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Semantic mappings (preview)

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  • 3 minutes to read

Note

The Semantic mappings page is available only for business environments (B-to-B) where contact profiles have already been created using this page. You can continue to create and manage the individual contact profiles using the Semantic mappings page. Or, unify your contact data to remove duplicates, identify matches across entities, and create one unified contact profile. You can then use the unified contact profile to create contact-level activities.

Semantic mappings let you map your non-activity data to pre-defined schemas. These schemas help Customer Insights to better understand your data attributes. Semantic mapping and the provided data enable new insights and features in Customer Insights. To map your activity data to the schemas, review the activities documentation.

Define a ContactProfile semantic entity mapping

  1. Go to Data > Semantic mappings (preview).

  2. Select Add semantic mapping to start the guided experience.

  3. In the Entity data step, set the values for the following fields:

    • Semantic entity mapping name: Name for your semantic entity mapping.
    • Source Entity: Entity that includes contact data.
    • Primary key: Field that uniquely identifies a contact record. It shouldn't contain any duplicate values, empty values, or missing values.

    Set up the semantic entity mapping with name, source entity, and primary key.

  4. Select Next.

  5. In the Relationships step, configure the details to connect your contact data to its corresponding account data. This step visualizes the connection between entities.

    There are two types of relationship paths that can be implemented: Direct relationships and Indirect relationships. For more information, go to direct and indirect relationship paths.

    1. Select Add Relationship to configure the relationship.

    2. Choose the attribute from your source entity that connects your contact entity to another entity.

    3. Choose the entity to connect your contact entity to. Choose an entity from the Account entities or the Intermediate entity section. If you select an intermediate entity, define a second relationship to connect to your target account entity.

      Select either an Account entity or an Intermediate entity.

    4. Provide a Relationship name. If a relationship between your entities already exists, the relationship name is read-only. If no relationship exists, a new relationship will be created with the name you provide.

    5. Select Apply to finish the relationship configuration.

    Note

    You can configure more relationships between the contact entity and other account entities with intermediate entities.

    Visualization of various relationships connect contact entities to account entities.

  6. Select Next.

  7. In the Set the semantic type step, choose a Semantic type. Currently, there's one Semantic Type called ContactProfile.

  8. Map your contact id to the ContactProfile semantic type Contact ID. Optionally, map other fields such as first name, last name, gender, or email.

    Map your contact data attributes to the provided required and optional fields.

  9. Select Next.

  10. In the Review step, review the configuration of the semantic mapping. To make changes, select Edit for the corresponding section.

  11. Select Save.

  12. To process the semantic mapping, select Run. Or select Close to save your semantic mapping without processing it. To run it later, select the semantic mapping and select Refresh.

Tip

There are statuses for tasks and processes. Most processes depend on other upstream processes, such as data sources and data profiling refreshes.

Select the status to open the Progress details pane and view the progress of the tasks. To cancel the job, select Cancel job at the bottom of the pane.

Under each task, you can select See details for more progress information, such as processing time, the last processing date, and any applicable errors and warnings associated with the task or process. Select the View system status at the bottom of the panel to see other processes in the system.

Manage existing semantic mappings

Go to Data > Semantic mappings (preview) to view your saved semantic mappings, their source entity, semantic type, mapping type, and status.

Options to manage semantic mappings.

Select the semantic mapping to view available actions.

  • Edit the current configuration. Select Save and Run to process the changes.
  • Refresh the semantic mapping to include the latest data. Refreshing any given semantic mapping will refresh all semantic mappings of the same type.
  • Rename the semantic mapping. Select Save.
  • Delete the semantic mapping. To delete more than one semantic mapping at once, select the semantic mappings and the delete icon. Select Delete to confirm the deletion.