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If you have the Sitecore WFFM module installed and you want to push WFFM form data to Salesforce, S4S has includes a mapping wizard to make this easy.
When creating the Sitecore WFFM form choose the required custom Save Actions to push the form data to Salesforce. The installed Save Actions are:
- S4S Generic Mapping: 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: This Save Action maps WFFM fields to Salesforce Contacts or Leads only. This action pushes the form data to Salesforce, and the Sitecore xDB data associated with the visitor's activities on the website. This requires several custom receiver fields in Salesforce.
In the Sitecore tree, Save Actions are installed at
| Section |
|---|
/sitecore/system/Modules/Web Forms for Marketers/Settings/Actions/Save Actions |
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. Developers can build custom Save Actions to improve WFFM validation and functionality when connecting to Salesforce. See the dedicated section to learn more about the S4S Web Forms for Marketers functionality.
Security Connector
IMPORTANT: The Security Connector is only required if you are using a custom login control.
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