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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 or examples in this document). 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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The Security Connector is an option that requires a package to 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” domain. After installing the Security Connector it is possible to control the Sitecore user membership information, roles and profiles from Salesforce. Note there are two ways to implement roles:
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| Sitecore For Salesforce-Core-1.7.13344.1.zip\items\master\sitecore\system\Modules |
You cannot delete directly delete this item without a security message so extract the entire zip to a new unzipped Sitecore for Salesforce - Core-x.x folder then drill down and delete the WFFM item. Next delete package.zip out of the original zip file and drag the entire modified package.zip across to the original. Install the modified zip as normal.
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