The package requires a custom field to be added, which will map a Contact (user) to Sitecore role/roles. This can be done via a checkbox, picklist or multi-select picklist.

Navigate to Setup » Object Manager » Contact » Fields & Relationships

Customising Contact Fields

The custom field API name should be the same as the value of 'roleFieldName' given in the web.config file. In this case the API name will be "Sitecore_Role__c".

<add name="salesforce" type="FuseIT.Sitecore.SalesforceSecurityProvider.SalesforceContactRoleProvider, FuseIT.Sitecore.SalesforceSecurityProvider" roleFieldName="Sitecore_Role__c" connectionStringName="S4SConnString" readOnly="false"/>

If a multi-select picklist or picklist field is required, make the values for the picklist are the same as the roles that are required. For example, if a requirement was to allow users to add contacts to the ‘Example Role 1’ role – we would add ‘Example Role 1’ to the list of picklist values.

Multi-Role using multi-select picklist

If checkboxes are required, add a checkbox for each role. It is important to ensure the checkbox field label is the same as the required role name.

Multi-Role using checkboxes

Password Encryption

The password encryption checkbox is a way for Sitecore authentication to determine if the supplied password is encrypted or not. In Salesforce Enterprise and above editions the password will be encrypted when saving the Contact or Lead automatically. In all other Salesforce editions, the Contact or Lead Password will be encrypted after the first successful login into Sitecore.

Next Step

Install Security Connector in Sitecore for Contacts

Steps

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