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Sitecore to Salesforce Connector

 

S4S is an enterprise integration between Sitecore and Salesforce that creates new opportunities to interact with customers. S4S makes any information in one system available to the other in real time.

S4S shares Sitecore visitor browsing behavior with your Salesforce team to help them understand your next customer. S4S includes a mapping wizard to push Sitecore form data to Salesforce, along with the Sitecore Experience Analytics. This helps sales reps view the visitor's digital footprint and state of mind prior to sales calls. Conversely, Salesforce contains a wealth of data that Sitecore can use to create a personalized visitor experience. Sales reps can even tweak a Salesforce record to deliver a personalized web experience or page redirects during a sales call.  

Read the S4S white paper

The Power of S4S

Discover ways to work with customers without leaving Salesforce:

  • A visitor completes a Sitecore form (view details)
  • In Salesforce, a new lead immediately appears. It includes the Sitecore browsing behavior (analytics)
  • A sales rep learns more about the lead from the website browsing behavior
  • The rep changes field values in the lead record. Sitecore instantly adjusts the web experience
  • The rep calls the lead and, from Salesforce, populates links on the website to direct the lead to targeted pages - see S4S Now
  • The rep lists hot leads using a Salesforce report on Sitecore page visits

 

S4S Features

S4S helps in other ways (see use cases): 

  • Sitecore marketers can quickly map a Sitecore web form to any object in Salesforce using the S4S Form Mapping Wizard
  • Sitecore analytics in Salesforce can be mapped to marketing applications like Salesforce Marketing Cloud, Pardot, and Marketo so outbound emails can be personalized based on the individual's web browsing behavior
  • Salesforce contacts can log in to Sitecore portal pages with credentials stored in their Salesforce record 
  • Sitecore marketers can import campaign and report lists from Salesforce for use with Sitecore Email Experience Manager - see S4SLB

Security

Data security is a critical feature of any system that transacts data beyond the confines of your network. This is required with Salesforce integration so S4S ensures your data is moved directly between your Sitecore and your Salesforce instances - it never passes to a third party or intermediate entity. S4S uses and exceeds Salesforce best practices to ensure the data is fully protected on its journey between your systems.

 

Other Benefits

S4S brings tangible benefits to sales and marketing teams in many industry verticals. If you don't see exactly what you need out of the box, extended features can be quickly constructed using the integration's technical features. S4S never fails to impress and we get great customer feedback from our free install sessions and ticket responses.

You can learn more about S4S from our YouTube videos or schedule a free S4S demo for your sales, marketing, and/or developer teams. Before you get started, check out the capabilities and support differences between S4S and Sitecore's offerings in this space.

Contact Us Now

 

Interested in knowing more? Tell us about your challenges and find out how we can help.

Join our next S4S demo!

See the power of S4S in action.

Register for 21 March 2023

  • PST 12:00 pm - 1:00 pm
  • CST 2:00 pm - 3:00 pm
  • EST 3:00 pm - 4:00 pm
  • GMT 7:00 pm - 8:00 pm
  • CEST 8:00 pm - 9:00 pm
Please contact us for other dates and times

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