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This information covers the installation steps needed to install and configure the FuseIT S4S connector. You should NOT install everything - several features are "either/or". 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 below and/or the S4S Installation Chart. |
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 to installing the FuseIT S4S Packages and does not provide information on setting up and configuring Salesforce or Sitecore.
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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 the Starter Kit 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.).
| IMPORTANT: The basic install assumes your Sitecore installation has the Web Forms for Marketer (WFFM) package installed. You need to install WFFM first, then install the S4S Core package. If you are not using WFFM, see the section below on how to exclude WFFM. |
Web Forms for Marketers (WFFM)
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You cannot 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.
S4S ECM Installation Overview
This S4S Email Campaign Manager is a paid option that requires a package be installed in Salesforce. 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.