Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents
exclude(The connector has many options - most will NOT be required.|Please use the S4S Installation Chart to ensure you only install what is needed.).*

Audience

The audience for this document is developers and implementers with experience in installing and configuring the appropriate Sitecore and Salesforce areas.

...

IMPORTANT: S4S Experience Forms functionality comes out-of-the-box in the S4S package.

Prerequisites

Sitecore

  • Sitecore 9 update 1 (rev. 171219)

Salesforce

IMPORTANT: Changes in Salesforce are only required if you want to push Sitecore Analytics to Salesforce.

S4S Experience Forms Mapping Wizard

You can use the S4S Experience Forms functionality to push Sitecore Experience form data to Salesforce leads, contacts or other objects. The functionality includes the S4S Experience Forms Mapping Wizard to map Sitecore Experience Forms to Salesforce objects and fields. The process to achieve this is:

...

If this Save Action is selected in the Experience Form as a submit action, the published Experience Form will appear in the S4S Experience Form Mapping Wizard which is accessible from the Sitecore launch pad. Developers can build custom Save Actions to improve Experience Form validation and functionality when connecting to Salesforce.

Next Step

Configure Multiple Salesforce Orgs

Steps

Child pages (Children Display)
depth2
pageS4S Experience Forms Support (Optional)