Sharing Sitecore marketing data with your Salesforce team helps them build a valuable picture of your next customer. Conversely, Salesforce contains a wealth of data that Sitecore can use to create a focused and personalized visitor experience. As separate entities, your systems lack the full potential to acquire new and attract repeat business. S4S opens up a world of new possibilities - some typical uses cases are listed below.
Case 1 - Salesforce contact created from a Sitecore web form
Case 2 - Sales team changes the experience of Sitecore website visitors
Case 3 - Web-to-Custom object capture from a Sitecore Apply Now form
Case 4 - Show Salesforce reports on the Sitecore website
Case 5 - Salesforce campaign members sent emails from Sitecore EXM
The following cases use the included S4S Security Connector module.
Case 6 - Salesforce contacts are Sitecore Users
Case 7 - Salesforce contact details updated from the Sitecore website
Case 8 - Website users view Salesforce documents
Case 9 - Sitecore users see forms pre-populated from Salesforce
Case 10 - Sales team drive customer website experience from Salesforce
To support Sitecore EXM, the S4S List Builder (see Case 5 above) is included with S4S. The optional S4S EXM module goes to the next level and pushes the Sitecore email analytics to Salesforce.
Case 11 - Email recipient wants to opt-out of all future emails.
Case 12 - Email recipient wants to opt-out of only one email campaign.
Case 13 - Recipient clicks on a link to open the sender's Sitecore website.
If your Sitecore to Salesforce connection is "mission critical" the optional S4S Data Store module is available to sync Salesforce objects to a local instance of MongoDB. This optional module uses our M4S engine to trick Sitecore into thinking Salesforce is permanently available.
Case 14 - Customer logs into the Sitecore website when Salesforce in offline
There are many other use cases and advantages to using the S4S Data Store.
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