- Select an S4S Salesforce Connection String from the available connection strings in the “Salesforce Instance” drop-down.
- This will populate the available Salesforce objects in "Salesforce Object" drop-down.
- Select Salesforce object owner from the "Salesforce Object Owner" auto fill text box (this option is only available for Salesforce contact and leads)
- You can map form fields to Salesforce object fields in the "Map Form Fields to Salesforce Object Fields" table.
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The form field used to identify a Sitecore Contact is set to a default of Email. You can change the above entry so that it specifies another form field that is to be used for identifying a Contact. Once the field has been configured, the Save Action will look in the form for the field and use its value as the identifier for the Contact.
 | IMPORTANT: By default, the Sitecore identifier is case sensitive. From S4S version 2.931.20224.1 and above, there is a new config setting called “S4S.Analytics.ConvertIdentifierValueToLowerCase” in the /App_Config/Modules/S4S/S4SAnalytics.config file to make Identifier property case insensitive when using S4S. |
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| | IMPORTANT: When submitting Lead or Contact Analytics data with S4S Sitecore Experience Forms, you may see Sitecore Error Log entries like the following: 42444 11:26:31 ERROR Error: FuseIT.Sitecore.SalesforceConnector.Services.SalesforceServiceFoundation - Errors in upsert results. Failed Records Count =3 This is due to S4S saving analytics data using the S4S DisparateSalesforceService to conserve API calls. If records already exist Sitecore Visits, Goals or Profiles from a previous form submission or from the Bulk Update Analytics job, the those inserts will fail. While it is logged as an error in Sitecore, there will be no error in the data that is recorded against the Lead or Contact. |
Please see the following link if you are experiencing errors in the Mapping Wizard user interface:
Next Step
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