SITECORE + SALESFORCE

– LET’S GET STARTED

• Alok Kadudeshmukh
• Varun Shringarpure
 AGENDA
 About the Speakers
 SalesForce EcoSystem
 Sitecore Connect for SalesForce SalesCloud
 Use Case
 Demo
 Sitecore Connect for SalesForce Marketing Cloud
 Conclusion
• Alok KaduDeshmukh • Varun Shringarpure
- Technology Lead at - Technology Lead at
Horizontal Integration Horizontal Integration

• Twitter: • Twitter:
https://twitter.com/alokkadu https://twitter.com/varunvns
 Click icon to add picture

Sitecore Connect
 SALESFORCE ECOSYSTEM
• CRM • Emails
• Contacts • Journeys
• Sales • Content

Sales Marketing

Service Community
• Web Portals
• Self-Service
• Templates
• Case Management
• Quick Builds
• Customer Support
 SALESFORCE ECOSYSTEM

Connect for
Salesforce CRM Connect for
(Sales Cloud) Marketing Cloud
 SITECORE CONNECT FOR SALESFORCE
CRM

Sync Data Immediate Achieve Faster

Bi-Directionally Integration Time to Market

 Contacts  Means to special IT  With precision

projects required – the marketing access across
 Interactions channel like web and
integration is instant
 Emails and uses DEF email

 Tasks
 Use Case – Sitecore + SalesForce

Website
n
it o
liz a
na
so
Visits

r
Pe Personalized Email
Registration
Form

Registration Registration Email

Website
Contact to SalesForce
Demo Time!
 SETTING UP
SALESFORCE
CONNECT
5 Steps:
 System Pre-requisites
 Installing Sitecore Packages
 Deploy xDB Models
 Creating a SalesForce Connected
App
 Create Tenant and Run Pipeline
Batches
 Create Tenant and
System Install Sitecore Create Salesforce
Deploy xDB Models Run Pipeline
Pre-requisites Packages Connected App
Batches

 Sitecore XP
- Sitecore Version 9.1
- xDB Enabled
- Separate License

 Salesforce CRM
- Login to SalesForce Sales Cloud
- API Level access for the user
 Create Tenant and
System Install Sitecore Create Salesforce
Deploy xDB Models Run Pipeline
Pre-requisites Packages Connected App
Batches

5 Sitecore Modules/Packages
- Sitecore Data Exchange Framework 2.1
- Sitecore Provider for Data Exchange Framework
2.1
- xConnect Provider for Data Exchange Framework
2.1
- Salesforce Provider for Data Exchange Framework
2.1
- Connect for SalesForce 2.1
 Create Tenant and
System Install Sitecore Create Salesforce
Deploy xDB Models Run Pipeline
Pre-requisites Packages Connected App
Batches

Mapping of Sitecore Contact

and SalesForce Contact
- Some fields are required to associate the
information
- SitecoreId in SalesForce
- Adding a Custom Facet
- Generate the Model in Sitecore – in DEF
Settings
- Deploy the Model - JSON
- To xConnect Website/Server
- To xConnect Indexing Service – restart the windows
service for changes to apply
 Create Tenant and
System Install Sitecore Create Salesforce
Deploy xDB Models Run Pipeline
Pre-requisites Packages Connected App
Batches

SalesForce Connected App

- Register/Login to SalesForce as a
Developer – SalesForce Setup –
Connected App
- Communication via Oauth, Secret Key
and Client Key
- Sitecore Contact Object
- Create a Custom Field – SitecoreId
- Adding SalesForce App Settings in
Sitecore’s ConnectionString
 Create Tenant and
System Install Sitecore Create Salesforce
Deploy xDB Models Run Pipeline
Pre-requisites Packages Connected App
Batches

Create a Tenant
- Collection of Pipelines – Mapping Data
between the two systems
- Sitecore and SalesForce
- Verify the Salesforce and Sitecore
Endpoints
- Test the connection
- Execute Pipeline Batches
- Verify Data Synchronization
BONUS
Marketing Cloud

 A Super Quick Demo!

CONCLUSION
Things to keep in mind

 Importance of Integration of System

 Connectors– Sales Cloud and Marketing

Cloud

 Pre-requisites of the Connectors

 Customization and Troubleshooting

 #askHI
REFERENCES

 https://doc.sitecore.com/developers/salesforce-connect/21
/sitecore-connect-for-salesforce-crm/en/index-en.html
 https://learnsitecorebasics.wordpress.com/2019/05/19/thin
gs-to-keep-in-mind-while-integrating-sitecore-and-salesfo
rce/
 https://varunvns.wordpress.com/2019/05/31/sitecore-sales
force-setting-up-salesforce-connect/
 https://varunvns.wordpress.com/2019/06/01/sitecore-sales
force-troubleshooting-sitecore-connect-endpoint-connecti
on-failures/
 https://varunvns.wordpress.com/2019/06/22/sitecore-salesf
orce-connecting-sitecore-contacts-with-salesforce-contact
s/
 https://help.salesforce.com/articleView?id=000175921&ty
pe=1
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