After installation of the package the Salesforce interface should be changed to expose the new S4S functionality.
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Four new custom fields should be added to the Lead UI for setting the Sitecore username and password fields.
Add new custom fields
Navigate to a Leads page and Edit the page layout
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to Setup » Object Manager » Lead » Page Layouts and choose the layout to change e.g. Lead Layout.
Editing the Lead Page Layout
Add a new Section called "Sitecore" to the bottom of the Leads page.
Adding a new "Sitecore" section to the Lead Page Layout in Salesforce
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- Sitecore Username
- Sitecore Password
- Sitecore Password Question
- Sitecore Password Answer
- Password Encrypted (Add to Layout in the Sitecore Professional Edition Package only – Single and Multi-Role)
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Sample layout for Standard Edition Sitecore section
Note: For Salesforce Enterprise Editions and above the Password encryption checkbox does NOT need to be added to the Lead Page layout, and can be invisible to all Users. |
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