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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 Sitecore WFFM form there are two choose the required custom Submit Actions available for WFFM to push information form data to Salesforce. In the Sitecore tree these can be seen at

Section

/sitecore/system/Modules/Web Forms for Marketers/Settings/Actions/Save Actions

The default S4S Save Actions  The installed Save Actions are:

  • S4S Generic Mapping: Map WFFM fields to any object in Salesforce. For person objects you can use the wizard to automatically add a new Salesforce lead or contact to a Salesforce campaign.
  • S4S Push Visitor: Map Applicable for mapping WFFM fields to a Salesforce contact contacts or lead. Include in the push the Salesforce, Sitecore DMS analytics. This requires leads. This action pushes the form data to Salesforce, and the Sitecore DMS data associated with the visitors activities on the website. This requires several custom receiver fields in Salesforce. When a contact or lead is pushed to Salesforce a “S4SPersistedLogin” cookie is also created on the client. You can use this to render a unique website experience if the visitor returns to the website. See more about this in Section 9.9 of this document.

If one of these Save Actions is selected, the WFFM form will appear in the S4S Mapping wizard accessible from the Sitecore Start menu.

In the Sitecore tree these are installed at

Section

/sitecore/system/Modules/Web Forms for Marketers/Settings/Actions/Save Actions

 

Additional custom Save Actions can be built to improve WFFM validation and functionality when connecting to Salesforce.

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