After installation of the package the Salesforce interface should be changed to expose the new S4S functionality.
Four new custom fields should be added to the Lead UI for setting the Sitecore username and password fields.
Navigate to a Leads page and Edit the page layout
Editing the Lead Page Layout
Add a new Section called "Sitecore" to the bottom of the Leads page.
Adding a new "Sitecore" section to the Lead Page Layout in Salesforce
Add the new custom fields to the new Sitecore Section:
Sample layout for Standard Edition Sitecore section
Note: For Salesforce Enterprise Editions and above the Password encryption checkbox does NOT need to be added to the Lead Page layout, and can be invisible to all Users. |
Save the Leads modified page layout.
Add Sitecore Role Field (Pre-Sitecore 9)