Sitecore Salesforce Connector I S4S I Build Sitecore EXM Lists from Salesforce Campaigns and Reports

S4S List Builder

S4S includes a list builder wizard (S4SLB) that lets Sitecore marketers select and import Salesforce campaigns and reports. The import creates Sitecore contact lists that can be used with Sitecore Email Experience Manager (EXM).

About the Sitecore for Salesforce List Builder

S4SLB is included with S4S and creates xDB contact lists that can be used by Sitecore EXM to send bulk personalized emails to Salesforce leads and contacts.

Built as a Sitecore Launchpad application
- Multiple Salesforce campaigns can be selected to compile a larger marketing list or
- A single Salesforce report can be used to import leads and contacts filtered in real-time
Give the new contact list a name in Sitecore and start importing members from Salesforce
Members are added to xDB via the List Manager API
Salesforce information is attached to each contact list member so they can be referenced back to Salesforce
The functionality uses S4S to transact data with Salesforce
Works with Sitecore 8.x and 9.x

After using S4SLB to create a Sitecore contact list, the Sitecore List Manager can be used to remove duplicates, filter members, and create segmentations. For lists that originate from Salesforce campaigns, S4SLB adds the following Salesforce information to each Sitecore contact:

Salesforce Lead or Contact Id (id field)
First Name
Last Name
Email address
Salesforce Organisation Id
Salesforce Campaign Member Id (this Id is not available if the origin was a Salesforce report)

After dispatching the emails with Sitecore Email Experience Manager, the recipient behavior is recorded in xDB for analysis in Sitecore. To push this information to the matching individual in Salesforce will require the optional S4S EXM module.

Surfacing Salesforce Campaigns in Sitecore

Create a Recipient List in Sitecore from Salesforce (5:52 min)

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Sitecore Salesforce Connector List Builder

S4S List Builder

About the Sitecore for Salesforce List Builder

Surfacing Salesforce Campaigns in Sitecore