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This information covers the installation steps needed to install and configure the FuseIT S4S connector. Separate Separate information 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 see the Install Options notes below. |
Audience
The audience for this section is developers and implementers with experience in installing and configuring Sitecore. Experience with Salesforce is not required.
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This section describes instructions that apply directly to installing the FuseIT S4S Packages installation and setup. It does not provide information on setting up and configuring Salesforce or Sitecore.
Install Options
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Installation Overview
Basic Install
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The basic
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install requires a package to be installed into Sitecore and some minor Salesforce customization. Once completed you can create, read, update and delete Salesforce objects from Sitecore (like Contacts, Leads, Opportunities, Documents, Cases or custom objects). You
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can execute this functionality in Sitecore using custom code (see examples in the
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Starter Kit and support documentation). Note that S4S pushes and pulls information to and from Salesforce after a Sitecore event (button click, page load, scheduled task etc.)
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.
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The basic install assumes your Sitecore installation has the Web Forms for Marketer (WFFM) package installed. You need to install
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WFFM first, then install the S4S Core package. If you
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are not
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using WFFM, see the
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section below on how to exclude WFFM.
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Web Forms for Marketers (WFFM)
If you have the Sitecore WFFM module installed and you want to push the WFFM form data to a Salesforce object, S4S has a mapping wizard to make this easy. When creating the WFFM form there are two Submit Actions available for WFFM to push information to Salesforce. In the Sitecore tree these can be seen at
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/sitecore/system/Modules/Web Forms for Marketers/Settings/Actions/Save Actions |
The default S4S Save Actions are:
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Additional custom Save Actions can be built to improve WFFM validation and functionality when connecting to Salesforce.
Security Connector
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The security connector is an option that requires a package be installed in Salesforce. This install lets users log into the Sitecore website using credentials stored in a Salesforce Contact or Lead record. The Security Connector overrides the ASP.NET membership provider so user data is stored in Salesforce but appears in Sitecore in the “salesforce” domain. After installing this option it is possible to control the Sitecore user membership information, profiles, roles and the Sitecore landing page directly from Salesforce. Note there are two ways to implement roles:
- Single role using the Salesforce Account to specify the Sitecore role
- Multi-role using fields in the contact record to specify the Sitecore role
It is also possible to expose Salesforce Campaign Members as Sitecore users by setting up a separate domain for this provider. This functionality is provided for purposes such as reporting, emailing, etc and as such, these users are read only and are not used for authentication purposes.
S4S ECM
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This
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S4S Email Campaign Manager is an option that 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
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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 are not using 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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