IMPORTANT: Proceed down this path only if you have Sitecore 8.2 or earlier |
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. You only need to install Salesforce packages if you want to do 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. |
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.
If you have the Sitecore WFFM module installed and want to use it to push web form data to Salesforce, S4S includes a significant functionality to support this.
S4S Analytics pushes Sitecore xDB data to Salesforce leads and contact records. This functionality requires the optional S4S WFFM functionality or alternatively, custom code on a Sitecore web form page.
This lets Sitecore administrators import Salesforce campaign and report lists into Sitecore for use with Sitecore Email Experience Manager (EXM).