Walkthrough: Creating a custom contact facet

In Visual Studio, create the following project:

Add references to the following NuGet packages:

To create a contact facet for storing the account name, in Visual Studio, add the following class:

using Sitecore.XConnect;
using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;

namespace Examples.Connect.Dynamics
{
    [FacetKey(DefaultFacetKey)]
    [Serializable]
    public class DynamicsAccountInformationFacet : Facet
    {
        public const string DefaultFacetKey = "DynamicsAccount";
        public string AccountName { get; set; }
        public DynamicsAccountInformationFacet()
        {
        }
    }
}

To implement a collection model, in Visual Studio, add the following class:

using Sitecore.DataExchange.Tools.DynamicsConnect.Models;
using Sitecore.XConnect;
using Sitecore.XConnect.Schema;
using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;

namespace Examples.Connect.Dynamics
{
    public class DynamicsConnectCollectionModelEx
    {
        public DynamicsConnectCollectionModelEx()
        {
        }
        static DynamicsConnectCollectionModelEx()
        {
            _model = BuildModel();
        }
        private static XdbModel _model = null;
        public static XdbModel Model { get { return _model; } }
        private static XdbModel BuildModel()
        {
            var builder = new XdbModelBuilder(typeof(DynamicsConnectCollectionModelEx).FullName, new XdbModelVersion(1, 0));
            builder.DefineFacet<Contact, DynamicsAccountInformationFacet>(DynamicsAccountInformationFacet.DefaultFacetKey);
            builder.ReferenceModel(DynamicsConnectCollectionModel.Model);
            return builder.BuildModel();
        }
    }
}

To deploy the assembly on your Sitecore server, build the Visual Studio project, and copy the resulting Examples.Connect.Salesforce.dll file to your Sitecore server.

In Sitecore, In the Content Editor, navigate to Sitecore/System/Settings/Data Exchange/Providers/xConnect/Collection Models.

Add the following item:

In the new collection model folder item, add the following item:

In the new compiled collection model item, on the Content tab, in the Settings section, set the following field values:

Save the item.

To deploy the collection model, navigate to the custom collection model. In the ribbon, on the Data Exchange tab, click Convert Model to Items. Then click Convert Model to JSON.

Save the model file, and deploy the model file to the following servers:

In the Content Editor, navigate to Sitecore/System/Data Exchange.

To configure the xConnect Client Endpoint to use the collection model, navigate to Sitecore/System/Data Exchange/<your dynamics tenant>/Endpoints/Providers/xConnect/xConnect Client Endpoint

Set the following field values:

Save the item.

To test the configuration, in the ribbon, on the Data Exchange tab, click Run Troubleshooter.

A message appears, informing you a connection to the xConnect collection service was established.

In the Content Editor, navigate to Sitecore/System/Data Exchange.

Select your tenant.

Navigate to Data Access/Value Accessor Sets/Providers/Dynamics/Dynamics Contact.

Add the following item:

In the new item, on the Content tab, in the Attribute section, set the following field values:

Save the item.

In the Content Editor, navigate to Sitecore/System/Data Exchange.

Select your tenant.

Navigate to Data Access/Value Accessor Sets/Providers/xConnect.

Add the following item:

In the new item, add the following item:

In the new item, on the Content tab, in the Settings section, set the following field value:

Save the item.

Open the Content Editor, and navigate to Sitecore/System/Data Exchange.

Select your tenant.

Navigate to Value Mapping Sets/Dynamics to xConnect Contact Mappings.

Add the following item:

In the new item, add the following item:

In the new item, on the Content tab, set the following field values:

Save the item.

In the Content Editor, navigate to Sitecore/System/Data Exchange.

Select your tenant.

Navigate to Data Access/Value Accessor Sets/Providers/xConnect/xConnect Contact.

Add the following item:

In the new item, on the Content tab, in the Settings section, set the following field values:

Save the item.

Select your tenant.

Navigate to Value Mapping Sets/Dynamics to xConnect Contact Mappings/Dynamics Contact to Contact Model.

Add the following item:

In the new item, on the Content tab, set the following field values:

Save the item.

To add the fields for the facets to the pipeline step, in the Content Editor, navigate to Sitecore/System/Data Exchange.

Navigate to <your Dynamics tenant>/Pipelines/xConnect Contacts to Dynamics Sync Pipelines/Read Contacts from xConnect Pipeline/Read Contacts from xConnect.

On the Content tab, in the Contact Settings sections, in the Contact facets to Read field, add xConnect Contact Dynamics Account Information Facet to the Selected column. Save the pipeline step.

To add the facet to the Process Single Contact from Salesforce pipeline step, in the Content Editor, navigate to <your Dynamics tenant>/Pipelines/Dynamics Contacts to xConnect Sync Pipelines/Process Single Contact from Dynamics Pipeline/Resolve Contact Model by Dynamics Id from xConnect.

On the Content tab, in the xConnect Settings sections, in the Facets to Read field, locate Collection Models/Custom Models/Custom Collection Model for Dynamics/Facets/Contact/DynamicsAccount. Add it to the Selected column. Save the pipeline step.