I took my first steps back in February this year with a mission to connect two amazing systems together – Sitecore and Salesforce. Little did I know back then that I will learn so much, get to break so many walls and reach the final(for now) data destination we had on our mind. It was a fun ride! Not only did I learn about the Sitecore Connect for Salesforce CRM and the scope of what we can do with it, but, also learned a ton of other things with Sitecore xConnect, Analytics, xDB SOLR indexes, custom contact facets, Sitecore Forms, Custom collections and models, Salesforce leads, objects and fields in Salesforce, Data Exchange Framework, custom readers and converters, pipeline batches and scheduled tasks. I mean I can go on and on and on. It was awesome and yet quite painful when things would not work. But, hey, I am here writing this last post on this series that covered how and why I did what I did. I made every effort to reference the blogs/links that inspired and helped me solve a problem on hand. But, I also managed to figure some kinks myself and I documented those to potentially help some one else who is amidst of implementing their data journey between the two systems.
Below are links to all of my blog posts that are part of this series. Hoping this would help any one facing similar challenges or potentially kicked off their journey stitching the two most powerful platforms out there – Sitecore and Salesforce.
Good Luck!
I was also able to connect with Salesforce Marketing Cloud and do some extensions up there as well. I will talk about that side of things in my next blog post. Until then, take it easy. 🙂