S4S Assisted Installs

We offer free installation assistance to anyone wishing to install or upgrade S4S in their environment. An assisted install will save time, increase your understanding, and ensure you only install what you need.

S4S Installation Session

We recommend anyone considering S4S schedules a free one-to-one assisted install at a time convenient to both parties. The call usually takes one hour on a GoToMeeting. You require a working Sitecore site to install S4S into.

This is also an opportunity to ask our developers questions about the integration, Sitecore, and Salesforce. Please use the contact form below to start a dialogue.

S4S Demo

The date of the next global S4S demo can be seen in the footer of this page.

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Possible S4S Installation Agenda

Install Core S4S Package

Download the package
Install in Sitecore
Copy xConnect files
Configure a connection to Salesforce
Configure multiple orgs (if required)
Show the S4S status page

Setup S4S with Sitecore Forms

Hook up the existing form to S4S without "Push Analytics"
Show data inserts/updates in Salesforce with Field Matching Rule
Explain the need to publish after making changes

Install S4S Analytics 1 - Push analytics from forms and bulk update

Install the Salesforce package and set up the page layouts
Configure S4S Bulk Updater in Sitecore
Show how to test the bulk updater
Show analytics being submitted from a Sitecore form
Show bulk analytics being updated in Salesforce

S4S Analytics 2 Salesforce Callouts

Sitecore will be pre-configured to receive callouts from Salesforce
Explain why it is necessary to configure Salesforce callouts:
- Webservice API key etc.
- Remote Site Settings in Salesforce
- Custom Settings in Salesforce
- Show what uses callouts
- Get latest visits

Sitecore Personalization Module

Install the Salesforce package
Sitecore personalization rules
Demo how it works out-of-the-box

S4S Now Module

Install the Salesforce package
Show the Sitecore configuration

Not normally included:

S4S Membership Provider
S4S EXM
S4S Listbuilder

Join our next S4S webinar!

See the power of S4S in action.

Registrations are now open for
26 October 2021

PST 12:00 pm - 1:00 pm
CST 2:00 pm - 3:00 pm
EST 3:00 pm - 4:00 pm
GMT 8:00 pm - 9:00 pm
CEST 9:00 pm - 10:00 pm
Contact us for other times

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S4S Assisted Installs and Q&A Sessions

S4S Assisted Installs

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