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Create a new connection in Customer Journey Analytics.

Enter a descriptive name and description for the connection.

Select Account as the Primary ID.

Select all Optional containers.

Select your preferred sandbox and estimate the average number of daily events.

Select Add datasets and add the B2B datasets that contain the data for events, accounts, persons and SKUs.

Select Next to configure the settings for each of the selected datasets.

For the event dataset, ensure you select the appropriate fields that correspond to the identities for Account ID, Global Account ID, Opportunity ID, Buying Group ID and Person ID.

Scroll down to configure the account records dataset. Ensure you select the correct identifier (Account_ID) to match the account by the Global Account container. Select the correct identifier (Account_ID) as the Global Account field.

Scroll down to configure the person records dataset. Ensure you select the correct key (Person_ID) to match the person by the Person container. Select the appropriate identity (Profile_Account_ID_Individual) to match the Global Account field.

Scroll down to configure the SKU records dataset. Ensure you select the correct key (Sku). Select Match by field because no container is configured or available for this data. Select the SKU field in the event dataset(SKU (event datasets)) as the matching key.

Select Add datasets to save the datasets and their configured settings.

Select Save to save the connection.

Create a new data view in Customer Journey Analytics.

Select the connection you previously created (for example: B2B Demo Connection (ExL)).

Provide a name for the data view. For example: B2B Demo Data view (ExL) and optionally a description.

Optionally, rename the containers. Or stick with the default container names.

Select Save and continue.

Add all event dimensions that you have defined in the solution design reference, to the dimension components in your data view. For example, the field Event Name, which represents the Event Name dimension. Ensure you configure the dimension component through the available Component settings.

Add all event metrics that you have defined in the solution design reference to the metrics components in your data view. For example, the field SQL Qualified, which represents the SQL Qualified metric. Ensure you configure the dimension component through the available Component settings.

Add all account dimensions that you have defined in the solution design reference to the dimension components in your data view. For example, the field Industry, which represents the Industry dimension. Ensure you configure the dimension component through the available Component settings.

Add all account metrics that you have defined in the solution design reference to the metrics components in your data view. For example, the field Number_of_Employees, which represents the Number_of_Employees metric. Ensure you configure the dimension component through the available Component settings.

Add all person dimensions that you have defined in the solution design reference to the dimension components in your data view. For example, the field Category_1_Affinity_Level, which represents the Category_1_Affinity_Level dimension. Ensure you configure the dimension component through the available Component settings.

Add all person metrics that you have defined in the solution design reference to the metrics components in your data view. For example, the field Category_1_Affinity_Score, which represents the Category_1_Affinity_Score metric. Ensure you configure the dimension component through the available Component settings.

Add all SKU dimensions that you have defined in the solution design reference to the dimension components in your data view. For example, the field Service Category, which represents the Service Category dimension. Ensure you configure the dimension component through the available Component settings.

Select Save and Continue.

You can optionally define specific settings for the data view:

• Add segments to the data view.
• Use a (calculated) metric to define session settings.

Select Save and continue.