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This wiki describes how to install FuseIT S4S Packages and not how to set up and configure Salesforce or Sitecore.
Terms
Option
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: An out-of-the-box
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feature that is available in S4S but should not be installed unless required.
Module
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: An S4S feature
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that is not out-of-the-box and is a paid extra.
Security Connector
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Save Action: A code library that executes when a web form is submitted by a website visitor. This is also called a Submit Action
Security Connector: An optional feature that lets website visitors log into the Sitecore website using credentials stored in a Salesforce Contact or Lead record. It requires a package to be installed in Salesforce.
The Security Connector overrides the ASP.NET membership provider so user data is only stored in Salesforce but appears in Sitecore in the “Salesforce” domain. This is commonly called "a single source of truth". After installing the Security Connector it is possible to control the Sitecore user's membership information, role, and profile from Salesforce. The most common way to implement roles is called "Multi-role" where fields in the Salesforce contact (or lead) record specify the Sitecore role. One or more Sitecore roles have the same names as selections in a custom multi-pick list in the Salesforce contact (or lead).
IMPORTANT: The Security Connector is only required if you are using a custom login control. A typical use would be allowing privileged customers, or internal staff, to access Sitecore portal pages.
Experience Forms or Web Forms for Marketers (WFFM) Forms
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Experience Forms or WFFM Forms: Types of Sitecore web form. S4S can push the form data to Salesforce and includes significant functionality to support these forms
S4S Installation Overview
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