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In the Sitecore tree, Save Actions are installed at
| Section |
|---|
/sitecore/system/Modules/Web Forms for Marketers/Settings/Actions/Save Actions |
If one of these Save Actions is selected, the published WFFM form will appear in the S4S Mapping Wizard which is accessible from the Sitecore Start menu. Additional custom Save Actions can be built to improve WFFM validation and functionality when connecting to Salesforce.
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The basic install of S4S assumes you have the Web Forms for Marketer package installed. If you are not using WFFM, you should remove WFFM from the installation package before installing S4S. To do this, open the core zip file and note the Web Form for Marketers item in the following node:
| Section |
|---|
| Sitecore For Salesforce-Core-1.7.13344.1.zip\items\master\sitecore\system\Modules |
You cannot directly delete this item without a security message so extract the entire zip to a new unzipped Sitecore for Salesforce - Core-x.x folder then drill down and delete the WFFM item. Next delete package.zip out of the original zip file and drag the entire modified package.zip across to the original. Install the modified zip as normal.
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