Introduction
S4S EXM pushes Sitecore email engagement analytics and response information to Salesforce. The module requires packages to be installed in Sitecore and Salesforce.
IMPORTANT: S4S EXM requires S4S List Builder to import Salesforce reports and campaigns into Sitecore Contact Lists. These are the email recipient lists used by Sitecore EXM. |
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Sending the email response behavior to Salesforce works as follows:
- The push to Salesforce action is triggered by a Sitecore Scheduled Task. This can be configured to fire as often as required based on:
- the needs of the users for timely data.
- the number of available API calls (imposed by Salesforce).
- the length of time taken to update Salesforce (volume of data).
- the times when the website is processing lower traffic volumes.
- 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.
Prerequisites
To use S4S EXM, you require the following:
- Sitecore version greater or equal to Sitecore 8.2.
- Sitecore Email Experience Manager (EXM) version greater or equal to 3.4.
- S4S EXM will partially work with Sitecore EXM 3.3 (opt-ins and opt-outs are not pushed to Salesforce). S4S EXM will not work with Sitecore EXM 3.2 and earlier versions.
- S4S version with changeset cs29282 or later e.g. S4S Release 1.81.17031.1 or 1.82.16343. This equates to 31 January 2017 or later.
- S4S List Builder is not required but is ideal for importing Salesforce reports and campaign member lists to Sitecore.
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