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• Select an S4S Salesforce Connection String from the available connection strings in the “Salesforce Instance” drop-down.

• This will populate the available Salesforce objects in "Salesforce Object" drop-down.

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• Select Salesforce object owner from the "Salesforce Object Owner" auto fill text box (this option is only available for Salesforce contact and leads)

• You can map form fields to Salesforce object fields in the "Map Form Fields to Salesforce Object Fields" table.

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The form field used to identify a Sitecore Contact is set to a default of Email. You can change the above entry so that it specifies another form field that is to be used for identifying a Contact. Once the field has been configured, the Save Action will look in the form for the field and use its value as the identifier for the Contact.

IMPORTANT: By default, the Sitecore identifier is case sensitive. From S4S version 2.931.20224.1 and above, there is a new config setting called “S4S.Analytics.ConvertIdentifierValueToLowerCase” in the /App_Config/Modules/S4S/S4SAnalytics.config file to make Identifier property case insensitive when using S4S.

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