Mapping metadata
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. 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 Lead or Contact object in Salesforce.
Mapping Type: determines the function of the mapping as below.
Mapping types
Identity is a special type that indicates the value should be used to locate an existing Lead or Contact. 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 |
You may create multiple mappings for the same field if required to achieve the desired results.