 | Note: S4S EXM is an upgrade from S4SLBPlus. The original naming may appear in the packages, development files, and namespaces. |
Sitecore Package
- Install the S4SEXM Sitecore package from Sitecore Desktop » Development Tools » Installation Wizard
- You can change the value of “interval” in the "S4SLBPlusScheduler" <agent> and control the S4SEXM scheduler run time (by default it has been set to eight hours).
In the App_Config/Sitecore/EmailExperience/Sitecore.EmailExperience.ContentManagement.config and App_Config/Sitecore/EmailExperience/Sitecore.EmailExperience.ContentDelivery.config, set all the “addCampaignToInteraction” parameters to true as shown below.
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| Note: The package for the Enterprise / Unlimited Edition contains APEX classes and Triggers that cannot be installed on Salesforce Professional Edition. |
- Install the Salesforce package from - https://login.salesforce.com/packaging/installPackage.apexp?p0=04t6F0000045ZuV
- Navigate to Setup » Develop » Custom Settings, click Manage and add a new setting called “default” under “S4S LBPlus Settings”. Add the public site URL (for example to Setup » Build » Develop » Custom Settings (Salesforce Classic) or Setup » Platform Tools » Custom Code » Custom Settings (Lightning).
- Click Manage in front of S4S LBPlus Settings
- Click New to create a new setting.
Set the Name to Default.
Set the S4SLB Web Service URL to the publicly accessible URL of your website (for example http://sitecoretest.fuseit.com)
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or an IP address which points to your website.
- Authorise the URL by adding it to Remote Site Settings. If your site address already exists in the remote site setting list, you do not need to do this again.
- Navigate to Setup » Security Controls » Remote Site Settings
- Enter the URL or IP address set up in Custom Settings above.
 | Note: This is a common area for mistake, either the address is not set up in both places, it does not match, or it is not accessible from Salesforce. |
- Add the Sitecore Email Campaign Messages related list and the Get Sitecore Email Campaign Analytics button to the layout of Salesforce contact contacts and lead leads (as required).
- Make sure the visibility of Salesforce contacts and leads is enabled and Edit and View permissions have been granted to “Email Email Opt Out” fieldOut field
Next Step
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