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Introduction

This document covers the installation steps needed to install and configure the FuseIT S4S connector. A separate document is available for installing S4S ECM.

 

IMPORTANT: The connector has a number of install options and some may not be necessary for your requirements. Please ensure you read Section 1.4

Audience

The audience for this section is developers and implementers with experience in installing and configuring Sitecore. Experience with Salesforce is not required.

 

IMPORTANT: This document assumes that you have experience in managing Sitecore. Please see the Scope notes below.

 

Scope

This section describes instructions that apply directly to the FuseIT S4S Packages installation and setup. It does not provide information on setting up and configuring Salesforce or Sitecore.

Install Options

The connector has a number of install options that you need to consider:

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  • S4S ECM: This is optional and requires a package be installed in Salesforce. The ECM functionality is detailed in a separate document. This install allows Salesforce Campaigns and associated member lists to be pushed to the Sitecore ECM module for processing and/or dispatch. It has a range of other features noted on the FuseIT website.

Excluding Web Forms for Marketers

The Basic Install of S4S assumes you have the Web Forms for Marketer package installed. If you are not using WFFM, you should remove WFFM from the installation package before installing S4S. To do this, open the core zip file and note the Web Form for Marketers item in the following node:

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