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Tuesday, August 16, 2011

Sitecore, Webforms for Marketers, OMS and Salesforce CRM integration

S4S (Sitecore 4 Salesforce) is a product I've been working on at FuseIT. It can be used with the Sitecore Webforms for Marketers (WFFM) module to import data into Salesforce entities.

The following diagram shows how to integrate Salesforce CRM, OMS, Webforms for Marketers together using S4S: (Credit to Alex de Groot who I borrowed the diagram from)

What this gives you

After installing S4S and configuring it to your Salesforce API user you can create WFFM forms that can insert data into Salesforce. These forms can have fields that are populated with data from Salesforce. So, for example, you could have a lead capture form that includes a drop down list of industries defined in Salesforce displayed in Sitecore. When the user submits the form the data is saved back to Salesforce via S4S to create a new lead.

Configuring the WFFM form in Sitecore

Using the form in Sitecore to populate the lead

Note the industry drop down list with metadata from Salesforce.

The new lead created in Salesforce

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