Now that you’ve nailed the discovery by following part one of this series, we’ll spend some time going through the technical setup. This post will include the installation steps up to creating a Sitecore tenant with commentary along the way.
If you're using Salesforce CRM and Sitecore you may also be considering leveraging the CRM Connect from Sitecore to synchronize contacts and campaign data between the two systems. This is the first post in a series outlining the process of discovery through delivery. In this first post we’ll be walking through discovery; one of the most often overlook portions of the process to help ensure your integration is a success.
There are many articles talking about creating custom facets and https://briancaos.wordpress.com/2015/07/16/sitecore-contact-facets-create-your-own-facet/ is a good one I suggest. Here i will describe steps involved in actually viewing these facet values from inside Sitecore Experience Profile.
Using the Salesforce connector we can interact with Salesforce Sales cloud and create/manage "Contacts" but what about creating "Leads".
Have your customers ever needed to make changes to multiple Sitecore items at once? I am pretty sure you have, and the solutions for the task might have different. It might have been SQL, PowerShell or custom application. On one of my recent projects we had to build a Sitecore Speak 3 application that provides content authors with an ability to make updates to several items and multiple fields. The application configurations define what types of items and fields can be updated, so content authors don’t update anything that is not supposed to.
The interface for the tool is simple. It provides the user with a way to search for content. The default base query that allows administrators to control the type of items that show up in search results is configurable.