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Configure a SalesForce synchronization

The following procedure describes how to configure a synchronization between a particular Salesforce account and Sitefinity CMS. Once you have configured a Salesforce account, you can add many synchronizations within this account.

Between Salesforce and Sitefinity CMS, you can configure the following:

  • Two-way synchronization between Salesforce contacts and Sitefinity CMS users assigned to a particular Sitefinity CMS role.
  • Two-way synchronization between Salesforce leads and Sitefinity CMS users assigned to a particular Sitefinity CMS role.
  • One-way synchronization from a particular Sitefinity CMS registration form to Salesforce contacts.
  • One-way synchronization from a particular Sitefinity CMS registration form to Salesforce leads.

To configure synchronization, perform the following:

  1. In the main Sitefinity CMS menu, click Administration » Connector for Salesforce.
  2. Click the Salesforce account that you want to use for the synchronization.
    The Synchronizations page appears.
  3. Click Add new sync.
  4. You can choose to synchronize one of the following:
    • Contacts
    • Form responses

      NOTE: If you want to synchronize both, you must setup two separate synchronizations.

  5. Click Continue.

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