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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.


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Editing the Lead Page Layout


Add a new Section called "Sitecore" to the bottom of the Leads page.


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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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