Episerver Salesforce is an add-on and requires a separate installation together with Episerver Connect for Marketing Automation, as it is not included by default in an Episerver installation. The Salesforce add-on requires a separate license, and you can use only one marketing automation product at a time. See Episerver World for installation and configuration details.
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 database connector add-ons, see Episerver Connect for Marketing Automation.
You can map form fields to Salesforce using legacy forms or block-based forms. To map block-based form fields to Salesforce database fields, see Setting up the Forms MAI connector to a DXH connector database.
The following procedure maps legacy form fields to Salesforce database fields.
- Log into the Episerver site and establish a connection with Salesforce.
- 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.
- Enter an email address, password, and token associated with your Salesforce account.
- For the account type, select either Production or Sandbox to which you want to connect.
- Click Save.
- 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.
- On a page, create a form in Episerver and connect to Salesforce with the following instructions. For information about forms, see Using the built-in forms functionality (Legacy).—Image: New form—
- Category. Lets you add one or more categories.
- Heading. Enter a title for the form.
- Form. Lets you select an existing form or create a new one.
- Click Browse next to the form field. The Select Form screen appears.
- Select Account, Campaign, Contact, or Lead from the Folder field at the top of the dialog box. The dialog box contents change.
- 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.
- Select Table Layout > Add Row for as many fields as you want to display on the form.
- 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.
- 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.
- 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.
- 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.
- Click Save and Close. The new form appears in the Select Form screen.
- 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.
Creating a visitor group for an Salesforce form
The Salesforce add-on integrates Salesforce web tracking to Episerver’s personalization engine by identifying a visitor via the cookie _ salesforcemai_trk_<databasename> where <databasename> can be Account, Campaign, Contact, or Lead.
The following sets of visitor group criteria let you personalize your website content in Episerver CMS:
- Profile. Identifies a visitor against metadata stored in Salesforce.
- Scoring Model. Identifies a visitor based on scores against specific Salesforce scoring models.
To create a visitor group, you can combine criteria, such as a geographic location and the scoring model criteria in Salesforce. See Visitor groups for information about creating visitor groups.
When you set up criteria in a visitor group, the fields do not automatically populate with values. You must supply these. Ensure that a field you create matches the type of field from the connector provider. For example, the Salesforce Salutation field has Mr., Mrs., Ms., Dr. and Prof. values, so if you use Salutation field in visitor criteria you must specify among Mr., Mrs., Ms., Dr. and Prof. values (periods included, and not anything else).
Defining visitor groups for Salesforce forms
- Create a form block and a form.
- Save the form to a folder in the Salesforce database.
- Drag the form block to the page in your campaign or program, and publish it at the appropriate time.
- In Episerver CMS > Visitor Groups, create a visitor group using the Profile criteria. In this example, the desired visitors for the campaign or program have a profile containing Sweden in the Country column. A contact with this value is added to the Salesforce database.