Overview
If you need to surface Sitecore xDB analytics in Salesforce lead or contact records, you must install a package into Salesforce. This will create the custom objects and fields required to store the analytics. By storing it, you can use Salesforce reporting tools to query the data.
There are two processes required to push Sitecore analytics data to Sitecore:
- Use WFFM "S4S Identify And Push Visitor" save actions to push the analytics data in real time
- Use the S4S Sitecore scheduler to update the Salesforce data at regular intervals.
IMPORTANT: Only install an S4S Analytics Package into Salesforce if you are using the "S4S Identify And Push Visitor" save action.
Install Sitecore Analytics in Salesforce
Do not Install Sitecore Analytics in Salesforce
Prepopulating WFFM forms with User Information
Steps
- Sitecore Configuration for WFFM
- Pushing Sitecore Analytics to Salesforce (Optional)
- Prepopulating WFFM forms with User Information
- Identify And Push Visitor Save Action
- Save Action Code Example
- Using a Custom Save Action DLL
- Using a Custom Save Action with the S4S Mapping Wizard
- Custom Hidden Field Type