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 | IMPORTANT: S4S List Builder is also knows known as S4SLB. |
Usage
Using S4S List builder requires several steps:
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2. Open S4S List Builder from the Sitecore Launch PadLaunchpad
3. Select Salesforce instance you want to connect to by using the correct connection string from the drop-down.
4. Select the Data Sources
Select one report or several campaigns with an Active status. Note the campaign list from Salesforce shows the number of contacts, leads, and converted leads.
5. View the Summary Data
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Depending on the list size, the import processing time will vary. Once the import is completed, Sitecore will only release the list after it has been indexed, which may take some time if the list is large. After creating the new Sitecore contact list in xDB, users have the option to use the Sitecore List Manager to remove duplicates, filter members, and create segmentations.
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| IMPORTANT: The Salesforce Lead Id and Contact Id do not appear against the Sitecore Contact when viewed in Sitecore. They are saved in the S4SInfo facet in the Sitecore contact and can access be programmatically accessed. |
| IMPORTANT: When importing Salesforce Campaigns, Salesforce campaign member id will be added to the "S4SInfo" custom facet. |
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- Only those Salesforce reports that have been recently created or saved will appear in S4S List builder Builder in the Sitecore.
- Some reports may appear that do not have the required fields (see section Section 1 above). If a required field is missing, an error message will appear after the import has been attempted.
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