Introduction
S4S EXM pushes Sitecore email engagement analytics and response information to Salesforce. The module requires packages to be installed in Sitecore and Salesforce. Please note the following:
- The primary push action is trigger by a Sitecore Scheduled Task. This can be configured to fire as often as required but is typically constrained by API limits imposed by Salesforce.
- The Sitecore xDB interactions associated with emails are pushed to the "Sitecore Email Campaign Messages" related list in Salesforce lead and/or contact records.
- The Sitecore xDB interactions related to clickthroughs are pushed to the "Sitecore Analytics" related lists in Salesforce lead and/or contact records. Visibility of clickthrough behavior requires the S4S Analytics package to be installed in Salesforce.
List Builder is an application that lets operators create Sitecore Contact Lists in xDB from Salesforce Reports and Campaigns. Once a Sitecore Contact List has been created it can be associated with a Sitecore EXM email campaign.
To use S4S List Builder, you require S4S require S4S to be installed.
 | IMPORTANT: S4S List Builder is built as Sitecore Launch Pad application S4S EXM requires Sitecore Email eXperience Manager (EXM) to be installed. S4S EXM uses S4S List Builder to import Salesforce reports and campaigns into Sitecore Contact Lists. These are the email recipient lists used by Sitecore EXM. |
Usage
Using S4S List builder requires several steps:
...