Adobe Implementation Playbook

Reference

Reference

Key terms and sources

109 key terms across all tools and skills, each linked to the official Adobe or Tableau documentation page.

AEP

TermWhat it is
XDM (Experience Data Model)Adobe's standard data model; every schema in AEP is built on it.
Schema compositionHow classes, field groups and data types combine into a schema.
ExperienceEvent classTime-series class for events; requires _id and timestamp.
Data modeling best practicesAdobe guidance on choosing classes, entities and relationships.
Identity fieldsMarking schema fields as identities and primary identity.
Identity graph viewerInspect which identities are linked to one person.
Identity Graph Linking RulesUnique namespaces and namespace priority to stop graph collapse.
DatasetsStorage containers for data that follows one schema.
Source connectorsBatch and streaming connectors that bring data into AEP.
Data PrepMapping and transforming source fields into XDM on ingestion.
Streaming ingestionSending records to AEP in near real time.
Real-Time Customer ProfileThe merged, real-time view of each customer.
Query Service SQLSQL syntax and functions for querying AEP datasets.
Sandbox toolingPackages that move configuration between sandboxes.
AEP glossaryAdobe's official definitions of AEP terms.

Adobe Analytics

TermWhat it is
eVar (dimension)Conversion variables that persist and take credit.
eVar admin settingsAllocation, expiration and other eVar settings.
Merchandising eVarsBinding eVar values to products.
Processing rulesTransforming data as it is collected.
Processing orderThe order Analytics applies rules and settings.
ClassificationsAdding metadata to variable values.
Bot rulesConfiguring bot filtering in a report suite.
Marketing channelsChannel rules and last-touch attribution.
Analysis WorkspaceAdobe's main reporting and analysis tool.
Analytics termsGlossary of Adobe Analytics terms.

Launch (Tags)

TermWhat it is
Tags quick startGetting started with properties, rules and libraries.
Data elementsReusable variables that read values from the page.
RulesEvents, conditions and actions that drive tags.
Publishing flowHow libraries move from Development to Production.
Web SDK tag extensionGetting started with the Web SDK extension.
DatastreamsEdge Network configuration that routes Web SDK data.
sendEventThe Web SDK command that sends XDM events.
_satellite objectTags client-side JavaScript helpers.
Experience Platform DebuggerBrowser extension for inspecting Adobe calls.
Assurance event transactionsFollowing events through the Edge Network.

Marketo

TermWhat it is
Marketo glossaryOfficial Marketo Engage terms.
Setup stepsInitial Marketo setup checklist.
Configure protocolsDomains, tracking and protocols.
SPF and DKIMEmail authentication for deliverability.
Munchkin lead trackingWeb tracking with Munchkin.
Smart campaignsUnderstanding smart campaigns.
Lead scoring programBuilding a scoring program.
Salesforce sync setupConnecting Marketo and Salesforce (from your board).

RTCDP

TermWhat it is
Get started with Real-Time CDPAdobe's overview of RTCDP and its workflow.
Segmentation ServiceHow audiences are built and evaluated.
Audience Builder (formerly Segment Builder)The UI for building audience rules.
Audiences FAQCommon questions about audiences and evaluation.
Merge policiesRules for combining profile fragments.
Data Governance in RTCDPLabels, policies and enforcement.
Automatic policy enforcementHow policies are checked at activation.
Audience activation blueprintReference architecture for activating audiences.
Adobe Target destinationSharing audiences with Target for personalization.
Create destinations and activate dataTutorial from your board.

AEM

TermWhat it is
Cloud ManagerPrograms, environments and pipelines.
AEM Cloud Service architectureAuthor, publish, dispatcher and CDN.
Deploying to AEM Cloud ServiceHow code reaches AEM.
Editable templatesTemplates built by template authors.
Core ComponentsAdobe's standard component library.
Content FragmentsStructured, channel-neutral content.
Experience FragmentsReusable designed page sections.
AssetsAEM Assets (DAM) as a Cloud Service.
WKND tutorialAdobe's hands-on AEM tutorial (from your board).

Target

TermWhat it is
Target key conceptsHow Target works.
Activity typesA/B, XT, Auto-Allocate, AP, MVT and more.
A/B testsA/B test activities in Target.
Create an A/B testStep-by-step A/B test setup (from your board).
Activity QAQA links and preview.
A4T activitiesCreating activities that use Analytics for Target.
Enterprise permissionsProperties and workspaces.
Target destination in AEPSharing AEP audiences with Target.

AJO

TermWhat it is
Channel configurationGetting started with AJO channel configuration.
Delegate email subdomainsSubdomain delegation for sending email.
Journey eventsUnitary, business and other events that start journeys.
Configure a unitary eventSetting up person-level trigger events.
Journey typesChoosing between journey and campaign types.
Test your journeyTest mode and test profiles.
Business rule setsFrequency capping with rule sets.
Decision itemsOffers used in decisioning.
Action activityActions in journeys, including custom actions.
Guardrails and limitationsProduct limits to design around.

CJA

TermWhat it is
CJA guideCustomer Journey Analytics documentation home.
ConnectionsBringing AEP datasets into CJA.
Data viewsReporting-time settings on a connection.
Create a data viewStep-by-step data view setup.
Derived fieldsReporting-time dimensions and metrics.
Validate stitchingChecking identity stitching results.
AttributionAttribution models in CJA.
Calculated metricsBuilding calculated metrics.
CJA vs. Analytics featuresFeature comparison between the two products.
Data view basics (tutorial)Tutorial from your board.

SQL

TermWhat it is
Query Service SQL syntaxSupported SQL in Query Service.
SQL referenceFunctions and commands.
Nested data structuresQuerying nested XDM fields.
Writing queriesBest practices for running queries.
Output datasetsSaving query results as datasets.

JSON

TermWhat it is
XDM system overviewHow XDM schemas are defined.
XDM field dictionaryStandard XDM fields.
Schema Registry APIManaging schemas with JSON over the API.
Streaming ingestion APISending JSON records to AEP.

JavaScript

TermWhat it is
_satellite objectTags client-side helpers.
_satellite.track()Triggering direct call rules.
_satellite.setVar()Setting custom variables.
sendEventThe Web SDK command.
Web SDK action typesActions available in the Web SDK extension.

Tableau

TermWhat it is
Types of calculationsBasic, LOD and table calculations.
LOD expressionsLevel of Detail expressions overview.
FIXED LODFIXED Level of Detail expressions.
ParametersCreating parameters.
RelationshipsHow analysis works with related tables.