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The audience for this section is developers and implementers with experience in installing and configuring Sitecore. Experience with Salesforce is not required.
IMPORTANT: This document assumes that you have experience in managing Sitecore. Please see the Scope notes below. |
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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 pushes and pulls information to and from Salesforce after a Sitecore event (button click, page load, scheduled task etc.).
IMPORTANT: The basic install assumes your Sitecore installation has the Web Forms for Marketer (WFFM) package installed. You need to install WFFM first, then install the S4S Core package. If you are not using WFFM, see the section below on how to exclude WFFM. |
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