Adding Profile Properties for Leads

Owned by FuseIT OA
Last updated: Nov 17, 2020 by Paul Carter (Deactivated)

The properties should be defined by adding the following element to the properties section:

<add type="System.String" name="<property_name>" customProviderData="S4SLead|[lead_attribute_schema_name]|[propertyType]"/> 

The table below explains each attribute of this definition: 

Attribute

Description

Name

The unique name of a property.

Type

The .NET type of a property. This is the type a property will have in the ASP.NET environment.

Typically all S4S properties will have “System.String” as the type to correctly display in the Sitecore Edit User Profile screen.

customProviderData

Any data required for the provider serving this property. In this case, S4SLead means that this property is to be handled by the S4S Lead provider. The lead_attribute_schema_name specifies the name of the corresponding Salesforce lead entity attribute. The propertyType defines the type of the lead property. The S4S provider expects the pipe separator (|) between the attribute parts.

The S4S profile provider expects the following values for the propertyType attribute:

  • String; represents the ‘string’ Salesforce type
  • Boolean; represents the ‘boolean’ Salesforce type
  • DateTime; represents the ‘dateTime’ Salesforce type
  • Float; represents the ‘float’ Salesforce type
  • Number; represents the ‘int’ Salesforce type
  • Money; represents the ‘currency’ Salesforce type
 

Note: This list of Salesforce types is a full list of supported types; no more types are expected to be supported in the current module version.

Next Step

Check Profile Settings for Leads

Steps