Add Value to Synchronize¶
The default value mappings are described in the Default Value Mappings section. These mappings can be changed, and new mappings can be added.
Steps:
In order to add a new field, you must know the field from the Salesforce campaign that you want to read, and the property on the Sitecore campaign that you want to write.
Identify Salesforce Campaign Field¶
Your Salesforce administrator is able to provide you with the names of the fields that are available in your Salesforce account.
Identify Sitecore Campaign Property¶
Salesforce Connect interacts with Sitecore campaigns using the following type:
Sitecore.Marketing.Campaigns.Services.Model.CampaignEntity, Sitecore.Marketing.Campaigns.Services
Your Sitecore administrator is able to provide you with the names of the properties that are available on this type.
Define Value Accessors¶
A value accessor represents a value that can be read or written during the synchronization process. Two value accessor items must be created: one for the Salesforce campaign field and the Sitecore campaign property identified in the previous steps.
Value Accessor for Salesforce Campaign¶
The value accessor for the Salesforce campaign is used to read the field whose value is written to the Sitecore campaign.
- In Content Editor, navigate to your tenant.
- Navigate to Data Access > Value Accessor Sets > Providers.
- Navigate to Salesforce > Salesforce Campaign Attributes.
- Insert a new item using the template Salesforce Object Field Value Accessor.
- In the field Field name, enter the name of the field from the section Identify Salesforce Campaign Field.
- Save the item.
Tip
For more information on the value accessor used with Salesforce object fields, see Salesforce Object Field Value.
Value Accessor for Sitecore Campaign¶
The value accessor for the Sitecore campaign is used to write the value read from the Salesforce campaign to the Sitecore campaign.
- Navigate to your tenant.
- Navigate to Data Access > Value Accessor Sets > Providers.
- Navigate to Sitecore > Sitecore Campaign Entity Fields.
- Insert a new item using the template Property Value Accessor.
- In the field Property name, enter the name of the property from the section Identify Sitecore Campaign Property.
- Save the item.
Tip
For more information on the value accessor used with Salesforce object fields, see Property.
Define Value Mapping¶
A value mapping associates the value accessor used to read a value with the value accessor used to write a value.
In this case, the value mapping associates the value accessor used read the attribute value from a Salesforce campaign with the value accessor used to write the property value to Sitecore campaign.
- In Content Editor, Navigate to your tenant.
- Navigate to Value Mapping Sets > Salesforce Campaign to Sitecore Campaign.
- Insert a new item using the template Value Mapping.
- In the field Value accessor for source object, select the Value Accessor for Salesforce Campaign.
- In the field Value accessor for target object, select the Value Accessor for Sitecore Campaign.
- Save the item.
This setting will take affect the next time the synchronization process runs.