S4S Options (Pre-Sitecore 9)

IMPORTANT:  Proceed down this path only if you have Sitecore 8.2 or earlier

Introduction

A number of S4S options are included with every S4S release but you may not choose to implement these features.

Salesforce Packages

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:

• S4S Security Connector for Contacts 

• S4S Security Connector for Leads

• Sitecore Analytics for Leads and Contacts

• Push Sitecore email analytics to Salesforce with the optional S4S EXM module 

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.

Options

Security Connector

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.

Web Forms for Marketers (WFFM)

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

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. 

S4S List Builder

This lets Sitecore administrators import Salesforce campaign and report lists into Sitecore for use with Sitecore Email Experience Manager (EXM).

Steps

• Configuring the Starter Kit (Optional) (Pre Sitecore 9)
• S4S Web Forms for Marketers (Optional) (Pre-Sitecore 9)
• S4S Analytics (Optional) (Pre-Sitecore 9)
• Install Security Connector for Contacts (Optional) (Pre-Sitecore 9)
• Install Security Connector for Leads (Optional) (Pre-Sitecore 9)
• S4S List Builder (Optional) (Pre-Sitecore 9)