Capturing Profile Data | Customer Data Platform Developer Guide

Before profile data can be sent to Customer Data Platform:

The Customer Data Platform Module for the Engagement Mobile SDK must be configured and initialized.
Consent to track must be granted.

Setting Profile Attributes

iOS

1import Cdp
2import SFMCSDK
3
4...
5
6let profileAttributes = [
7  "email": "user@domain.com",
8  "username": "user01"
9]
10SFMCSdk.identity.setProfileAttributes([.cdp: profileAttributes])

Android

1import com.salesforce.marketingcloud.sfmcsdk.SFMCSdk
2import com.salesforce.marketingcloud.sfmcsdk.modules.ModuleIdentifier.CDP
3
4...
5
6val profileAttributes = mapOf(
7  "email" to "user@domain.com",
8  "username": "user01"
9)
10SFMCSdk.requestSdk { sdk ->
11  sdk.identity.setProfileAttributes(profileAttributes, CDP)
12}

When a profile attribute changes, the Customer Data Platform Module triggers an identity profile event containing all the attributes that have been set. These attributes can be set to any name and value pair.

Supported Customer 360 Data Model Models

The Identity Schema provided by the recommended Mobile Connector schema for Customer Data Platform contains profile attributes that support identity resolution features in Customer Data Platform when mapped to the appropriate Customer 360 Data Model.

Each identity event contains fields that can be mapped.

Individual
- firstName
- lastName
Software Application
- registrationId
- softwareApplicationName
Device
- advertiserId
- deviceType
- osName
Contact Point App
- registrationId

Device advertiserId

Starting with Android 13 (API level 33), permission is required to request the device's advertiserId. In Customer Data Platform 2.0.2, this permission is included by default. To prevent this permission from getting merged into your app, add this element to your AndroidManifest.xml:

1<uses-permission android:name="com.google.android.gms.permission.AD_ID" tools:node="remove"/>

Contact Points

Each supported contact point has a set of required attributes that must be provided to the SDK’s Identity API. After all attributes have been provided, the Customer Data Platform Module triggers a profile event contacting points, along with an identity event. The contact points and required attributes that trigger them are:

Contact Point Email Schema
- email
Contact Point Phone Schema
- phoneNumber
Contact Point Address Schema
- addressLine1
- city
- postalCode
- stateProvince
- country

Anonymous and Known Users

The Customer Data Platform Module considers all customers as known unless they’ve been explicitly identified as anonymous by setting the profile attribute isAnonymous=1. Conversely, setting isAnonymous=0 ensures the customers are considered known.

iOS

1import Cdp
2import SFMCSDK
3
4...
5
6// treat a profile as anonymous
7SFMCSdk.identity.setProfileAttributes([.cdp: ["isAnonymous": 1]])
8// or use this convenience function
9CdpModule.shared.setProfileToAnonymous()
10
11// treat a profile as known
12SFMCSdk.identity.setProfileAttributes([.cdp: ["isAnonymous": 0]])
13 // or use this convenience function
14 CdpModule.shared.setProfileToKnown()

Android

1// treat a profile as anonymous
2SFMCSdk.requestSdk { sdk ->
3  sdk.identity.setProfileAttribute("isAnonymous", 1, CDP) 
4}
5
6// treat a profile as known
7SFMCSdk.requestSdk { sdk ->
8  sdk.identity.setProfileAttribute("isAnonymous", 0, CDP) 
9}

Shared Party Identifiers

The Engagement Mobile SDK also supports sharing identifiers between modules that support other Salesforce systems for integration use cases. For example, match an individual using a mobile application that is instrumented with both Customer Data Platform and the Marketing Cloud MobilePush modules to send a push notification to a specific anonymous mobile user.

Anonymous MobilePush User

The identity event contains fields that can be mapped to the Party Identification model:

registrationId → Identification Number

Known MobilePush User

When the Marketing Cloud MobilePush module obtains a resolved identity for a mobile customer it sets a profileId using the SDK’s Identity API. The Customer Data Platform Module is notified of this change and sends a partyIdentification event with the following fields:

userId → Identification Number
IDName → Party Identification Name
IDType → Party Identification Type