After installation of the package the Salesforce interface should be changed to expose the new S4S custom fields and functionality.
Four new custom fields should be added to the Contact UI for setting the Sitecore username and password fields.
Navigate to Setup » Object Manager » Contact » Page Layouts and choose the layout to change e.g. Contact Layout.
Editing the Contact Page Layout
Add a new Section called Sitecore to the bottom of the Contacts page.
Adding a new Sitecore section to the Contact Page Layout in Salesforce
Add the new custom fields to the new Sitecore Section:
Sample layout for Sitecore section
Note: For Salesforce Enterprise Editions and above the Password encryption checkbox does NOT need to be added to the Contact Page layout, and can be invisible to all Users. |
Save the Contacts modified page layout.
Add Sitecore Role Field to Contact