Pushing Sitecore Analytics to Salesforce (Optional) (Pre-Sitecore 9)

Overview

If you need to surface Sitecore xDB analytics in Salesforce lead or contact records, you must install a package into Salesforce. This will create the custom objects and fields required to store the analytics. By storing it, you can use Salesforce reporting tools to query the data.

There are two processes required to push Sitecore analytics data to Sitecore:

• Use one of the WFFM "S4S Push Visitor" save actions to push the analytics data in real time
• Use the S4S Sitecore scheduler to update the Salesforce data at regular intervals. 

  IMPORTANT: Only install an S4S Analytics Package into Salesforce if you are using a "Push Visitor" save action.

Install Sitecore Analytics in Salesforce

S4S Analytics (Optional) (Pre-Sitecore 9)

Do not Install Sitecore Analytics in Salesforce

Prepopulating WFFM forms with User Information (Pre-Sitecore 9)

Steps

• Sitecore Configuration for WFFM (Pre-Sitecore 9)
  • Configure the Sitecore SaveAction Template Field (Pre-Sitecore 9)
  • Configure Multiple Salesforce Org Connection Strings (Pre-Sitecore 9)
  • Set the S4S Field Mappings (Pre-Sitecore 9)
  • Create a New Sitecore Web form (Pre-Sitecore 9)
• Pushing Sitecore Analytics to Salesforce (Optional) (Pre-Sitecore 9)
• Prepopulating WFFM forms with User Information (Pre-Sitecore 9)
• Identify And Push Visitor Save Action (Pre-Sitecore 9)
• Save Action Code Example (Pre-Sitecore 9)
• Using a Custom Save Action DLL (Pre-Sitecore 9)
  • Create a new Sitecore Web Forms Save Action (Pre-Sitecore 9)
  • Create Sitecore WFFM Form for the Custom Save Action (Pre-Sitecore 9)
• Using a Custom Save Action with the S4S Mapping Wizard (Pre-Sitecore 9)
• Custom Hidden Field Type (Pre-Sitecore 9)