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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 & Personalize.
Mappings are created as CDP4SMapping__c custom objects. CDP4S provides a convenient GUI to manage mappings.
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Guest Field: references the property in the Sitecore CDP JSON Guest object. Note this allows complex nesting. Literal values can also be used by enclosing in curly braces ‘{}’; the enclosed text will be parsed as JSON so numbers and boolean values are correctly typed.
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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Identity is a special type that indicates the value should be used to locate an existing object. An error will occur if this property has no value.
Type | Sitecore CDP > Salesforce | Salesforce > Sitecore CDP |
|---|---|---|
Identity | Used for new object only | Not updated |
Personalize only | Not updated | Always updated |
Default value | Only if existing value is empty | Not updated |
Default value and Personalize | Only if existing value is empty | Always updated |
Always update | Always updated | Not updated |
Always update and Personalize | Always updated | Always updated |
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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.
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