.
Vendors: adobe-experience-platform · hightouch · census
Status: phase-4-hightouch-ingested · POC pre-approval: principal will review concrete taxonomy via /curriculum after Phase 2 lands. Likely aep-locked path.
Define the XDM event schema and payload that triggers a customer journey, and set the frequency-capping, re-entry, and suppression rules that govern journey execution safety.
Compose a stateful, event-triggered sequence of personalized actions — messages, waits, conditions — that a customer traverses in real time based on their behavior.
Status: phase-4-hightouch-ingested · POC pre-approval: principal will review concrete taxonomy via /curriculum after Phase 2 lands. Likely aep-locked path.
Configure a real-time REST API connection that enriches a customer journey with contextual data — such as weather, inventory, or loyalty balance — fetched at the moment of journey execution.
Define a custom action endpoint that allows a customer journey to deliver personalized messages or trigger workflows in external systems such as SMS providers, Slack, or custom webhooks.
Vendors: hightouch · census
Status: phase-4-hightouch-ingested · POC pre-approval: principal will review concrete taxonomy via /curriculum after Phase 2 lands. Likely aep-locked path.
Build a catalog of personalized and fallback offers, define profile-based eligibility rules, assemble those offers into decision scopes, and publish the decision for real-time delivery.
Vendors: adobe-experience-platform · hightouch · census
Status: phase-4-hightouch-ingested · POC pre-approval: principal will review concrete taxonomy via /curriculum after Phase 2 lands. Likely aep-locked path.
Define streaming entry events with schema-matched payloads, assemble a journey canvas that routes profiles through conditional actions, and publish the journey for real-time execution.
Vendors: adobe-experience-platform · hightouch · census
Status: phase-4-hightouch-ingested · POC pre-approval: principal will review concrete taxonomy via /curriculum after Phase 2 lands.
Stitch behavioral data from web, voice, and call-center channels into a unified person-level connection, define a data view with dimensions and metrics, and surface journey funnels and flow visualizations in an analysis workspace.
Vendors: adobe-experience-platform · snowflake · hightouch
Compose reusable calculated metrics from base XDM event fields, select attribution models and lookback windows, and apply them inside workspace analyses to measure the contribution of each journey touchpoint.
Vendors: adobe-experience-platform · snowflake · hightouch
Status: phase-4-hightouch-ingested · POC pre-approval: principal will review concrete taxonomy via /curriculum after Phase 2 lands.
Join a GA4-sourced event dataset with a loyalty profile dataset on a shared key, build an analysis workspace with attribution-aware freeform tables and funnel visualizations, and derive actionable conversion insights from the combined data.
Vendors: adobe-experience-platform · snowflake · hightouch
Authenticate a cloud data warehouse via OAuth, map its event table fields to a target schema, configure a delta-based ingestion schedule, and launch the dataflow to land GA4 behavioral data in the platform.
Vendors: adobe-experience-platform · snowflake · census
Status: phase-4-hightouch-ingested · POC pre-approval: principal will review concrete taxonomy via /curriculum after Phase 2 lands.
Define and authenticate a real-time streaming endpoint in a CDP platform so that audience segment qualifications can be delivered continuously to downstream consumers.
Vendors: adobe-experience-platform · hightouch · census
Trigger a segment qualification event and confirm that the correct payload — with appropriate membership status — arrives at the configured downstream streaming endpoint within the expected latency window.
Vendors: adobe-experience-platform · hightouch · census
Status: phase-4-hightouch-ingested · POC pre-approval: principal will review concrete taxonomy via /curriculum after Phase 2 lands.
Create a server-side data collection property with data elements and rules that intercept edge network traffic and forward selected XDM event fields to external endpoints without client-side code execution.
Vendors: adobe-experience-platform · snowflake · hightouch
Extend a server-side forwarding property to deliver filtered event data from the edge network to multiple external destinations such as analytics services, cloud functions, and advertising platforms.
Vendors: adobe-experience-platform · snowflake · hightouch
Status: phase-4-hightouch-ingested · POC pre-approval: principal will review concrete taxonomy via /curriculum after Phase 2 lands.
Install and configure a Kafka Connect sink connector that continuously reads messages from Kafka topics and delivers them as XDM experience events to a streaming ingestion endpoint in real time.
Vendors: adobe-experience-platform · snowflake · census
Produce a test event through a streaming pipeline, confirm end-to-end delivery and schema compliance at the ingestion endpoint, and verify the event appears on the target profile or dataset within the expected latency window.
Vendors: adobe-experience-platform · snowflake · census