1. Sitecore to Salesforce Integration
S4S Demo
This is a technical discovery of S4S, the FuseIT Sitecore to Salesforce integration.
The ideal audience for this presentation are developers, solution architects or any other person who wants to understand the connector at a technical level
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2. Fuse Information Technology Ltd
Enterprise integrations
driving business profitability
Before we start the walkthrough, I’d like to let you know who we are and how we know about the Salesforce to Sitecore integration space
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3. FuseIT
Incorporated 1992
60 global customers serviced by 10 specialists
Salesforce Consulting and ISV Partner
Integration products
Custom development (mainly US based clients)
Sitecore Technology Gold Partner
Some Sitecore web development
HPE IMAP Gold Partner
HPE Records Manager (TRIM) integration
FuseIT has been around since 1992 but we really focused on building integration products after we became Salesforce and Sitecore partners in Although we are based in New Zealand our perspective has always been global. Our team of 10 is very experienced and have been with us many years. Staff turnover is low, probably due to our location being in the sunniest part of New Zealand
[click] We do a lot of work in Salesforce with several clients in the States, mainly in California where the times zones work well for us.
[click] We are well known in the Sitecore space having helped sign deals with large customers who insisted on Sitecore having a robust Salesforce integration.
[click] We also work with HPE Enterprise on some integrations with Sitecore and Salesforce [click]

4. Selection of Customers
Our customers are from across the globe and in many verticals. They include Fortune 500 companies like American Express and United Health Group.
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5. Where are our customers?
Miller Group
Microsystems
United Health Group
Ruuki
Stratasys
Allianz
American Express
Stanley Black & Decker
Sydney Airport

6. S4S SooT M4S S2T T4S Connector Suite Connectors
We have many enterprise connectors between different technologies. Note that our G4S and S4S connectors are very similar but S4S has Sitecore specific features. Our other key Sitecore connector is called SooT which extends Sitecore with the secure document handling. It does this by integration with HPE Records Manager, also known as TRIM
[click] Sitecore and TRIM, and ASP.NET applications are all built on Microsoft stacks
[click] We also have M4S that works well with S4S and integrates Sitecore to MongoDB. We will see more on that soon
[click] But for now, lets look at why we need to integrate at all
T4S

7. S4S Business Rewards
Quickly create web forms and map them to Salesforce objects
Auto-add web leads to nominated Salesforce campaigns
Capture browsing analytics in Salesforce (know your customer)
Better filter and identify Salesforce leads - targeted campaigns
Personalize web content from Salesforce
Rationalize Salesforce licensing (save $150 per month per user)
Centralize governance, administration and oversight
Create a single source of data
Complete, Relevant, Accurate, Timely, and Accessible data
So obviously S4S solves these problems and quite a few more like quickly mapping Sitecore web forms to Salesforce, and, at the same time, adding them to a nominated campaign.
Say your company hosts a round table in Vegas and needs to promote the event on the company website. In Sitecore, a registration from can be quickly created and mapped to the Salesforce leads object and a nominated campaign. Any registrant completing the form, will become a new lead in Salesforce and added to the selected campaign. This process saves a lot of time and can be done entirely from Sitecore.
[click] When a Sitecore form is completed we can choose to push the Sitecore analytics, visit by visit, into Salesforce.
[click] All this data in Salesforce means we have a much better idea of who we are talking to. It also means we have more criteria to create accurate reports and campaigns in Salesforce
[click] Its possible to personalize implicitly and explicitly and we will cover this shortly
[click] We can create web portals
[click] Control, administer and track web functions from within Salesforce
[click] Make Salesforce the data source so any data that Sitecore produces is pushed to Salesforce
[click] The connector has been built so Sitecore developers can complete projects faster and without risk. We connect our FuseIT developers directly to your developers to make implementation as easy as possible

8. Web Forms for Marketers Email Experience Manager
What is S4S 2
S4S Connection Interface
Users
Contacts
Roles
Connection Interface
Accounts
Profiles
Partner API
Opportunities
Reports
S4S
Documents
Leads
Custom Forms
Products
Web Forms for Marketers
Campaigns
Cases
Experience Manager
Custom Objects
Instant bi-directional connectivity

9. Web Forms for Marketers
Create and Update Salesforce Objects
Contacts
Accounts
Partner API
Opportunities
S4S
Documents
Visitor submits a web form
Leads
Update custom objects
Products
Web Forms for Marketers
Campaigns
Cases
Cases
First, the basics.
Here is the process when a visitor submits a web form to create a new Salesforce object.
Walkthrough
Custom Objects
S4S Wizard maps forms to Salesforce
Upload documents to Salesforce attachments

10. Web Forms for Marketers
Create Salesforce Leads or Contacts
Sitecore behavior is visible in Salesforce
Contacts
Contacts
Form data
Goals reached
Accumulated goal points
Pages visited count
Profile Cards
Pattern Cards
Partner API
S4S
Reportable
Visitor submits a web form
Leads
Actual pages visited
Duration on each page
Date of visit
Visitor IP
View on demand
Web Forms for Marketers
Sitecore saves navigation behavior
Sitecore XDB
For “people” objects, the process pushes the Sitecore analytics.
Walkthrough

11. Web Forms for Marketers
Implicit Personalization from Salesforce
Control personalization from Salesforce
Contacts
Contacts
Form data
Goals reached
Accumulated goal points
Pages visited count
Profile Cards
Pattern Cards
Partner API
S4S
Leads
Sitecore Visitor ID
Web Forms for Marketers
Sitecore XDB
Once the intelligence is in Salesforce, we can push the data back to Sitecore so returning visitors will get a sales driven web experience.
Walkthrough

12. Web Forms for Marketers
Implicit Personalization from Salesforce
Sitecore renders a tailored experience
Contacts
Contacts
Partner API
Form data
Goals reached
Accumulated goal points
Pages visited count
Profile Cards
Pattern Cards
S4S
Leads
Sitecore Visitor ID
Web Forms for Marketers
Sitecore XDB
Implicit personalization means that Sitecore will change the returning visitor’s experience as they continue to browse. This allows the most recent behavior to be surfaced in Salesforce.
Walkthrough

13. Sitecore Portal and Explicit Personalization
Single data source
Users
Contacts
Roles
Profiles
Roles
Partner API
Control website experience from Salesforce
Profiles
S4S
Leads
Members of your sales team or privileged customers can access Salesforce data via dedicated portal pages only accessible after authentication.
Walkthrough

14. Tell S4S to Authenticate from Salesforce
With S4S you can choose to overrides the ASP.NET membership, role and profiles providers that Sitecore natively uses for authentication.
Looking at the ASP.NET login control you can see that Salesforce contact credentials can be accessed by adding the Salesforce domain name prefix to the username. After that, you can deal with the logged in user exactly as you would deal with any Sitecore that would exist in the core database. Note that the user details do not exist in Sitecore, only Salesforce.
In the Sitecore role and user manager accessed from the Sitecore Desktop, the Salesforce contract will appear normally. ,

15. S4S Email Experience Manager
Optional add-on module for Sitecore EXM users
Overcome Salesforce limits – 500/1000 s per day
Compile marketing lists in Salesforce
Dispatch choices:
Dispatch directly from Salesforce via EXM or
Send lists to EXM for dispatch from Sitecore
Track recipient behavior in Salesforce
The only commercial extension to S4S is the E4S EXM module which supports the Sitecore Experience Manager.
Natively Salesforce only allows up to s a day to be sent. Most companies need to extend this capability and using Sitecore EXM is a powerful way to do it. The latest versions of Sitecore EXM can process huge numbers of s
The S4S EXM module uses standard Salesforce campaigns as a starting point and allows operators to dispatch s entirely from Salesforce or just send them to Sitecore for dispatch there.
As you would expect, the recipient behavior, whether they ignore or open s, or advance to the website from the is all tracked back to Salesforce.
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16. S4S EXM Functionality S4S EXM Reportable Partner API
and website behavior in the campaign member record
Extend the campaign capabilities of Salesforce
Contacts
Opt Out
Goals reached
Accumulated goal points
Pages visited count
Actual pages visited
Duration on each page
Date of visit
S4S
EXM
Reportable
Partner API
Leads
Campaigns
Experience Manager
Sitecore XDB
Walkthrough

17. Constraints Imposed by Salesforce
Consider API Request Limits when architecting your solution
If limits are exceeded, API is closed for 24 hours
Enterprise edition
5 licenses - limit is 5,000 requests per day
150 licenses - limit is 150,000 requests per day
15,000 licenses - limit is 1,000,000 requests per day
I want to mention API limits that are imposed by Salesforce as architects need to be aware of them when designing a solution.
The consequence of the exceeding the limits is complete API closure for 24 hours so you would not want to push data to Salesforce every time a visitor went to a new web page. Many of the invisible features of S4S relate to providing tools to help developers keep the API count down
The API limits relate to the number of Salesforce users you have and the Salesforce edition. For Enterprise edition, with 150 licenses you get around 150,000 API requests per day
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18. Caching Features Enterprise caching
Schema (metadata): Cache Salesforce object fields and data types to significantly improve performance and reduce the API count
Entity: Cache Salesforce sObjects with configurable expiration times
Configure S4S to use System.Net.Cache
Query result paging support
Batch results to Salesforce to reduce API count
Automatically bulkifies operations to and from Salesforce
Configure S4S to use MongoDB advanced caching
Advanced synching engine is highly configurable
Significantly reduces Salesforce API calls
Very fast login as there is no requirement to go to Salesforce
MongoDB caching doubles as Salesforce real time offline storage
Enables the bulk distribution of Salesforce data using REST
S4S has many mechanisms to reduce the number of API calls and improve performance. Foremost is Schema Caching where standard and custom objects and fields in Salesforce are cached.
When you retrieve data from Salesforce, Entity Caching localizes the data so additional calls for the same records will not consume or increment the API count.
[click] Sitecore uses System.Net.Caching and it can also be used by S4S to store query results like when paging through web grids showing lists of records
[click] Calls to Salesforce can be batched where, instead of retrieving a single record, S4S will pull several thousand on the same call so they can be scrolled through in Sitecore without additional API calls.
S4S methods let developers retrieve multiple objects in the same API call.
[click] We covered M4S that lets you cache to MongoDB. System.Net.Caching will cover 99% of your needs so we only recommend M4S if you have additional data needs like offline access or super fast login.
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19. Other Features
Status page at
Provides full data type mapping
Standard Salesforce objects are strongly typed
Use the T4 generator to create strongly typed classes for custom objects or
Access custom objects and fields directly by name
Supports proxy servers for connection to Salesforce
Handles Salesforce case insensitivity
Utilizes standard Sitecore logging
Fails gracefully if Salesforce goes offline or becomes inaccessible
Predictive recursive descent parser processes complex SOQL queries
Establishes and controls session state
Can establish sessions using SessionId and ServerUrl for embedding in customers Salesforce instances
OAuth support
There are many other features built into the connector.
The status page is useful if you need to know S4S is till operational and the connection to Salesforce is working.
Full data type mapping is a large part of S4S. Standard objects and fields are strongly typed in ASP.NET out of the box.
Custom fields or objects can be reference by string name or you can use our SFDC Explorer tool to generate strongly typed C# classes to develop against.
[click] Other important features include integrated logging with Sitecore, and failing gracefully when Salesforce goes down. You can get an idea of the extensive development of S4S by reviewing the release notes on our website.
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20. Email Automation Integration
Salesforce Automation Systems
Marketing Cloud aka Exact Target (owned by Salesforce)
Pardot (owned by Salesforce)
Eloqua, Marketo, Hubspot, Act-On etc.
Sitecore Integration
Web form and personalization data  S4S  Salesforce
Map Salesforce fields to the targeted automation systems
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21. S4S Installation Salesforce
Unlimited and Enterprise Editions. Requires a dedicated API user
Install packages depending on functionality
Sitecore
Usually installed by Sitecore Partner or in-house Sitecore developers
Technical assistance from FuseIT is included (if needed)
Timing Considerations
Developers need to absorb, design, implement, test and deploy
Test against production early - allows time to tweak architecture
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22. What Next Download now and start development Determine which License
Based on domain names, Salesforce instances and need for S4S EXM
Complete Legalities
Customer submits License and Maintenance Agreement
Partner and customer submit Technical Form
Customer submits Purchase Order Form
Invoicing
FuseIT invoice
Production license is issued when payment is received
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23. Sitecore Salesforce Connect
Compare Connectors
Salesforce Web to Lead or Case
FuseIT S4S
Free JavaScript code that creates Salesforce leads and cases
Exposes Salesforce Org Id to the public via “View Source”
Paid connector with many OOTB features
Enterprise proven professional product
Ongoing upgrades support new Sitecore releases
Salesforce development support from FuseIT
Works with all Salesforce standard and custom
Can be installed in any Salesforce instance with API access
Includes Starter kit and implementation code examples
Includes an operational status page to show configuration
Full error reporting to the Sitecore log file
Full Sitecore EXM support with the S4S EXM module
No performance issues and tools to optimize performance
Secure password encryption on in Salesforce
Multiple offline Salesforce backup features
Partner API is easy to configure, proven over time, and optimized for large data sets
Uses Salesforce packages so easy to manage
Salesforce .NET SDK
Free ASP.NET example code for connecting to Salesforce
Hefty development effort required to learn and debug integration
Sitecore Salesforce Connect
Free open source application (no care and no responsibility)
No upgrade path to support new releases of Sitecore
Sitecore centric features. No OOTB analytics support.
Works with Salesforce contacts (and campaign members) only
Can only be installed in Salesforce production instances
No ongoing support, code examples, error trapping or reporting
Walkthrough

24. FuseIT SFDC Explorer
Tool to help Sitecore developers write advanced integration functionality. Used by around 2000 users globally. Download and see more here. SOQL Query: Run SOQL queries against Salesforce. The results can be exported to an Excel file. Relationships: View Salesforce object relationships. Find Entity: Search for the Salesforce object associated with a Salesforce ID. Apex Tests: Run Apex tests synchronously or asynchronously. Show the code coverage for the selected tests along with what tests have passed and failed. Test log is can be viewed for the selected tests. Apex Test's Queued: Shows the queued Apex tests when the tests are running asynchronously. Apex Logs: Allows users to view the Apex logs for the Salesforce instance. Data Export: Iterate through a data export and copy the selections to a nominated server. Anonymous Apex: Run apex statements anonymously and show the output of the statements. WSDL Parser and Apex Generator: Lets developers select only the Apex methods needed, generate the Apex classes, then publish the classes.

25. S4S Overview Rock Solid Connection Engine
Customer driven feature additions since 2009
Proven by enterprises companies
Software releases track all Sitecore and Salesforce versions
Quick to market
Developers do not need to know Salesforce
Features to mitigate Salesforce API constraints
Guidance from FuseIT ensures project success
Maintenance plans that include updates and support
A quick review
S4S is an enterprise grade connector that has overcome many of the with
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26. Further Information www.fuseit.com
Terry Humphris
Annastashia Cambridge
Daniel Ballinger
YouTube Channel
CEO
Sales & Marketing Executive
Sitecore Developer and Salesforce MVP
Search for FuseIT S4S
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27. MongoDB as a Super Cache
M4S as a Super Cache
S4S can use the Salesforce to MongoDB connector (M4S)
Advanced caching engine for Salesforce – improves performance
Significantly reduce the API calls to Salesforce
Doubles as offline storage for Salesforce
Configurable for real time synchronisation
Bulk access Salesforce data via RESTful services
Bulk process Salesforce data by .NET applications
Transparently handles custom objects and fields
View Salesforce data with MongoDB client interfaces
Use MongoDB toolsets to extract business intelligence
M4S is a new product that works with S4S. It serves as an advanced cache and reduces the impact when Salesforce goes offline. Essentially M4S instantiates Salesforce into a MongoDB instance so any calls to the Salesforce cloud become local calls – a real boost in performance.
[click] M4S helps reduce the number of calls to Salesforce.
[click] Because your key data is in MongoDB, you can still access it when Salesforce goes down.
[click] You can configure M4S to localize all, or only some, Salesforce objects. M4S will work with or without scheduled synchronization. MongoDB is updated whenever data is pulled from Salesforce.
[click] Because there are no API constraints bulk processing is possible
[click] MongoDB deals easily with the dynamic nature of the Salesforce schema
[click] And you can explore your Salesforce data with standard MongoDB interfaces like MongoVUE or RoboMongo. Alternatively you can use one of the Big Data tools like Spring Data, GridGain and Jaspersoft to capture Business Intelligence.
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28. S4S with M4S S4S M4S MongoDB improves performance and lowers API count
Web Services
Oracle
SQL Server
M4S can share limitless data to external systems
S4S
Partner API
M4S
M4S uses a scheduled task to
synch selected Salesforce objects to MongoDB
MongoDB improves performance and lowers API count