Custom settings can be created at the organisation level or specific settings created for specific users.

To add a new setting click New. Note that there are two "New" buttons on this page.The top New button is the org level value - this will apply to all users and is the easiest to work with. The lower New button will allow you to restrict SF callouts to a user or profile. We suggest starting with the top org settings and get that working first.

Set the Maximum Visits to the number of visits that will be retrieved when the Get Latest Visits button in the Sitecore Visits related list is clicked. The maximum number of visits is 99.

Set the Site URL/IP to the address of the Sitecore site where the S4S web services are installed. The address can be a URL with resolution through public DNS or an IP address. Optionally you may also include a port number, i.e. http://8.8.8.8:8000. Alternatively, this may use a Salesforce Named Credential by entering "callout:<Named_Credential_API_Name>".

If this is not a public facing website, you will need to ensure that a pinhole is open from Salesforce through to your IIS server, load balancer, CD/CM at the indicated IP or URL. See Salesforce Callouts.

If you require special HTTP headers to be sent with callouts, these can be entered in the Custom Headers field (Salesforce package v3.5 or greater). Include both the header name and value separated by a colon, e.g. "ApiKey:ABC123". If multiple headers are required enter one per line.

Authorise the URL by adding it to Remote Site Settings. If your site address already exists in the remote site setting list, you do not need to do this again. This step is not required when using a Named Credential.

Setup » Administer » Security Controls » Remote Site Settings (Salesforce Classic)

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.

Next Step

Configure S4S Analytics Web Service Security

Steps

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