1. Salesforce Connect with Sitecore 9 Data Exchange Framework
BY RAMA KRISHNA ILA
October 21, 2018

2. Agenda Pre-requisites and downloads from Sitecore
Salesforce configuration procedure
Sitecore Configuration steps
Create salesforce tenant and other required data access and mappings and pipelines in Sitecore.
pass data bi-directionally between Sitecore and Salesforce Sales Cloud.
Rama Krishna ila

3. Lets Start...

4. Reference Architecture
Why late , Lets Start...

5. Sitecore Requirements for Connectors
Sitecore Connect for Salesforce CRM for Sitecore Experience Platform (or greater)
Sitecore Connect for Salesforce CRM 2.0 for Sitecore 9.0 or greater
Salesforce Connect (rev ) for Sitecore Experience Platform 8.1 rev (8.1 update-1 or greater)
Sitecore Connect™ 1.0 software for Salesforce Marketing Cloud for Sitecore Experience Platform 9.0 or later

6. Pre-requisites for Sitecore Connect for Salesforce CRM 2.0.1
Sitecore Experience Platform (or greater)
Access to Salesforce CRM
Network connectivity for salesforce instance. (May require salesforce firewall configurations)
Data Exchange Framework (different modules to download available in next page)
Sitecore Configurations
Salesforce Configurations

7. INSTALLATION steps Install Sitecore Installation packages
Deploy xConnect Model
Configure Salesforce authorization model
Configure Sitecore with salesforce connection string
Configure and enable Tenants and Endpoints
Test the connections between Sitecore and salesforce

8. Advantages of Sitecore Connect
Makes integration process quick and easy
The instant integration makes special IT projects
Achieve faster time to market with precision marketing access channels such as marketing
Integrating allows the two platforms to exchange marketing information
Salesforce integration allows customers registered in CRM platform to log into Sitecore web site
With data flowing seamlessly into a central repository, it makes holistic marketing analysis much easier.
Marketers will no longer have to manually analyze connections across Sitecore, Marketing Cloud, and Google Analytics to identify trends.
Track visitor activity using campaigns from Salesforce

9. Limitations of Sitecore Connect for Salesforce CRM 2.0.1
Support only Sitecore or above versions
You can only push media items that store file types supported by Salesforce
According to Salesforce restrictions, the file size cannot exceed 3 MB
Item clones are not supported inside media roots

10. Sitecore Connect for Salesforce CRM 2.0.1
Capabilities
Sitecore Connect for Salesforce CRM 2.0.1
Provides the ability to read and write objects to Salesforce CRM
Provides the ability to read and write items to Sitecore content databases
Provides the ability to read and write data to the collection and reference data services of Sitecore xConnect.
synchronizing campaign membership from Salesforce CRM to Sitecore Experience Database
synchronizing contacts from Sitecore Experience Database to Salesforce CRM
Synchronizing activity and tasks from Salesforce CRM to Sitecore Experience Database and vice versa
Interact with multiple Salesforce accounts
Caching and detailed logging of the interaction
Seamless connectivity between Sitecore and salesforce.
Bi directional data flow between Sitecore and salesforce
Interact with Sitecore Items, Marketing taxonomies and xDB.
Interact with Salesforce objects such as contacts and campaigns
Provides the ability to read and write objects to Salesforce CRM
Customize and extend the tool available for synchronizing the data between Salesforce CRM and Sitecore XP 9.0.1
SDK provides the tool used to install the tenant update definition file and read from and write the data to Salesforce CRM

11. Capabilities Salesforce Contacts
Salesforce contacts can be created in Sitecore using Sitecore salesforce connect APIs
Salesforce contacts can be managed from Sitecore user manager
Salesforce contacts can be logged onto the Sitecore system
xDB stores Sitecore contact as contact Facet.
The contact data can be retrieved from the salesforce CRM once Sitecore contact is identified as a salesforce contact.

12. Salesforce Marketing Cloud
Capabilities
Salesforce Marketing Cloud
Out of box, Move Sitecore media item structure to the corresponding asset structure in salesforce.
Integrate Sitecore managed assets into the salesforce campaigns and make the marketers ready for use
Optimize marketing campaigns for enhancing the complete customer journey
Real time consumer interactions
Use a push agent which runs for every 10 hours by default
The connector marks the assets it pushes to Salesforce with the Sitecore tag

13. Lets start the action...

14. Downloads
Required downloads Available from
Data Exchange Framework 2.0.1
Sitecore Provider for Data Exchange Framework 2.0.1
xConnect Provider for Data Exchange Framework 2.0.1
Salesforce Provider for Data Exchange Framework 2.0.1
Sitecore Connect for Salesforce CRM 2.0.1

15. Sitecore Installation Packages
Installation Steps

16. Sitecore Installation Packages
Installation Steps

17. Deploy xConnect Collection Model
Installation Steps

18. QUESTIONS Lets stay in touch https://twitter. com/ramaila https://www
QUESTIONS Lets stay in touch