Configure Settings
- Karl Tompson
CDP4S stores general settings in a Custom Metadata Type. This may be edited manually however a convenient GUI is provided in the CDP4S App.
Description of settings:
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.
Guest Experience Callout: enter the friendlyId of the Full Stack Interactive Experience created in Sitecore.
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.
Master Lookup Field: if you want to relate Guest records to another Salesforce object, enter the API name of a Lookup field on the Sitecore_CDP_Guest__c object here. By default Lead__c and Contact__c lookup fields are provided, a custom Lookup field can be added to reference any object. Leave blank to use Guest objects only.
Handle Lead Conversion: if the Master Lookup Field references Leads, CDP4S can automatically switch to Contacts when Leads are converted. This will attempt to update analytics and perform personalization from field mappings where possible. Disable to ignore conversion.
Dashboard Guest Count: the maximum number of Guests to display in the lists in the CDP4S Dashboard.
Dashboard Day Count: the number of days prior to today for generating statistics in the CDP4S Dashboard.
API Key: a shared key that will be used to restrict notifications from Sitecore. Must be at least 32 chars in length, a random-generated UUID works well.
Monitor Custom Events: CDP4S can publish Salesforce platform events when new Sitecore session events of certain types are received. Specify the type(s) here.