S4S Assisted Installs and Q&A Sessions

S4S Installation and Q&A Sessions

We run free group sessions that show how to install S4S in one of our local Sitecore instances. It includes installing and configuring Salesforce packages.

This is also an opportunity to ask our developers questions about the integration, Sitecore, and Salesforce. The call usually takes one hour on a GoToMeeting. Use the contact form below to find out when the next group session is.

S4S Global Demos

These showcases S4S including features, advantages, licensing, and the commercials of the integration. The date of the next global S4S demo can be seen in the footer of this page.

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