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Install the Salesforce package.

Named Credential

Find Named Credentials in setup, and click New Named Credential. Use the following settings:

• URL: the Sitecore CDP API endpoint for your region.

• Identity Type: Named Principal

• Authentication Protocol: Password Authentication

• Username: (Sitecore CDP API key)

• Password: (Sitecore CDP API secret)

Check Generate Authorization Header and Allow Merge Fields in HTTP Body. The latter is required to allow CDP4S to include the API key in some requests; this uses token replacement and does not expose the API key.

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General settings

Find Custom Metadata Types in setup, and click Manage Records beside CDP4S Settings. If no record exists create one, otherwise edit the the existing record. CDP4S will use only the first record found and it is not recommended to have more than one.

Enter the following values:

• Create New: check if you wish for CDP4S to create new records when unable to identify an existing Lead or Contact.

• Maximum Visits: when the number of sessions/visits for a single Guest exceeds this number, the oldest will be removed.

• Named Credential: enter the API name of the Named Credential created above for making callouts to Sitecore CDP.

• Guest Experience Callout: enter the friendlyId of the Full Stack Interactive Experience created in Sitecore CDP.

• Disable cascade delete of Guest data: check if you wish to retain Guest records even when a related Lead or Contact is deleted.

• Email Errors To: if you wish to receive emails when API errors occur, enter one or more (semicolon-separated) recipient email addresses here.

• Master Lookup Field: if you want to relate Guest records to another Salesforce object, enter the API name of a Lookup field on the Sitecore_CDP_Guest__c object here. By default Lead__c and Contact__c lookup fields are provided, a custom Lookup field can be added to reference any object. Leave blank to use Guest objects only.

• Handle Lead Conversion: if the Master Lookup Field references Leads, CDP4S can automatically switch to Contacts when Leads are converted. This will attempt to update analytics and perform personalization from field mappings where possible. Disable to ignore conversion.

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Create a Named Credential.

Apply Permission Sets.

Configure Settings.

Configure field mappings.

Configure the API Site.

Add the Guest Lightning Web Component to the master object page.