Introduction

S4S List Builder is an application that lets operators create Sitecore Contact Lists in xDB from Salesforce Reports and Campaigns. Once a Sitecore Contact List has been created it can be associated with a Sitecore EXM email campaign.

IMPORTANT: S4S List Builder is also known as S4SLB.

Usage

Using S4S List builder requires several steps:

1. Create Salesforce Reports and Campaigns

• Campaigns: One or more active Salesforce campaigns, each comprising leads or contacts (or both), can be the data source for S4S List Builder
• Reports: Only one report can be used at a time. It needs to have the following columns in the report:
  • Lead ID or Contact ID or Lead/Contact ID
  • First Name
  • Last Name
  • Email address

2. Open S4S List Builder from the Sitecore Launchpad

3. Select Salesforce instance you want to connect to by using the correct connection string from the drop-down

4. Select the Data Sources

Select one report or several campaigns with an Active status. Note the campaign list from Salesforce shows the number of contacts, leads, and converted leads.

5. View the Summary Data

After selecting at least one item, users can click the next button and come to step 2. This allows users to edit the name of the Sitecore Contact List they are about to create and add a description. The "Total Size" field shows the count of members expected to be created in Sitecore if each Salesforce entity has the prerequisite data.

6. Import the List

Depending on the list size, the import processing time will vary. Once the import is completed, Sitecore will only release the list after it has been indexed, which may take some time if the list is large. After creating the new Sitecore contact list in xDB, users have the option to use the Sitecore List Manager to remove duplicates, filter members, and create segmentations.

IMPORTANT: The Salesforce Lead Id and Contact Id do not appear against the Sitecore Contact when viewed in Sitecore. They are saved in the S4SInfo facet in the Sitecore contact and can be programmatically accessed.

IMPORTANT: When importing Salesforce Campaigns, Salesforce campaign member id will be added to the "S4SInfo" custom facet.

Operational Nuances

Campaigns

• Some Salesforce campaigns that are restricted or have locked access may appear in S4S List Builder in Sitecore pending the permissions of the API user (which can be changed in Salesforce). 
• Additional spaces in Salesforce Campaign names are not visible in Salesforce. They are, however, visible through the API and therefore S4S List Builder in Sitecore.
• No changes to the Salesforce Campaign status is made during the import process.  

Reports

• Only those Salesforce reports that have been recently created or saved will appear in S4S List Builder in the Sitecore.
• Some reports may appear that do not have the required fields (see Section 1 above). If a required field is missing, an error message will appear after the import has been attempted.

Next Step - Installation

For Sitecore 9.0-9.2

For Sitecore 9.3 and above