Sitecore Experience Forms let you quickly create web forms on your website. These forms are typically used for:
- Conference and event registrations
- Information requests
- Membership applications
- Survey or feedback submissions
- Setting communication preferences
- Job applications
Having forms on your website is great, but how do you get that crucially important data into your CRM? Our Sitecore to Salesforce integration, S4S, connects Sitecore 9 Experience Forms with Salesforce, enabling the data entered in any form to be seamlessly transferred to Salesforce. S4S includes a mapping wizard to make the set-up process very simple. The wizard can map a form to any Salesforce object and the related fields - the most common being to leads.
Sitecore editors first create a new Sitecore Experience Form and assign it an S4S Save Action. Next, they open the S4S Mapping Wizard from the Sitecore Launchpad and map the form to Salesforce by selecting:
- Which Salesforce instance they want to map their data to
- A form owner in Salesforce so they can be notified by workflow when a form is submitted
- A Salesforce object, or custom object
- A matching field in Salesforce for each field in the form
- Which fields are required to match to cause an update rather than an insert
- A Salesforce campaign to add the visitor to if the form is mapped to a lead or contact
- If the Sitecore analytics should also be pushed to Salesforce (Salesforce leads and contacts only)
S4S provides a great deal of interesting web browsing data to the salesperson. This information improves their knowledge and confidence, both essential, before initiating a conversation with the lead or contact.
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