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CDP4S uses Sitecore CDP Full Stack Experiences to send and retrieve Guest data.

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.

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