1. Configuring Sitecore Connect for Salesforce CRM

Prepare an xConnect to Salesforce synchronization

Version:

If you synchronize from xConnect to Salesforce CRM, the synchronization might fail the first time you run it, because contacts in xConnect have not yet been assigned a Salesforce Contact ID. To avoid this error, you must enable the Do Not Fail If Unable To Read Source Value setting before synchronizing.

To enable the Do Not Fail setting:

  1. On the Sitecore Launchpad, open the Content Editor.

  2. Navigate to the /sitecore/system/Data Exchange/<tenant>/Value Mapping Sets/xConnect Contact to Salesforce Contact Mappings/Contact Model to Salesforce Contact/Salesforce Contact Id node.

  3. In the Rules section, select Do Not Fail If Unable To Read Source Value:

    The Rules section in a Salesforce contact mapping dialog
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