Configure the Context Engine Mapper

Freigeben Version: Australia

Aktualisiert 12. März 2026

3 Minuten Lesedauer

After you have defined the data source, use the Context Engine Mapper to specify the record in the context table for which it is applicable.

The Context Engine Mapper is a framework that establishes mappings between source entities and their corresponding context entities, enabling the resolution of context-specific records based on given sources such as resolving engagements from customer accounts.

You can use the Context Engine Mapper to determine which fields will be used to categorize data collected by the Data Context Engine. This mapping ensures that data is organized and analyzed based on designated breakdown fields such as account type, engagement status, or sold products.

Hinweis:

You can set up the context engine to map the source and target tables using one of the following methods:

Related table: Use the mapping rule related table[query_field] = source table[source_field]. In every record in the Source table, the Source field value is matched with the Query field in the Related table.
Script: If a script is defined, it takes precedence over the table based mapping. The script checks the Source Field and the ID of the record to determine the appropriate context based on the resolving context table.
Metric based: Mapping logic can vary depending on the data source used for metrics and measurements. Can be used for more granular and context specific mappings.

Login as a user with the sn_acct_lc.customer_success_agent role.
Navigate to All > Data Context Engine > Context Engine Mappers > Create New.

Enter the following details:


Field	Description
Type	This can be: Global: For each record in the source table, the source field value is matched against the query field in the supporting related table. If a match is found, the associated values from the resolving context field are returned as mapped context records. Metric based: This type is used to enable mapping specific to certain data sources or conditions. The mapping logic can vary depending on the data source used and provides enhanced filtering and flexibility.
Source table	Select the source table to which the data source is to be mapped. This table is related to the attribute selected in the Breakdown field in the Data Source table. For example, if you selected Account in the Breakdown field, select the Customer Account table here.
Source field	The specific field in the source table that contains the data to be mapped.
Supporting related table	The related table that will be used to connect the source and context tables.
Query field	Select the field that is used to query or dot walk the Supporting related table to map data from the Source table to the Context table.
Metric list	If Type is Metric based, select a data source from the list. If a data source listed here is used for a specific source or target table, this mapping takes precedence over the Global mapping.
Resolving context table	The target table where resolved context records are stored.
Resolving context field	The target field where the mapped data will be stored.
Resolving table conditions (Optional)	You can use additional conditions, such as field level filters, to narrow down the results from the resolving context table based on specific criteria.
Script	If you cannot query the context table through dot walking, you can define a script that uses the Source field and returns an array of possible context fields.

Hinweis:

If a script is defined for a Metric based mapper, it overrides:

Supporting related table
Resolving table conditions

The script returns an array of context record IDs based on the conditions defined.

Click Submit to save the context mapping.
Navigate to All > Data Context Engine > Data Sources.
Open the data source you had created earlier and click Publish.
Data will now be collected as per the defined schedule and the context engine data record is created and stored in the Context Engine Data table.

The following examples show how to set up the different types of mapping:

Related table (Global)
Metric Based Type
Script