Install Sitecore Connect for Salesforce CRM on-prem

Abstract

Guide to installing the Sitecore Connect for Salesforce CRM connector on-prem.

This topic covers how to install the Sitecore Connect for Salesforce CRM connector (SFCRM) on a content management server, a standalone server, or a content delivery server.

Before you install SFCRM on any of your Sitecore servers, you must have:

  • Sitecore Experience Platform 10.2.

  • Sitecore Data Exchange Framework 7.0.

  • Access to a Salesforce CRM instance and a user account on Salesforce - at a minimum, this account must have rights to read data from Salesforce. To write data to Salesforce, the account must also have rights to write data to Salesforce.

  • Network connectivity - you must install on a Sitecore server that has network connectivity to your Salesforce instance. This can require firewall configuration, based on your network setup.

To install SFCRM on a content management or standalone server:

  1. Download the following package from the Sitecore download page:

    • Sitecore Connect for Salesforce CRM 7.0

  2. Use the Sitecore installation wizard to install the package.

SFCRM includes extra features that you can use on your Sitecore content delivery (CD) server, such as personalization rules or Forms integration. In order to use these features, you must install SFCRM on your CD server.

Note

You only have to install the connector on your CD server if you want to use the extra features.

The CD server does not have an interface to install Sitecore packages.

To install the necessary files manually:

  1. Download the Sitecore Connect for Salesforce CRM 7.0 package.

  2. In the package file, open the package.zip file. The files in the package.zip file are in the following structure:

    Folder structure of the Sitecore Connect for Salesforce CRM 3.0 package
  3. Extract the files in the files folder into the website root folder of your CD server.

    Note

    When you extract the files you must preserve the folder structure from the files folder. For example, the files folder in the zip contains a subfolder named bin, and the files in this folder must go in the <website>\bin folder on your CD server.

  4. Restart the CD server.