Basic S4S does not require any Salesforce packages to be installed or additional custom fields added.
If you are extending S4S beyond the basic release then one or more of the following packages may need to be installed:
- FuseIT S4S Professional Edition: This is the Security Connector package that allows login to Sitecore using credentials stored in Salesforce.com (for Salesforce Professional Edition only). This package will install the required fields, Profiles and APEX triggers for connecting Sitecore with Salesforce contacts.
- FuseIT S4S Enterprise Edition: This is the Security Connector package that allows login to Sitecore using credentials stored in Salesforce.com (for Salesforce Enterprise and Unlimited Editions). This package will install the required fields, Profiles and APEX triggers for connecting Sitecore with Salesforce contacts.
- FuseIT S4S Leads Professional Sitecore for Salesforce Leads: Optional use with Security Connector. This package will install the required fields for connecting Sitecore with Salesforce leads.
- FuseIT S4S Leads Enterprise / Unlimited Edition FuseIT Sitecore for Salesforce Leads: Optional use with Security Connector. This package will install the required fields for connecting Sitecore with Salesforce leads.
- FuseIT S4S Multi-Role Professional Edition: Optional use with Security Connector. FuseIT Sitecore for Salesforce Multiple Role package. This package will install the required fields.
- FuseIT S4S Multi-Role Enterprise / Unlimited Edition: Optional use with Security Connector. FuseIT Sitecore for Salesforce Multiple Role package. This package will install the required fields.
- S4S FuseIT Sitecore Analytics: Optional use. Send visitor information from Sitecore xDB to Salesforce leads and contacts. This package will install the required fields and is for Salesforce Enterprise and Unlimited Editions.
- FuseIT S4S EXM: Optional module for pushing Sitecore email analytics generated by Sitecore EXM to Salesforce leads and contacts. This package will install the required fields and is for Salesforce Enterprise and Unlimited Editions.
The packages make minimal changes to Salesforce. APEX triggers are sometimes used which have associated test methods written against them. If the test methods fail, the S4S installation package will automatically “back out”. This should not occur unless there is a pre-existing custom field with the same name. Testing any installation package in a sandbox before deploying to production is recommended.
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