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Creating your customer class

Updated on October 19, 2020

To support loading customer data, create a customer class that extends the base customer class and has as its only key the property that you identified in Defining the customer class. The default customer class key is CustomerID.

  1. In the Dev Studio header search text field, enter PegaMarketingFS-Data-Customer. From the results, select the PegaMarketingFS-Data-Customer class.
  2. Click Save as.
  3. Enter the name for the new customer class, and then click Create and open.
    For example: MyCo-Data-Customer
  4. In the Keys section, ensure that only the correct key property is listed.
    The default customer class key is CustomerID.
  5. In the Class inheritance section, select the Find by name first (Pattern) check box, and then as the parent class, enter PegaMarketingFS-Data-Customer.
  6. On the External Mapping tab of the class rule, specify the properties available on the customer record and their backing columns in the customer table. Ensure that these mappings satisfy the following guidelines:
    • The column name does not exceed 27 characters
    • The property name starts with a period
    • The table contains no empty rows
    Important: Ensure that the following properties are mapped in the customer class: CustomerID (class key) the correct customer class key, PartitionKey (if partitioning is enabled), pyEmail1 (used by outbound email), and pyMobilePhone (used by outbound SMS).
  7. Click Save.

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