S4S Analytics (Optional)

It is possible to expose the browsing behavior of Sitecore website visitors in Salesforce if they submit a web form that creates a contact or lead record. A custom or Experience Forms/WFFM form can be used to push Sitecore analytics data to Salesforce. Once inside Salesforce, the browsing behavior can be viewed, reported against, and edited so the returning visitor will have the required experience in Sitecore.

Prerequisites

1. S4S
2. Sitecore web forms (Experience Forms or WFFM)
3. Access to your Sitecore instance from your Salesforce IP

4. Salesforce packages:

   • Sitecore Analytics for Leads and Contacts

Next Step (Optional)

Upgrade S4S to 1.9.18064.2

Upgrade S4S to 2.900.18222.3

Upgrade S4S to 2.911.19253.1 and later

Steps

• Upgrade S4S to 1.9.18064.2
• Upgrade S4S to 2.900.18222.3
• Upgrade S4S to 2.911.19253.1 or later
• Salesforce Callouts
• Salesforce Package Installation and Configuration (Optional)
  • FuseIT Sitecore Analytics Package (version 3.x)
  • Configure S4S Analytics
  • Editing Records
• Installation of S4S Analytics in Sitecore
  • Content Personalisation Based on Salesforce Values
  • Sitecore Analytics Synchronisation
  • Sitecore Analytics Synchronisation (Sitecore 9.1 and later)
• Resolve xDB Contact from Salesforce Pipeline
  • Get External Identifier
  • Get Salesforce Session
  • Get Salesforce Lead
  • Get Salesforce Entity
  • Resolve xDB Contact
  • Update Facets
  • Create Salesforce xDB Contact
  • Update S4S Personalization Data
• Analytics Troubleshooting