17. Add Pipelines to Handle Single CRM AccountΒΆ

Each account membership entity read from CRM is mapped to a Sitecore contact. A Pipeline is used to define the logic that resolves the Sitecore contact and applies data from the CRM entity.

  1. Navigate to your tenant.
  2. Navigate to Pipelines > CRM Account Pipelines.
  3. Add the following item:
Template Pipeline
Name CRM Account Membership to xDB Contact Sync Pipeline
  1. Navigate to CRM Account Membership to xDB Contact Sync Pipeline.
  2. Add the following item:
Template Resolve xDB Contact from Repository Pipeline Step
Name Resolve xDB Contact from Repository
  1. Set the following field value:
Field Endpoint From
Value Sitecore > Local xDB Contacts Endpoint
  1. Set the following field value:
Field Identifier Value Accessor
Value Value Accessor Sets > Providers > Dynamics CRM > CRM Contact Attributes > Email
  1. Set the following field value:
Field Identifier Object Location
Value Pipeline Context Source
  1. Set the following field value:
Field Resolved Object Location
Value Pipeline Context Target
  1. Save the item.
  2. Navigate to CRM Account Membership to xDB Contact Sync Pipeline.
  3. Add the following item:
Template Resolve xDB Contact from Queue Pipeline Step
Name Resolve xDB Contact from Queue
  1. Set the following field value:
Field Endpoint From
Value Endpoints > Common > Queue Endpoint
  1. Set the following field value:
Field Identifier Value Accessor
Value Value Accessor Sets > Providers > Sitecore > xDB Contact Properties > xDB Contact Identifier
  1. Set the following field value:
Field Identifier Object Location
Value Pipeline Context Target
  1. Set the following field value:
Field Resolved Object Location
Value Pipeline Context Target
  1. Save the item.
  2. Navigate to CRM Account Membership to xDB Contact Sync Pipeline.
  3. Add the following item:
Template Apply Mapping Pipeline Step
Name Apply Mapping
  1. Set the following field value:
Field Mapping Set
Value Value Mapping Sets > CRM Account Membership to xDB Contact
  1. Save the item.
  2. Navigate to CRM Account Membership to xDB Contact Sync Pipeline.
  3. Change the order of the child items to the following:
  • Resolve xDB Contact from Repository
  • Resolve xDB Contact from Queue
  • Apply Mapping