Install the Salesforce package.
Named Credential
Find Named Credentials in setup, and click New Named Credential. Use the following settings:
URL: the Sitecore CDP API endpoint for your region.
Identity Type: Named Principal
Authentication Protocol: Password Authentication
Username: (Sitecore CDP API key)
Password: (Sitecore CDP API secret)
Check Generate Authorization Header and Allow Merge Fields in HTTP Body. The latter is required to allow CDP4S to include the API key in some requests; this uses token replacement and does not expose the API key.
General settings
Find Custom Metadata Types in setup, and click Manage Records beside CDP4S Settings. If no record exists create one, otherwise edit the the existing record. CDP4S will use only the first record found and it is not recommended to have more than one.
Enter the following values:
Master Object: select Lead or Contact if you wish to automatically relate identified Guests to one of these.
Create New: check if you wish for CDP4S to create new records when unable to identify an existing Lead or Contact.
Maximum Visits: when the number of sessions/visits for a single Guest exceeds this number, the oldest will be removed.
Named Credential: enter the API name of the Named Credential created above for making callouts to Sitecore CDP.
Guest Experience Callout: enter the friendlyId of the Full Stack Interactive Experience created in Sitecore CDP.
Disable cascade delete of Guest data: check if you wish to retain Guest records even when a related Lead or Contact is deleted.
Email Errors To: if you wish to receive emails when API errors occur, enter one or more (semicolon-separated) recipient email addresses here.
Save the record.