Customer Data (CCA)

13 Nov 2024
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Customer Data (CCA)

Updated on 13 Nov 2024
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The Customer Data Data Extension can be used to add or update customer data within Relay. Customer data is used to validate customers attempting to form connections, to personalize messaging and to aid in audience segmentation and branding. This data extension formats the data for Relay batch file or Relay API triggered customer data updates. The Relay Custom Activity in SFMC Journey Builder does not source data from this data extension.

Setting Up the Automation

Step #	Description	Salesforce Marketing Cloud
1	Complete the SQL Mapping Worsksheet. Note: For details on each data field and the required format, please see the Data Fields section below this table.	Customer Data 31.00 KB
2	Open Journey Builder > Automation Studio.
3	Select the Activities tab and open the list of SQL Queries.
4	Select the Relay Customer Data SQL Query and select the edit icon (pencil).
5	Edit the SQL Activity shell. All tablename.fieldname entries must be updated (or removed) based on your entries in the mapping worksheet. The Test table name must be replaced with the actual table name where the data will be pulled from. (If more than one table is used to obtain data, a properly coded SQL 'join' statement can be used.)
6	Click through to save the updated query. Schedule the automation.

Data Fields

Field Name	Data Type	Notes
CCID	Text (100)	Primary Key. Required. Uniquely identifies a Client’s Customer
PRODUCT_GROUP	Text (100)	Required. The product group Id assigned to the Customer. A Customer can only be assigned to a single product group.
SECONDARY_ACCOUNT_ID	Text (100)	Optional. Alternate account number used for validation when CCID contains characters or symbols OR CCID is unknown to Customers.
FIRST_NAME	Text (100)	Optional. The first name of the Customer
MIDDLE_NAME	Text (100)	Optional. The middle name of the Customer
LAST_NAME	Text (100)	Optional. The last name of the Customer
ADDRESS1	Text (100)	Optional. Identifies the first line of the Customer address
ADDRESS2	Text (100)	Optional. Identifies the second line of the Customer address.
CITY	Text (100)	Optional. Identifies city of the Customer address.
STATE_PROVINCE	Text (2)	Optional. Identifies state or province of the Customer address
POSTAL_CODE	Text (100)	Optional. Identifies postal code of the Customer address
COUNTRY	Text (2)	Optional. Identifies country of the Customer address.
DATE_OF_BIRTH	Date	Optional. Identifies the date of birth of the Customer. Format: yyyy-mm-dd
SSN_LAST4	Text (4)	Optional. Contains the last 4 digits of the Customer social security number.
GENDER	Text (1)	Optional. Identifies the gender of the Customer.
EXT_xxx	Text (100)	Optional. Client defined, extensible properties to be stored with the Customer record. Each extensible property must be prefixed with EXT_. Custom EXT_ properties are provided by the Client Zero or more EXT_ properties can be provided Different EXT_ properties can be provided for each Customer The maximum length of each EXT_ property is 100 characters

Field Name

Data Type

Notes

CCID

Text (100)

Primary Key. Required. Uniquely identifies a Client’s Customer

PRODUCT_GROUP

Text (100)

Required. The product group Id assigned to the Customer. A Customer can only be assigned to a single product group.

SECONDARY_ACCOUNT_ID

Text (100)

Optional. Alternate account number used for validation when CCID contains characters or symbols OR CCID is unknown to Customers.

FIRST_NAME

Text (100)

Optional. The first name of the Customer

MIDDLE_NAME

Text (100)

Optional. The middle name of the Customer

LAST_NAME

Text (100)

Optional. The last name of the Customer

ADDRESS1

Text (100)

Optional. Identifies the first line of the Customer address

ADDRESS2

Text (100)

Optional. Identifies the second line of the Customer address.

CITY

Text (100)

Optional. Identifies city of the Customer address.

STATE_PROVINCE

Text (2)

Optional. Identifies state or province of the Customer address

POSTAL_CODE

Text (100)

Optional. Identifies postal code of the Customer address

COUNTRY

Text (2)

Optional. Identifies country of the Customer address.

DATE_OF_BIRTH

Date

Optional. Identifies the date of birth of the Customer. Format: yyyy-mm-dd

SSN_LAST4

Text (4)

Optional. Contains the last 4 digits of the Customer social security number.

GENDER

Text (1)

Optional. Identifies the gender of the Customer.

EXT_xxx

Text (100)

Optional. Client defined, extensible properties to be stored with the Customer record. Each extensible property must be prefixed with EXT_. Custom EXT_ properties are provided by the Client Zero or more EXT_ properties can be provided Different EXT_ properties can be provided for each Customer The maximum length of each EXT_ property is 100 characters

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