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FuseIT S4S
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Sitecore Connect™ for Salesforce CRM
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| Overview |
Supports both syncing and real-time transactions for granular control. All Salesforce objects are accessible including leads, converted leads, contacts, campaigns, and custom objects. Out-of-the-box features include comprehensive support for Sitecore forms, two-way exchange of Sitecore analytics, rules-based personalization, website portals, and Sitecore EXM. |
Uses the Data Exchange Framework (DEF) to blind sync Sitecore xDB and tree data to and from Salesforce contacts and tasks. The data is periodically replicated by a Sitecore scheduler rather than interacting in real-time. No single source of truth exists as versions of the same data exist in both systems. |
| Out-of-the-box features |
- Web forms: Full Sitecore form support with the S4S Mapping Wizard to quickly assign forms to Salesforce record types, usually leads. To eliminate duplicates, multiple fields can be selected for accurate matching. If a record already exists, S4S automatically inserts or updates as required.
- Sitecore analytics: Web forms can push visitor behavioral data to Salesforce leads and contacts when the form is submitted.
- Sitecore personalization: The sales team can control a visitor's web experience in real-time from inside Salesforce. A powerful tool during sales calls.
- Portal pages: S4S supports authenticating into private Sitecore portal pages using login credentials stored in Salesforce contact records.
- EXM support: The List Builder application imports Salesforce report and campaign members into Sitecore lists for use with EXM. An extension module pushes Sitecore EXM analytics to Salesforce.
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- No out-of-the-box features.
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| Created |
2009 |
2017 |
| Enterprise-proven/level |
Yes, multiple Fortune 500 companies use S4S |
Discuss with Sitecore |
| Data transfer |
Real-time and sync |
Sync |
| Support for leads, and lead conversion? |
Yes |
No |
| Support for multiple objects (eg. Sitecore goals) and related lists? |
Yes |
No |
| Works with Salesforce custom objects and fields? |
Yes |
Partial |
| Supports Salesforce sandboxes? |
Yes |
No |
| Includes Starter kit and code examples? |
Yes |
No |
| Full error reporting to the Sitecore log file? |
Yes |
Limited DEBUG logging |
| Optimization features? |
Yes |
No |
| Escrow options? |
Yes |
Discuss with Sitecore |
| Assisted or remote install included? |
Yes |
No |
| Onsite install option? |
Yes |
Discuss with Sitecore |
| Support for Salesforce Marketing Cloud? |
Yes |
No |
| Supports multiple instances of Salesforce? |
Yes |
Yes |
| Supports proxy servers? |
Yes |
No |
| Establish & control sessions with many Salesforce instances? |
Yes |
No |
| Establish sessions using SessionId and ServerUrl for embedding in customers Salesforce instances? |
Yes |
No |
| OAuth Support? |
Yes |
No |
| Web Service protocol? |
SOAP |
REST |
| Sitecore Web Form Support |
| Sitecore forms support? |
Yes |
Partial |
| Form Mapping Wizard? |
Yes |
No |
| Sitecore Analytics in Salesforce |
| Out-of-the-box? |
Yes |
No |
| In real-time with form Save Actions? |
Yes |
No |
| Salesforce package? |
Yes |
No |
| Sitecore Personalization from Salesforce |
| Via personas and pattern cards |
Yes, choice of implicit and/or explicit personalization |
No |
| Via Salesforce field values |
Yes, explicit using rules-based personalization with S4S facets (real-time) |
Yes, explicit using rules-based personalization with default facets (after sync) |
| Via Sitecore roles and profiles |
Yes, explicit when visitors log into Sitecore portal pages |
No |
| Requirements |
| Sitecore Version Support? |
6.1 or greater |
9.0.1 or greater |
| Sitecore Packages (required)? |
Sitecore for Salesforce – Core
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- Data Exchange Framework
- Sitecore Provider for Data Exchange Framework
- xConnect Provider for Data Exchange Framework
- Salesforce Provider for Data Exchange Framework
- Connect for Salesforce
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| Requires Sitecore Data Exchange Framework (DEF)? |
No |
Yes |
| Salesforce packages |
0 – 5 packages depending on the features you need |
None |
| Commercials |
| Perpetual License |
$22,500+ and minimal configuration. Add annual support (typically 20% per annum) |
Contact Sitecore. Would require a significant development effort to match the features of S4S |
| Subscription License |
$12,000+ per annum and minimal configuration. Includes support |
Contact Sitecore. Would require a significant development effort to match the features of S4S |
| Support |
| Does vendor implement change requests from customers? |
Yes |
No |
| Support Tiers |
Multi-level support options available:
- Standard email
- Enhanced phone
- Priority 365/24/7
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Discuss with Sitecore |
| Level of response |
- Expert with Sitecore and Salesforce
- Quick to engage with phone and/or WebEx
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Standard Sitecore ticketing |
