Prerequisites
To use S4S List Builder for with Sitecore 9.3 and above, you require the following:
Core S4S version 2.931.20224.1 or above.
S4S List Builder version FuseIT-S4SLB-2.93.20244.1 or above
Installation
S4S List builder Builder comes as a standard Sitecore Package. Users can install it from:
Sitecore Desktop » Start menu » Development Tools » Installation Wizard.
By default, S4S List Builder imports Email Address, First Name and Last Name from Salesforce to the Sitecore Contact. But if you need more . S4SLB 2.93.20244.1 supports additional Salesforce fields to be saved in the Sitecore Contact as custom facets , S4SLB 2.93.20244.1 and above supports that. Follow the below steps- see the following steps:
You can define additional Salesforce fields which that you need to import from following paths in the Sitecore tree.
For Salesforce Contacts - /sitecore/system/Modules/S4S/S4SLB Facet Mapping/Contact
For Salesforce Leads - /sitecore/system/Modules/S4S/S4SLB Facet Mapping/Lead
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Right-click any of the items above (Depending on what Salesforce entity you need to add extra fields) and create a new item from the template called “Facet Mapping”. “Facet Mapping” template can be found in /sitecore/templates/S4S/S4SLB/Facet Mapping.
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After creating a new item using the “Facet Mapping” template, you can choose the facet field key and add the Salesforce field name. After you fill those fields, added Salesforce field value will save into the chosen facet field key in S4SInfo facet.
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You can create multiple items as above if you need multiple Salesforce fields to be added to the Sitecore Contact as custom facets.
All the mapped Salesforce field values will be saved under the “S4SInfo” custom facet in Sitecore xDB when running S4S List Builder.
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When creating Sitecore contacts using S4SLB the following config settings decides decide what to use as Sitecore Contact IdentifierSource and IdentiferIdentifier.
IdentifierSource
By default, S4SLB uses “S4S“ as the IdentifierSource. This value can be changed from the following config setting in App_Config/Modules/S4S/S4SAnalytics.config. Keep in mind that changing this value will affect the S4S form submit action as well.
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| Code Block |
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<!--Salesforce contact field which use to identify Sitecore contact created by S4SLB--> <setting name="FuseIT.S4SLB.SFContact.IdentifierField" value="Email" /> <!--Salesforce lead field which use to identify Sitecore contact created by S4SLB--> <setting name="FuseIT.S4SLB.SFLead.IdentifierField" value="Email" /> |
Ideally, having the same Salesforce fields configured in the above settings and in “S4S.Analytics.Identifier“ setting in App_Config/Modules/S4S/S4SAnalytics.config (Refer Select Options in S4S Sitecore Form Mapping Wizard for more details) will give more robust Sitecore contacts in the XDB. It will prevent redundant Sitecore Contacts creating for the same Salesforce entity when using S4S submit action and S4S List Builder.
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