A number of S4S options are included with every S4S release but you may not choose to implement these features.
The connector has many options - most will NOT be required. |
In many cases, you do not need to install Salesforce packages. Install Salesforce packages only if you need one of the following:
Note that some are unmanaged packages so you can modify them to better fit into your Salesforce instance.
Note: You will need to install a Salesforce package when pushing Sitecore analytics to Salesforce. |
Included with S4S, the Starter Kit can be installed into a new Sitecore instance and used to see how Salesforce transactions are developed using S4S. The source code is for demonstration purposes only.
S4S includes significant functionality to support Experience Forms. Older WFFM forms are also supported for some versions of Sitecore 9.
In conjunction with Sitecore forms, S4S Analytics pushes Sitecore xDB data to Salesforce leads and contact records. This functionality requires web forms to have an S4S Save Action or alternatively, custom code on a Sitecore web form page.
The Security Connector 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 List Builder lets Sitecore administrators import Salesforce campaign and report lists into Sitecore for use with Sitecore Email Experience Manager (EXM).
S4MC is a standalone option (independent to Salesforce) that lets Sitecore editors map Sitecore forms to Marketing Cloud subscriber lists (and data extensions) using a convenient wizard.
Use the included S4S xDB custom contact facet and personalization rules to create personalized content based on values stored in the xDB contact
S4S Now allows sales operators to view and personalize current Sitecore sessions from Salesforce.
Choose an installation option from the list below.