Content Comparison

Destination connection

Create a new Connected App in Salesforce. Find the App Manager in setup, and click New Connected App at top right. Enable OAuth settings and set the Callback URL to “https://oauth.pstmn.io/v1/callback” to allow testing interactive flows with Postman. Select appropriate scopes, e.g. api, refresh_token. Retrieve the Client ID and Secret once created.

Create a new Connection of type Destination in Sitecore CDP. Use OAuth2 authentication with the following settings:

• Token URL: https://<salesforce.domain>/services/oauth2/token

• Client ID: from Connected App

• Client Secret: from Connected App

The Salesforce refresh_token or password flows can be used here. Click Show URL encoded form and add the required values.

Refresh token flow

• grant_type: refresh_token

• refresh_token: (perform authorization code flow with Postman or other client and copy the token)

Password flow

• grant_type: password

• username: (Salesforce username)

• password: (Salesforce password)

The endpoint should be https://<salesforce.domain>/services/apexrest/cdp4sapi/guestdata.

Audience Template

Create a new Real-Time Audience Template under Library > Audience Templates. This allows restricting data sent to Salesforce to avoid unnecessarily exceeding API limits. Create a JavaScript function as follows to limit to identified (Customer type) Guests only:

// Include only identified (Customer type) Guests.
(function () {
  return (guest.guestType == 'customer');
})();

Add further restrictions if you have specific requirements.

Triggered Experience

Create a Full Stack Triggered Experience to automatically send Guest data to Salesforce. For the trigger we recommend:

• Session Closed to send when a Guest session ends, or

• Custom Trigger on the IDENTITY event to send as soon as the Guest is identified, or

• both of the above

Limit the Audience using the Audience Template created above.

Create a Webhook variant that sends to the Destination Connection created above. Create the API response with the following Freemarker template:

<#-- Output all Guest data. -->
${toJSON(guest)}

Interactive Experience

Create a Full Stack Interactive Experience with the same Audience Template and API response as above. Note the friendlyId value for configuration in Salesforce - this Experience will be used to retrieve Guest data on demand Full Stack Experiences.