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After installation of the package the Salesforce interface should be changed to expose the new S4S custom fields and functionality.

Contacts Settings

Four new custom fields should be added to the Contact and/or Lead UI for setting the Sitecore username and password fields.

Add new custom fields

Navigate to a Contacts and/or Lead page and Edit the page layout

 


Figure 12: Editing the Contact Page Layout

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Figure 13: Adding a new "Sitecore" section to the Contact Page Layout in Salesforce 


Add the new custom fields to the new Sitecore Section:

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Note: For Salesforce Enterprise Editions and above the Password encryption checkbox does NOT need to be added to the Contact Page layout, and can be invisible to all Users.

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Save the Contacts modified page layout.

Next Step

Sitecore Multi Role (Pre-Sitecore 9)

Steps

Child pages (Children Display)
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depth1
pageInstall Security Connector in Salesforce for Contacts (Pre-Sitecore 9)