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Sitecore to Salesforce Connector

 

S4S is an enterprise integration between Sitecore XP 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. 

S4S

 

S4S Benefits

Discover ways to work with customers without leaving Salesforce:

  • A visitor completes a Sitecore web form that is mapped to Salesforce. The mapping is usually to a lead or contact 
  • In Salesforce, a new record immediately appears. It includes the Sitecore browsing behavior (from all previous visits)
  • A sales rep learns more about the visitor from the website browsing behavior
  • The rep changes field values in the record. Sitecore instantly adjusts the web experience
  • The rep calls the visitor and, from Salesforce, populates links on the website to direct the visitor to targeted pages - see S4S Now
  • The rep lists important records in a Salesforce report based on the number of Sitecore page visits

Read the S4S white paper

 

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
  • For customers using Sitecore EXM, the S4S EXM module pushes this detailed information to the recipients' individual Salesforce record for evaluation and reporting

 

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. Frequent S4S releases ensure the integration is kept up-to-date with security fixes. 

 

Other Benefits

S4S brings tangible benefits to sales and marketing teams in many industry verticals. You can learn more about S4S from our YouTube videos or schedule a free S4S demo for your sales, marketing, and/or developer teams.

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. 

 

Installation and Support

Before you get started, check out S4S support and the differences between S4S and Sitecore's offerings in this space. If you want to get started even faster, get a developer demo then schedule an assisted install in a non-production environment and discover S4S for yourself.

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

 

Contact Us Now

  
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  • One hour but can be shorter
  • At any technical level
  • All questions answered
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  • Access to an integration trial

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