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Mappings are stored in Salesforce and determine how Leads or Contacts are identified, and how data should be copied back and forth between Salesforce and Sitecore CDP.Find Custom Metadata Types in setup, and click Manage Records beside CDP4S Mapping.

Mappings are created as CDP4SMapping__c custom objects. CDP4S provides a convenient GUI to manage mappings.

Description of fields:

  • Label and Name: not used by CDP4S, set these for your own internal identification.

  • Guest Field: references the property in the Sitecore CDP JSON Guest object. Note this allows complex nesting.

  • Salesforce Field: the API name of the field on the Guest or master object in Salesforce.

  • Mapping Type: determines the function of the mapping as below.

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The mappings always apply to the object type inferred by the Master Lookup Field setting, which may be a Lead, Contact, any other standard or custom object, or Sitecore_CDP_Guest__c if none specified. If the master object is a Lead and conversion handling is enabled, CDP4S will attempt to map to the resulting Contact.

Fields that do not exist on the target object will be ignored, except in the case of Identity mappings.