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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.).*

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Introduction

S4S EXM pushes Sitecore email engagement analytics and response information to Salesforce. The module requires packages to be installed in Sitecore and Salesforce. 

IMPORTANT: S4S EXM requires S4S List Builder (Optional) (Pre-Sitecore 9) to import Salesforce reports and campaigns into Sitecore Contact Lists. These are the email recipient lists used by Sitecore EXM.


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IMPORTANT:

  • Up to Sitecore 8.2 update 4 (rev 170614), use S4S EXM-1.2.zip package.
  • For Sitecore 8.2 update 5 until Sitecore 8.2 update 7, use S4S EXM-1.2.1.zip package. S4S EXM-1.2.1.zip package includes the changes related to new MongoDB drivers.


Sending the email response behavior to Salesforce works as follows:

  1. The push to Salesforce action is triggered by a Sitecore Scheduled Task. This can be configured to fire as often as required based on:
    1. the needs of the users for timely data.
    2. the number of available API calls (imposed by Salesforce).
    3. the length of time taken to update Salesforce (volume of data).
    4. the times when the website is processing lower traffic volumes.
  2. The Sitecore xDB interactions associated with emails are pushed to the "Sitecore Email Campaign Messages" related list in Salesforce lead and/or contact records.
  3. The Sitecore xDB interactions related to clickthroughs are pushed to the "Sitecore Analytics"  related lists in Salesforce lead and/or contact records. Visibility of clickthrough behavior requires the S4S Analytics (Optional) (Pre-Sitecore 9) package to be installed in Salesforce.

Related Lists in Salesforce

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If you have installed the optional S4S Analytics package into Salesforce, the following related list will be visible in the lead or contact record, or both. The Sitecore Campaign column will show the name of the Sitecore campaign that caused the recipient to visit the website. If missing, the visitor arrived by other means. In the example below, on visit 20, the lead (or contact) reached the website by clicking on a link in an email that was sent via the Houston Symposium XX campaign. The column, therefore, shows any click-throughs or First Click Email Links as seen in the image above. 

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Prerequisites

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  • Sitecore version greater or equal to Sitecore 8.2.
  • Sitecore Email Experience Manager (EXM) version greater or equal to 3.4.
  • S4S version with changeset cs29282 or later e.g. S4S Release 1.81.17031.1 or 1.82.16343. This equates to 31 January 2017 or later. 
  • S4S List Builder is not required but is ideal for importing Salesforce reports and campaign member lists to Sitecore.

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