Exercise 3: Ingest Customers from Amazon S3

In this exercise, you’ll ingest Pronto customer data from Amazon S3 into Data 360, then map it to the Customer 360 Data Model so it can be unified with CRM Contacts.

Step 1: Create the Customer data stream

In this step, you'll create a data stream that ingests Customers from Amazon S3.

1. Using the App Launcher, open the Data Cloud application.

2. Click the Data Streams tab.

3. Click New.

4. Under Other Sources, click Amazon S3, and click Next.

5. Configure the data stream with the following values:

   Field	Value
   Connection	Pronto S3 Connection
   File Type	CSV
   Import from Directory	Leave blank
   File Name	pronto_customer_accounts.csv
   Source	Leave the default value: AwsS3_Pronto_S3_Connection

   

6. Click Next.

7. Continue configuring the data stream (keep the default values for any fields not listed below):

   Set the object values:

   Field	Value
   Data Lake Object Label	Customer Accounts
   Data Lake Object API Name	Keep default

   Set the properties:

   Field	Value
   Category	Profile
   Primary Key	customerId

   Update the field types:

   Field	Value
   Email Data Type	Email
   Mobile Phone Data Type	Phone
   Member Number Data Type	Text

   Use the screenshot below to make sure you set all the right values.

   

8. Click Next.

9. Keep the default values, and click Deploy.

10. Click the Data Lake Objects tab, and notice that a Customer Accounts data lake object (DLO) has been created.

Step 2: Map the Customer Accounts data lake object

In this step, you'll map the Customer Accounts data lake object to the Customer 360 Data Model objects.

1. Click the Data Lake Objects tab, and click the Customer Accounts data lake object.

2. Click the Start button in the Data Mapping panel on the right.

3. In the Data Model entities panel on the right, click the Select Objects button.

4. In the Select Objects panel, search for the Individual object and click the + button. If the section expands, click the + button again. Make sure that you see the green tick before moving to the next step.

   

5. Now search for the Contact Point Email object and click the + button. If the section expands, click the + button again. Make sure that you see the green tick before moving to the next step.

   

6. Click Done.

7. Make sure that you see the two data model objects you selected on the right-hand side: Contact Point Email and Individual. The First Name and Last Name fields from the Customer Accounts DLO may be mapped automatically to the First Name and Last Name fields of the Individual DMO.

   

8. Apply the following mappings by first clicking the field that you want to map on the left, and then clicking the field that you want to map it to on the right. Some of the fields you need will be in the Unmapped section of each DMO. You can easily find a field by using the Search box to narrow down the list.

   Data Lake Object	DLO Field	→	Data Model Object	DMO Field
   Customer Accounts	Customer Id	→	Contact Point Email	Contact Point Email Id
   Customer Accounts	Customer Id	→	Contact Point Email	Party
   Customer Accounts	Email	→	Contact Point Email	Email Address
   Customer Accounts	Customer Id	→	Individual	Individual Id
   Customer Accounts	First Name	→	Individual	First Name (mapped by default)
   Customer Accounts	Last Name	→	Individual	Last Name (mapped by default)

9. Make sure that your mappings are correct using the screenshot below as a reference.

   

10. Click Save & Close. You can ignore any warnings about logging.

Summary

In this exercise, you created a data stream to ingest customer data from Amazon S3 into a Customer Accounts data lake object (DLO). You then mapped the DLO's fields to the corresponding fields in the Customer 360 Data Model.

Salesforce Contacts and S3 Customers are now available from the same data model object: Individual (and its related objects like Contact Point Email and Contact Point Phone). This will make it easy to access and act on customer data in a consistent way.