S4S EXM Installation (Pre-Sitecore 9)
Note: S4S EXM is an upgrade from S4SLB Plus. The original naming may appear in the packages, development files, and namespaces. |
Sitecore Package
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
- Add following configuration to S4S.config (typically in the /App_Config/Include folder) - add to inside the <Settings> section:
<!-- 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"/>
- Add following configuration related to Sitecore scheduled task below <Settings> section
- You can change the value of “interval” in the <agent> and control the scheduled run time.
<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>
- Look at the configuration files in the App_Config/Include/EmailExperience folder
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. <sitecore> <api> <services> <configuration type="Sitecore.Services.Infrastructure.Configuration.ServicesConfiguration, Sitecore.Services.Infrastructure"> <allowedControllers hint="list:AddController"> <allowedController desc="FuseIT S4SEXM">FuseIT.S4S.S4SLBPlus.Controllers.S4SEXMDashboardController, FuseIT.S4S.S4SLBPlus</allowedController> </allowedControllers> </configuration> </services> </api> </sitecore> |
Salesforce Managed Package
Note: The package for the Enterprise / Unlimited Edition contains APEX classes and Triggers that cannot be installed on Salesforce Professional Edition. |
Steps
- Install Salesforce package from - https://login.salesforce.com/packaging/installPackage.apexp?p0=04t6F0000017rHj
- Navigate to Setup » Develop » Custom Settings, click Manage and add a new setting called “default” under “S4S LBPlus Settings”. Add the public site URL (for example http://sitecoretest.fuseit.com) as the S4SLB web service URL value.
- Make sure you add the Remote Site Settings which points to your public site (Remote Site Settings are saved under Setup » Security Controls » Remote Site Settings).
- Add the “Sitecore Email Campaign Messages” related list and “Get Sitecore Email Campaign Analytics” button to the layout of Salesforce contact and lead (as required).
- Make sure the visibility of Salesforce contacts and leads is enabled and Edit and View permissions have been granted to “Email Opt Out” field.