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

S4S Installation Overview

Basic Install

The basic 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 can execute this functionality in Sitecore using custom code (see examples in the 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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When creating the Sitecore WFFM form choose the required custom Submit Save Actions to push the form data to Salesforce. The installed Save Actions are:

• S4S Generic Mapping: Map This Save Action maps 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: Applicable for mapping This Save Action maps WFFM fields to Salesforce contacts Contacts or leadsLeads only. 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 Contact or lead 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 , Save Actions are installed at

Additional If one of these Save Actions is selected, the published WFFM form will appear in the S4S Mapping Wizard which is accessible from the Sitecore Start menu. Additional custom Save Actions can be built to improve WFFM validation and functionality when connecting to Salesforce.

Security Connector

The security connector is 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 only stored in Salesforce but appears in Sitecore in the “salesforce” “Salesforce” domain. After installing this option the Security Connector it is possible to control the Sitecore user membership information, profiles, roles and the Sitecore landing page directly profiles from Salesforce. Note there are two ways to implement roles:

• • Single role using the Salesforce Account to specify the
Sitecore role  
• • Sitecore role. All contacts that belong to the Account will be Sitecore users in a Sitecore role with the same name as the Salesforce Account.  
  • Multi-role using fields in the contact (or lead) record to specify the Sitecore role

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• • . One or more Sitecore roles have the same names as selections in a custom multi-pick list in the Salesforce contact (or lead).  

Campaign Members as Sitecore Roles

Another option is 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. More comprehensive and bi-directional functionality is provided by the S4S ECM module. 

S4S ECM Installation Overview

This S4S Email Campaign Manager is an a paid 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 FuseIT website.

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