Add-ons > Marketing Automation > Salesforce

Setting up Salesforce for Episerver

The Salesforce® add-onA plug-in or module, developed by Episerver or its partners, to extend the capabilities of Episerver. Add-ons are available from the Episerver Add-on Store inside Episerver. automatically exports form data from your website to your Salesforce account database by mapping Episerver form fields to Salesforce database fields. For information about other Episerver add-ons, see Episerver Connect for Marketing Automation.

You need a separate license to install Episerver Connect for Marketing Automation with Salesforce into the Episerver user interface or into your Visual Studio environment. Also, you can use only one marketing automation product at a time. See Episerver World for details about installation and configuration.

  1. Log into the Episerver site and establish a connection with Salesforce.
    1. Open the global menuA group of options that appears in the uppermost part of the user interface when logged in. The global menu displays products and systems integrated with your website. It also displays links to the user guide and user settings, and to a global search. See the User interface topic for further information. and click Salesforce. The Salesforce configuration settings screen appears.
    2. Enter an email address, password, and token associated with your Salesforce account.
    3. Click Save.
  2. Select CMS > Edit to access pages on your website. You can create a new form to a block or a page (depending on your configuration). The following instructions describe creating a form in a new block.
  3. On a page, create a form in Episerver and connect to Salesforce with the following instructions. For information about forms, see Using forms (Legacy).
  4. Click Browse next to the form field. The Select Form screen appears.
  5. Select Account, Campaign, Contact, or Lead from the Folder field at the top of the dialog box. The dialog box contents change.
  6. Click Create to start a new form. The Edit form screen appears.
    • Name of form. Give the form a name.
    • Form folder. This value is populated by the choice you made for folder on the previous screen (in Step 6).
    • Page shown after the form has been sent. Choose an existing page to display when a visitor submits the form.
    • Form can be sent without logging in. Enable to let the visitor submit the form without having login credentials.
    • Same person can send the form several times. Enable this to permit multiple form submissions.
  7. Select Table Layout > Add Row for as many fields as you want to display on the form.
  8. From the Form Fields tab, select a row and select the type of field that you want. The Properties pane appears. The following Account form image shows a Text box selected to create a Name field.

    When you create a form, you must have the following fields for each form type:

    • Account: Name.
    • Campaign: Name.
    • Contact: Last Name.
    • Lead: Last Name, and Company.
    1. The Name field in the Properties pane lists the Salesforce database fields to which you map the field on your form. For example, E-mail to Email, First Name to Firstname, Last Name to Lastname, and so on.

      You can map one Episerver form field to only one Salesforce field. For example, you cannot map both Episerver email1 and email2 fields to the Salesforce Email database field.

    2. If a field requires validation, select the validation type from the Validate as field. For example, you can ensure that a Start Date is entered only as YYYY-MM-DD.

      As of this writing, you must use YYYY-MM-DD for a date field. Other formats are not accepted.

    3. Repeat this step for each field on the form. Be sure to add a Submit button so the contact information gets sent to the Salesforce database.
  9. Click Save and Close. The new form appears in the Select Form screen.
  10. Select the form and click Use to add the form to a page or a block.

Retrieving contact data

When a visitor submits the form, the data is sent to Salesforce. To see who submitted the form, login into your Salesforce account, select the tab you want (Account, Campaign, Contact or Lead), select the view you want, and click Go.

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Episerver User Guide 16-8 | Released: 2016-11-14 | © Episerver 2016 | Send feedback to us