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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

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Option

This term means the feature is available in S4S (out-of-the-box) but should not be installed unless required.

Module

This term usually means the S4S feature is not out-of-the-box and is a paid extra.

Security Connector

The Security Connector is optional. It is only required if you want visitors to log into the Sitecore website using credentials stored in a Salesforce Contact or Lead record. It requires a package to be installed in Salesforce.

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Experience Forms or Web Forms for Marketers (WFFM) Forms

If you are using a Sitecore web forms module and need to push web form data to Salesforce, S4S includes a significant functionality to support this.

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The basic install requires a package to be installed into Sitecore and some minor Salesforce customization. Once completed you can create, read, update and delete Salesforce objects from Sitecore (like Contacts, Leads, Opportunities, Documents, Cases or custom objects). You can execute this functionality in Sitecore using custom code (see the Starter Kit or examples in this document). Note that S4S typically pushes and pulls information to and from Salesforce after a Sitecore event (button click, page load, scheduled task etc.).

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Please follow the steps in the S4S Installation Chart to save time and effort. Click the image below to download the PDF version.

Next Step

S4S Version Compatibility with Sitecore

Steps

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