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Table of Contents
exclude(The connector has many options - most will NOT be required.|Please use the S4S Installation Chart to ensure you only install what is needed.).*

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Introduction

S4S EXM pushes Sitecore email engagement analytics and response information to Salesforce. The module requires packages to be installed in Sitecore and Salesforce. 

Sending the email response behavior to Salesforce works as follows:

  1. The push to Salesforce action is triggered by a Sitecore Scheduled Task. This can be configured to fire as often as required based on the:
    1. needs Needs of users for timely data.
    2. number Number of available API calls (imposed by Salesforce).
    3. length Length of time taken to update Salesforce (volume of data).
    4. times Time when the website is processing lower traffic volumes.
  2. The Sitecore xDB interactions associated with emails are pushed to the "Sitecore Email Campaign Messages" related list in Salesforce lead and/or contact records.
  3. The Sitecore xDB interactions related to clickthroughs are pushed to the "Sitecore Analytics"  related lists in Salesforce lead and/or contact records. Visibility of clickthrough behavior requires the S4S Analytics (Optional) package to be installed in Salesforce.

Related Lists in Salesforce

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If you have installed the optional S4S Analytics package in Salesforce, the following related list will be visible in the lead or contact record, or both. The Sitecore Campaign column will show the name of the Sitecore campaign that caused the recipient to visit the website. If missing, the visitor arrived by other means. In the example below, on visit 20, the lead (or contact) reached the website by clicking on a link in an email that was sent via the Houston Symposium XX campaign. The column, therefore, shows any click-throughs or First Click Email Links as seen in the image above. 

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Usage

After sending a Sitecore EXM email campaign, there are three ways you can to push EXM analytics to Salesforce using S4S EXM.

  • By running S4S EXM scheduler task. By default, this scheduler run time has been set to 8 hours. You can change the scheduler run time by changing the agent called “S4SLBPlusScheduler” in S4SEXM.config. S4SEXM.config can be found in App_Config\Modules\S4S.  S4S EXM scheduler task will go through all the Sitecore EXM interactions since the last scheduler run time and push EXM analytics to relevant Salesforce Org and Entity. After S4S EXM scheduler runs, it updates the “S4SEXM - Last run time of scheduled task” item in the content tree path /sitecore/system/Modules/S4S/Scheduled Tasks. See the figure below.


  •   Run the Sitecore EXM interaction Sync to Salesforce explicitly from S4S EXM dashboard. It does the same thing as running the scheduler scheduled task.



  •  Get Sitecore EXM analytics individually for individual Salesforce contact or lead records. You can get Sitecore EXM analytics into the individual Salesforce contact or lead by clicking “Get Sitecore Email Campaign Analytics” in Salesforce. You can find more information about how to configure and setup set up this on the installation page.

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Prerequisites

For Sitecore 9.1 upto up to Sitecore 9.2

Use the following version of the S4S EXM package -  S4S EXM-1.3

IMPORTANT:  S4S EXM picks up Sitecore EXM interactions which related to following types of Sitecore contacts;

  • Sitecore contacts which imported from S4SLB.
  • Sitecore contacts created when submitting a form with "S4S Generic Save Action" submit action . (These these types of Sitecore contacts have Salesforce entity id and Salesforce org Id saved in the S4SInfo facet)
  • Sitecore contacts where the email address matches the Salesforce entities (Contact or Lead) email address.

For Sitecore 9.3 and above

Use the following version or above versions of the S4S EXM package -  S4S EXM-1.930.20241.4

IMPORTANT:  S4S EXM picks up Sitecore EXM interactions which related to following types of Sitecore contacts;

  • Sitecore contacts which imported from S4SLB.
  • Sitecore contacts created when submitting a form with "S4S Generic Save Action" submit action . (These these types of Sitecore contacts have S4SInfo facet's 'SalesforceEntityIdDictionary' field filled with Salesforce entity id and org id)

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