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Introducing Salesforce Connect for Sitecore

I am pleased to announce the release of Salesforce Connect 1.0, a new module that integrates Salesforce.com with the Sitecore Experience Platform. This module was developed by Sitecore and is being released as a Shared Source module. Read on for more details.

This module was developed by the Sitecore Integrated Solutions Team. We tried to build a module that provides functionality that people have been asking for for a long time (Salesforce integration) in a way that is as flexible, extensible and customizable as any software you would expect from Sitecore.

Salesforce Connect provides a connector for Salesforce.com that provides the following capabilities:

  • 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

Requirements

This module requires Sitecore 7.5 or greater.

This module was tested with following versions:

  • Sitecore 7.5
  • Sitecore 8.0

I hope to find some time to create some examples of how to use the API to interact with Salesforce, so stay tuned.

Isn't there already a Salesforce connector?

One important thing I want to mention is that a Salesforce connector for Sitecore already exists: Salesforce for Sitecore (S4S) from FuseIT

S4S is a high-quality, high-performance, battle-proven connector that is actively developed and supported. If you have Salesforce connectivity requirements you are making a mistake if you fail to consider S4S just because a "free" connector is now available.

The software

You can find the module and documentation on Sitecore Marketplace and GitHub. The source code is available on GitHub.

  • This blog does not give me the big picture as how it really work and what are the options.  Can you provide more detail or a document, diagram or anything with the full function and benefit?  We are a large company and would like to use the extension but want to have a better understand of its feature.

  • How this is configured (back-end) in Sitecore 8 as there is no documentation on this?  I take it that when configured there will be a save action added to WFFM

  • Awesome, Adam do you know if there is a Sitecore connector for middleware -- more specifically Dell Boomi?

  • Hi Pierrie,  No Boomi connector, at least not built by Sitecore.

  • Hi Adam, is there any specific Salesforce Edition requirement to use this module?

  • Good question about the Salesforce edition requirements. I reached out to Adam and he said that the Salesforce API must be available for the connector to function properly.   The Salesforce API is not available with the first pricing tier, is available for purchase for the Professional Edition, and is automatically enabled for tiers above the Professional Edition. The API can also be temporarily enabled for evaluation by request for the starter and Professional Editions.  Please find more info about the Salesforce API here: help.salesforce.com/HTViewSolution

  • In the past, I used the S4S connector for inserting leads into SF from Lead Gen web pages.  Can this module be used for inserting leads?  Not to be confused with contacts.

  • You state  "S4S is a high-quality, high-performance, battle-proven connector that is actively developed and supported. If you have Salesforce connectivity requirements you are making a mistake if you fail to consider S4S just because a "free" connector is now available." Is there additional functionality or better performance or options using S4S that the free connector? Can you elaborate why you make this statement? thanks...

  • Hello, I am trying to find out possibility to use SalesForce IDM with Sitecore? Any connector exist which can be reused? Thanks

  • Looking into connecting Salesforce. What is the Sitecore recommended way of going forward now? Use S4S, use the Salesforce Connect or anything else that is in the pipeline?