Determining which contacts get synchronized

Abstract

Guide to processing personally identifiable information fields and anonymous contacts when synchronizing data between Salesforce CRM and Sitecore

To process personally identifiable information (PII) sensitive fields and anonymous contacts during data synchronization you must change the default Sitecore settings.

If you synchronize from xConnect to Salesforce CRM, you must enable indexing for PII sensitive fields. The Read Contacts from xConnect pipeline step searches FirstName and Email fields to identify which contacts to process. By default, xConnect does not index these fields for privacy reasons.

Note

Before enabling indexing on PII sensitive fields, we recommend that you review the security and data protection features of your search provider.

If you only synchronize from Salesforce CRM to xConnect, you do not have to enable indexing for PII sensitive fields.

To support synchronization from xConnect to Salesforce CRM, you must follow the steps in ???.

By default, synchronization does not include anonymous contacts because they are not indexed. To include anonymous contacts in the synchronization, you must follow the steps in Enable indexing of anonymous contacts in the xDB index .