Episerver Salesforce is an 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. for the Episerver Digital Experience platform. It requires a specific installation and license. Contact your system administrator to find out more. See Episerver World for technical information.
The Salesforce® add-on 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 Marketing Automation.
An administrator must install the EPiServer.Marketing.Automation.Forms and EPiServer.MarketingAutomationIntegration.Salesforce NuGet packages to use the Salesforce connector.
- 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 Production or Sandbox to which you want to connect.
- Click Save.
- Enter the information associated with your Salesforce account and click Save.
- Create a form on a page.
- Click All Properties on the form.o
- Open the Mappings tab.
- Select the database to which you map the form fields from the MA System Database drop-down field.
- Click Publish.
- On the form, select Edit from a form field's context menu.
- Open the Extra field mappings tab. The database option that you selected earlier appears.
- Enable the database option and open the associated drop-down to see the fields it has available. For example, if your form has a Text field that was configured to capture a name:
- Edit the email text field.
- Select the Extra field mappings tab.
- Select LastName from the drop-down list to map the Pardot database field to the Name field on the form.
- Repeat steps 8 through 10 for as many fields that you want to map.
- Click Publish.
To test the mapping, go to your form on a published page, fill in and submit the form, then go to your Salesforce provider to verify that the user is added to the Salesforce database.
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 also: 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.
Episerver User Guide 18-3 | Released: 2018-05-03 | © Episerver 2018 | Send feedback to us