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Installation is guided by the Send2CRM Essentials Salesforce package, or this documentation.
Salesforce packages
Send2CRM
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Connector
The base Salesforce package, required for all installations. It provides forms integration and administrative interfaces, but not end-user interfaces.
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This package has a licensing parameter that determines the number of unique website domains allowed.
Send2CRM
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This package builds on the Essentials Connector prerequisite. It provides additional functionality for visitor behavior recording and, optionally, personalization. This includes both administrative and end-user interfaces.
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The Send2CRM scaling service is a .Net 6 caching proxy service. It is provided as a headless API-only web application that can be hosted on the Windows web hosting service of the customer’s choice or containerisation platform.
The scaling service uses a high-performance file based key-value cache, and does not require a database. It requires a small amount of configuration, and becomes the endpoint for the website client.
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Tier | Website client | Salesforce packages | Scaling service |
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Advanced | Y | Essentials Send2CRM Connector + AnalyticsSend2CRM | |
Advanced Plus | Y | Essentials Send2CRM Connector + Analytics Send2CRM (w/Personalization) | |
Enterprise | Y | Essentials Send2CRM Connector + Analytics Send2CRM(w/Personalization) | Y |