CDP4S supports relating a Sitecore CDP Guest to a Lead or Contact out of the box. Simply set the Master Lookup Field setting to use the ‘Lead__c’ or ‘Contact__c’ field on the Sitecore_CDP_Guest__c object.
The Settings App automatically displays available master objects by name based on the Lookup fields present.
Other standard or custom objects can also be configured as below.
Lookup field
Add a custom field to the Sitecore_CDP_Guest__c object. This should be a Lookup reference to the object type desired, e.g. Opportunity.
Set the Master Lookup Field setting to the API name of this field, e.g. ‘Opportunity__c’.
Trigger
To handle analytics deletion and personalization updates, create a custom trigger on your selected object type. For example:
/**
* Perform required Personalization and Analytics from associated Opportunity changes.
*/
trigger CDP4SOpportunityTrigger on Opportunity (before delete, after insert, after update) {
if (trigger.isDelete) {
// Delete related Guest data if settings allow.
FuseIT_CDP4S.GuestHelper.DeleteGuestsIfCascadeEnabled(Trigger.oldMap.keySet());
}
else {
// Update Sitecore CDP with mapped data when it changes on an Opportunity.
FuseIT_CDP4S.PersonalizationHelper.UpdatePersonalizationFromTrigger(trigger.new, Trigger.oldMap);
}
}