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Introduction

This information covers the installation steps needed to install and configure the FuseIT S4S connector.


The connector has many options - most will NOT be required.

Please use the S4S Installation Chart to ensure you only install what is needed.

Audience

The audience for this section is developers and implementers with experience in installing and configuring Sitecore. Experience with Salesforce is not required.

Scope

This document describes how to install FuseIT S4S Packages and not how to sett up and configure Salesforce or Sitecore.

S4S Installation Overview

Basic Install

The basic install requires a package to be installed into Sitecore and some minor Salesforce customization. Once completed you can create, read, update and delete Salesforce objects from Sitecore (like Contacts, Leads, Opportunities, Documents, Cases or custom objects). You can execute this functionality in Sitecore using custom code (see the Starter Kit or examples in this document). Note that S4S typically pushes and pulls information to and from Salesforce after a Sitecore event (button click, page load, scheduled task etc.).


IMPORTANT: The basic install assumes your Sitecore installation has the Web Forms for Marketer (WFFM) package installed. You need to install WFFM first, then install the S4S Core package. If you are not using WFFM, see the section below on how to exclude WFFM.

Web Forms for Marketers (WFFM)

If you have the Sitecore WFFM module installed and you want to push WFFM form data to Salesforce, S4S has 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

/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.

The Security Connector is optional. It is only required if you want visitors to log into the Sitecore website using credentials stored in a Salesforce Contact or Lead record. It requires a package to be installed in Salesforce.

The Security Connector overrides the ASP.NET membership provider so user data is only stored in Salesforce but appears in Sitecore in the “Salesforce” domain. This is commonly called "a single source of truth". After installing the Security Connector it is possible to control the Sitecore user's membership information, role, and profile from Salesforce. The most common way to implement roles is called "Multi-role" where fields in the Salesforce contact (or lead) record specify the Sitecore role. One or more Sitecore roles have the same names as selections in a custom multi-pick list in the Salesforce contact (or lead). 

Excluding Web Forms for Marketers

The basic install of S4S assumes you have the Web Forms for Marketer package installed. If you are not using WFFM, you should remove WFFM from the installation package before installing S4S. To do this, open the core zip file and note the Web Form for Marketers item in the following node:

Sitecore For Salesforce-Core-1.7.13344.1.zip\items\master\sitecore\system\Modules

You cannot directly delete this item without a security message so extract the entire zip to a new unzipped Sitecore for Salesforce - Core-x.x folder then drill down and delete the WFFM item. Next delete package.zip out of the original zip file and drag the entire modified package.zip across to the original. Install the modified zip as normal.

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