Introduction
This section covers the configuration and usage of the:
- S4S Web Forms for Marketers Mapping Package: This lets Sitecore administrators use a wizard to map existing Web Forms for Marketers form fields to Salesforce object fields. To be visible in the S4S Mapping Wizard, WFFM forms must use one of the S4S Save Actions below.
- S4S Push Visitor Functionality: This makes it possible to populate new Salesforce Leads or Contacts with Sitecore analytics information. The Push Visitor functionality can be activated using the WFFM “S4S Push Visitor” save action evoked programmatically.
Overview
Use the S4S Web Forms for Marketers functionality to push Sitecore web form data to Salesforce leads, contacts or other objects. The functionality includes the S4S Mapping Wizard to map Sitecore WFFM forms to Salesforce objects and fields. The process to achieve this is:
- Use standard Sitecore Web Forms for Marketers functionality to create a web form with form fields that match the equivalent fields in the Salesforce object.
- Choose an S4S Save Action for the WFFM form - see Save Actions below.
- Click on the Sitecore Start button and select the S4S Mapping selection. Choose the WFFM created in the previous step.
- Select the Salesforce object and map the individual WFFM fields to the object fields.
This functionality is included in the standard connector.
The installed Save Actions are:
- S4S Generic Mapping: This Save Action maps WFFM fields to any object in Salesforce. For Salesforce lead or contact objects you can use the wizard to automatically add the visitor to a Salesforce campaign. No S4S Salesforce packages are required for this functionality.
- 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 receiver fields in Salesforce that are installed with a Salesforce package.
- S4S Identify and Push Visitor: Similar to S4S Push Visitor, this Save Action uses the field data in the nominated identifier field with the Sitecore Identify() method to determine if the current visitor has visited previously on another device. The visitors Sitecore Contact record will then reference all the other devices (and cookies) used on previous visits. If the visitor is authenticating into Sitecore it is useful to add the Identify() method to the login control and nominate the username (or email address) as the identifier. This increases the chance that Sitecore will match previous visits and push the visit analytics to 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.
Audience
The audience for this document is developers and implementers with experience in installing and configuring the appropriate Sitecore and Salesforce areas.
 | IMPORTANT: This information assumes that you have experience in managing the technology. |
Scope
This document describes instructions that apply directly to the FuseIT S4S WFFM Mapping Package and S4S Push Visitor functionality. It does not provide detailed information on Salesforce/Sitecore set-up and configuration.
Prerequisites
Sitecore
- Sitecore Web Forms for Marketers 2.3
- Sitecore DMS 2.0.1 rev.121009
Salesforce
| IMPORTANT: If you do not require Sitecore Analytics to be pushed to Salesforce, you can skip the prerequisites. |
Next Step
Sitecore Configuration for WFFM