Extending the Sitecore Profile Item Template for Leads

Owned by Terry Humphris
Last updated: Nov 17, 2020 by Paul Carter (Unlicensed)
2 min read

If any additional custom properties have been defined in the web.config file, you should extend the Sitecore template to make the properties accessible from the Sitecore security applications. The following steps describe the procedure:

  1. Start the Sitecore CMS and login with the administrator credentials
  2. Switch to the core database.
  3. Open the Content Editor, and browse for the /sitecore/templates/System/Security/SalesforceLead template in the content tree.
  4. Add a new field to this template and set its name to exactly the same value as the appropriate property name (e.g. LeadPostalCode) in web.config. Set the type to Single-Line Text type and mark the field as Shared.


Fields for the Salesforce Lead Profile Properties


From now on when you edit any user from the Salesforce system in the Sitecore User Manager, you will see the added profile property in the profile tab of the Edit User dialog with the value taken from the corresponding contact in the Salesforce system.


Profile Properties from Salesforce


 

Note: The instructions above assume that the represented Sitecore user uses the default profile item (which is the Sitecore/system/Settings/Security/Profiles/SalesforceLead item), which is used when for the represented user no profile item is defined. See section - Adding a New Salesforce Domain.

Next Step

Configuring UniqueKeyProperty for Leads (Optional)

Steps