Install the Salesforce package from - https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2v0000045cbw
You need to configure a URL (this needs to publicly accessible) or IP address of the S4S Now service in Salesforce under both Custom Settings and Security Controls (if you don’t have one already).
IMPORTANT: If you have a CD/CM structure, Salesforce callouts must be able to reach the CD server. |
Navigate to Setup » Build » Develop » Custom Settings (Salesforce Classic) or Setup » Platform Tools » Custom Code » Custom Settings (Lightning).
Click Manage in front of S4SNow Settings.
Click New to create a new setting.
Set the Name to Default.
Set the Web Service Url to the publicly accessible URL of your website(for example http://sitecoretest.fuseit.com) or an IP address which points to your website.
If your site address already exists in the remote site setting list, you do not need to do this again.
Navigate to Setup » Administer » Security Controls » Remote Site Settings (Salesforce Classic) or Setup » Settings » Security » Remote Site Settings (Lightning).
Enter the URL or IP address set up in Custom Settings above.
Note: This is a common area for mistake, either the address is not set up in both places, it does not match, or it is not accessible from Salesforce. |
Navigate to Setup » Build » Develop » Custom Settings (Salesforce Classic) or Setup » Platform Tools » Custom Code » Custom Settings (Lightning).
Click Manage in front of S4S Personalization Settings.
Append “FuseITAnalytics__AliasId__c” to the existing value in the Sitecore Contact Identifier Field Name field separated by a comma (‘,’).
Add the S4SNow tab to the relevant Salesforce apps.
Configure S4S Now Web Service Security