SUG Bangalore webinar on Salesforce Integration with Sitecore by Amrita Shukla from KPIT Pune, 6th May 2017

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www.kpit.com
SALESFORCE INTEGRATION WITH SITECORE
By Amrita Shukla
SUG Bangalore

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Agenda
• Sitecore-Salesforce connectors.
• Salesforce-Sitecore Integration using Salesforce Connect Module.
• Salesforce configurations steps.
• Sitecore configurations steps.
• Demo: Salesforce Domain & Users in Sitecore User & Domain Manager
• Issues/Blockers and the resolutions.
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Major Connectors Available
• S4S connector by FuseIT
• Salesforce Connect Module by Mr. Adam Conn
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S4S Connecter
Features:
• The S4S connector integrates Sitecore CMS with Salesforce allowing the seamless exchange
of information. With real-time bi-directional communication
• Almost any object in either system can be made visible to the other. For example, Salesforce
documents can be made accessible on the website to selected users.
• Even website login credentials can be stored and controlled in Salesforce contact records.
• Among its many uses, S4S lets organizations collect leads from web forms and push the form
data, along with Sitecore Experience Analytics, to Salesforce allowing fast and easy
qualification.
• Auto-add form leads to Salesforce campaigns
• Capture web browsing analytics in Salesforce
• Better qualify and filter leads - targeted campaigns
• Personalize web content from Salesforce
Link/s: http://www.fuseit.com/products/sitecore-salesforce-integration/
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Salesforce Connect Module
Features:
• Salesforce contacts are exposed as Sitecore users
• Sitecore user management tools can be used to create/edit/delete Salesforce contacts
• Salesforce contact data is saved in xDB (as a contact facet)
• Fully extensible pipeline-based architecture
• API that allows you to read from and write to Salesforce
• Source code is available
Module: https://marketplace.sitecore.net/Modules/Salesforce_Connect_Module.aspx
Source code: https://github.com/adamconn/sitecore-salesforce-connect
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Capabilities
• 1.1.1 Expose Salesforce contacts as Sitecore users
Salesforce contact appear in Sitecore as users. This enables the following:
Salesforce contacts can be created using the Sitecore API
Salesforce contacts can be managed using the Sitecore User Manager
Salesforce contacts can log into Sitecore sites
Sitecore user profile can be populated with data from Salesforce
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1.1.2 Capture Salesforce contact data in xDB
xDB stores Sitecore contact data in facets. If a Sitecore contact is identified as a
Salesforce contact, contact data from Salesforce is exposed to Sitecore through a
Sitecore contact facet. This makes Salesforce contact data available for Sitecore
segmentation and other uses.
1.1.3 Caching
In order to minimize the number of API calls Sitecore must make to Salesforce the
module makes extensive use of caching.
1.1.4 Multiple Salesforce Accounts
Salesforce Connect is compatible with multiple Salesforce accounts. In other words,
a single Sitecore instance can have connections to one or more Salesforce accounts.
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Full vs Partial Salesforce Support
• 1.2.1 Full support
Full support requires a package be installed on Salesforce. The installation must be performed
by an administrator of your Salesforce environment.
Before you install the package Salesforce clearly describes exactly which changes will be made
to your Salesforce environment.
• 1.2.2 Partial support
Partial support does not require an extra package be installed on Salesforce. However, without
the extensions included in the package, the following Salesforce Connect functionality is
unavailable:
A. Sitecore cannot create new Salesforce contacts
B. Sitecore cannot authenticate Salesforce contacts
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Salesforce Configurations
• Create new connected app for Sitecore
• Create a new permission set
• Create a new profile
• Create a new user
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Sitecore Configurations
• Install the Salesforce Connect package in Sitecore
• Modify Domains.config to add Salesforce domain.
• Modify Web.config to activate and configure switching provider for Salesforce
• Modify Sitecore.config to map domain and provider
• Modify Sitecore.salesforce.config
Note: In previous versions of Sitecore, there were no separate Sitecore.config, the
Sitecore.config’s changes for those has to be done in Web.config itself.
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Install Salesforce Connect Package to your Sitecore instance

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Once the installation of the package is successful, restart either the Sitecore Client or Server

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Post Installation
Below mentioned files/items will get added to the Sitecore instance post installation
• Config files: Sitecore.Salesforce.config in include folder
• Dlls in bin folder:
- Sitecore.Integration.Common.dll
- Sitecore.Salesforce.Client.dll
- Sitecore.Salesforce.dll
• Salesforce contact template and item in core database
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Add salesforce domain in the Domains.config file present in App_Config/Security Folder
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Activate and configure Switching provider for Salesforce by making changes in Web.config
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Map Domain with Provider for Salesforce
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Add details into the client node of Sitecore.Salesforce.config present in Include Folder
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Salesforce domain gets added in the Domain Manager
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Salesforce contacts can now be viewed as Sitecore Users in User Manager Interface, now we see 28 users
in the User Manager Interface in Sitecore
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Add a new contact in Salesforce, lets say “Mr Salesforce Demo 3”
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The newly added Salesforce Contact should now be reflected in the User Manager in Sitecore
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Issues and troubleshooting
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• Issue 1: Could not create configuration
• Resolution: Please cross check the values you have entered in
client element of the Sitecore.Salesforce.config file. It should be
correct.

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• Issue 2: Authentication failure
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Please note that the Salesforce connect module does not work on
sandboxes by default, since the sandboxes have URLs starting as
test.salesforce.com. This module is by default compatible only with
those Salesforce boxes which has the URLs starting with
login.salesforce.com as can be seen in the next two slides. Else, despite
correct configuration you will get to see an “Authentication Failure”
message in the log file. but we can make it work with sandboxes too
with a very little effort 
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The login.salesforce.com is set as the TokenRequestUri, as can be seen in the above screenshot.

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Resolution:
This module basically reads the information such as Consumer key,
consumer secret, username, password, security token from the
“Clients” section of the config file. Even the <tokenRequestUri> is
configurable, which can be added to “Clients section”. This should be
referring to a proper Sandbox URI and then you should be getting
the value of it from the configuration file. So in case we are using a
salesforce sandbox, we should configure <tokenRequesturi> in the
client’s section of the Sitecore.Salesforce.config file and also set the
url in the callback url in salesforce as sandbox url.
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• Issue 3: Installed and configured well, but still Salesforce contacts are not visible in
User Manager.
You trace the error “An error occurred while sending the request.” in the log file, as
shown in the screen shot below:
• Resolution: Your Sitecore application is not able to communicate with your
Salesforce box. Please contact your Network Security team. It can be because of
Firewall, proxy server or an anti-virus preventing the connection from succeeding.
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References
• www.sitecore.net
• https://login.salesforce.com
• http://www.fuseit.com/products/sitecore-salesforce-integration/
• https://github.com/adamconn/sitecore-salesforce-connect
• https://marketplace.sitecore.net/Modules/Salesforce_Connect_Module.aspx
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Questions
SUG Bangalore
Contact: shukla.amrita01@gmail.com
LinkedIn: https://www.linkedin.com/in/amrita-shukla-53a49180/
Blogs: http://sitecorestudy.com/
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Thank you
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