 | Note: S4S EXM is an upgrade from S4SLBPlus. The original naming may appear in the packages, development files, and namespaces. |
Sitecore Package
- Install S4SEXM Sitecore package from Sitecore Desktop » Development Tools » Installation Wizard
- You can change the value of “interval” in the "S4SLBPlusScheduler" <agent> and control the S4SEXM scheduler run time (by default it has been set to eight hours).
In the App_Config/Sitecore/EmailExperience/Sitecore.EmailExperience.ContentManagement.config and App_Config/Sitecore/EmailExperience/Sitecore.EmailExperience.ContentDelivery.config, set all the “addCampaignToInteraction” parameters to true as shown below.
<param desc="addCampaignToInteraction">true</param>
Salesforce Managed Package
| Note: The package for the Enterprise / Unlimited Edition contains APEX classes and Triggers that cannot be installed on Salesforce Professional Edition. |
- Install Salesforce package from - https://login.salesforce.com/packaging/installPackage.apexp?p0=04t6F0000045ZuV
- Navigate to Setup » Develop » Custom Settings, click Manage and add a new setting called “default” under “S4S LBPlus Settings”. Add the public site URL (for example http://sitecoretest.fuseit.com) as the S4SLB web service URL value.
- Make sure you add the Remote Site Settings that point to your public site (Remote Site Settings are saved under Setup » Security Controls » Remote Site Settings).
- Add the “Sitecore Email Campaign Messages” related list and “Get Sitecore Email Campaign Analytics” button to the layout of Salesforce contact and lead (as required).
- Make sure the visibility of Salesforce contacts and leads is enabled and Edit and View permissions have been granted to “Email Opt Out” field