Note: S4S EXM is an upgrade from S4SLB Plus. The original naming may appear in the packages, development files, and namespaces. |
IMPORTANT: Before installing S4S EXM in Sitecore, make sure you have already installed S4S (including S4SLB) and Sitecore EXM in your Sitecore instance. |
IMPORTANT:
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Steps
Install S4S EXM package from Desktop » Development Tools » Installation Wizard
<!-- Settings related to S4SLBPlus --> <!-- The ManageRoot path for Email campaign --> <setting name="S4SLBPlus.ManagerRootPath" value="/sitecore/content/Email Campaign" /> <!-- EXM PageEvent related settings --> <setting name="S4SLBPlus.EXMPageEventsFolderPath" value="/sitecore/system/Settings/Analytics/Page Events/EXM"/> <setting name="S4SLBPlus.EXM.UnsubscribeFromEmailEventId" value="450ADCBF-9429-48D1-B87F-B45691833D1F" /> <setting name="S4SLBPlus.EXM.EmailLinkClickEventId" value="87431B9B-FA39-4780-BEB3-1047B9E61876" /> <setting name="S4SLBPlus.EXM.FirstEmailLinkClickEventId" value="BFC9EB31-1D02-486B-A3A0-5B36A138CCF7" /> <!-- Optional setting --> <setting name="S4SLBPlus.DefaultHours" value="5"/> |
<scheduling> <!-- S4SLBPlus scheduler update Salesforce Contacts or Leads with Sitecore EXM analytics data --> <agent name="S4SLBPlusScheduler" type="FuseIT.S4S.S4SLBPlus.ScheduledTasks.S4SLBPlusScheduler" method="Run" interval="00:30:00"></agent> </scheduling> |
In the Sitecore.EmailExperience.ContentManagement.config and Sitecore.EmailExperience.ContentDelivery.config, set all the “addCampaignToInteraction” parameters to true as shown below.
<param desc="addCampaignToInteraction">true</param> |
IMPORTANT: S4SEXM uses the Sitecore SSC Framework for communication between client and server, which is configured within the App_Config\Include\Sitecore.Services.Client.config file. In other words if your Sitecore instance hosted in a remote location from where you try to connect as a client, you have to change the “Sitecore.Services.SecurityPolicy” config setting value in App_Config\Include\Sitecore.Services.Client.config file to “Sitecore.Services.Infrastructure.Web.Http.Security.ServicesOnPolicy, Sitecore.Services.Infrastructure”. OR Add following configuration section to S4S.config in App_Config/Include (Or any other config file) Or add it as a separate patch file. This will allow access to the controller which S4S EXM is using in Sitecore SSC framework.
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Note: The package for the Enterprise / Unlimited Edition contains APEX classes and Triggers that cannot be installed on Salesforce Professional Edition. |
Steps