CDP4S provides an App A Salesforce App named FuseIT CDP4S is provided for convenient access to most functions.
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Displays summary activity data and Guest information for the entire organization.
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CDP4S Guests
Displays Guest records. You may wish to customize the fields shown and/or the default filters.
Settings
Provides a convenient interface to configure organization-wide CDP4S settings. The Master Lookup Field and Named Credential dropdowns are automatically populated with valid options.
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Mapping Wizard
Provides a convenient interface to manage CDP4S field mappings. Automatically populates the available Salesforce Field options based on the configured master object. If the master object is Lead and Lead conversion handling is enabled, fields only available on Contacts will also be included with [Contact] prefix.
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Two helpers are provided to assist with generating the correct Sitecore CDP Guest Field value:
Populate from example Guest
Enter the email address of a known Guest, and click Search Sitecore CDP. CDP4S will retrieve the Guest data and display a dropdown list of available fields with values for easy identification.
Populate from Data Extension
CDP4S recognizes Sitecore CDP custom data extensions in the form “data:<extName>:<key>:<fieldName>”. Enter the name, key and field name into the separate fields to have CDP4S generate the correctly formed accessor.
Saved Field Mappings
Click Add Mapping to create and save a new mapping, which will then appear in the list.
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CDP4S Queued Updates
Displays Sitecore CDP bulk updates that have been queued but not yet sent.
CDP4S Errors
Displays the last 100 errors that have occurred with Sitecore CDP API calls.