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IMPORTANT: The Security Connector is only required if you are using a custom login control. A typical use would be allowing privileged customers, or internal staff, to access Sitecore portal pages.
Web Forms for Marketers (WFFM) or Experience Forms
If you have the Sitecore WFFM module installed and want to use it to are using a Sitecore 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.).
| IMPORTANT: The This 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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