Sitecore Connect for Salesforce CRM configuration guide

Abstract

Introduction to configuring Sitecore Connect for Salesforce CRM.

Sitecore Connect for Salesforce CRM comes pre-configured to synchronize contact data between Salesforce CRM and Sitecore Experience Platform 9.3.

The product allows you to add other data from either Salesforce CRM or Sitecore Experience Platform. This includes both data that is available by default and custom data you have added in your environment.

This guide describes the standard mappings and explains how to customize and extend the tool with additional mappings.

Note

This guide assumes that you have installed Sitecore Connect for Salesforce CRM on your Sitecore server and that you have created a tenant. The installation guide covers both of these requirements. It is available on the Sitecore Downloads site.