Sharing marketing data with your sales team helps them start and maintain a contextual conversation with the customer, and Salesforce contains a wealth of data that Sitecore can use to create a focused and personalized visitor experience. As separate entities, your systems lack the full potential to acquire new and attract repeat business. S4S opens up a world of new possibilities - some typical uses cases are listed below.
Case 1 - Salesforce contact created from a Sitecore web form
Case 2 - Sales team changes the experience of Sitecore website visitors
Case 3 - Web-to-Custom object capture from a Sitecore Apply Now form
Case 4 - Show Salesforce reports on the Sitecore website
Case 5 - Salesforce campaign members sent emails from Sitecore EXM
The following cases use the included Security Connector module.
Case 6 - Salesforce contacts are Sitecore Users
Case 7 - Salesforce contact details updated from the Sitecore website
Case 8 - Website users view Salesforce documents
Case 9 - Sitecore users see forms pre-populated from Salesforce
Case 10 - Marketers drive customer website experience from Salesforce
The S4S List Builder (see Case 5 above) is included with S4S, however, some businesses require the Sitecore email analytics to be pushed into Salesforce. The S4S EXM module is used to achieve this.
Case 11 - Mike opens an email sent from Sitecore EXM and clicks on a link to opt out of all future emails.
Case 12 - Mike opens an email sent from Sitecore EXM and clicks on a link to opt out of only this email campaign.
Case 13 - Mike opens an email sent from Sitecore EXM and clicks on a link to open the sender's Sitecore website. He then browses the website looking for items of interest. In doing so, Sitecore personalizes his experience and he triggers a number of goals.
If your Sitecore to Salesforce connection is "mission critical" the S4S Data Store module is available to sync Salesforce objects to a local instance of MongoDB. This optional module uses our M4S engine to trick Sitecore into thinking Salesforce is permanently available.
Case 12 - Customer logs into the Sitecore website when Salesforce in offline
There are many other use cases and advantages to using the S4S Data Store.
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