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Connect for Salesforce

The Optimizely Connect for Salesforce add-on is part of Optimizely Connect for Marketing Automation, which connects Salesforce with Optimizely Forms, letting marketers collect visitor data, and pass that on to be used with Salesforce.

Prerequisites

Install

Install the Connect for Salesforce MA connector through the NuGet package EPiServer.MarketingAutomationIntegration.Salesforce. See Add-ons platform compatibility for supported Optimizely versions.

Configure

To configure your Optimizely website to use Salesforce:

  • You need an email address, password, and token associated with your Salesforce account.
  • You need to configure the connection of form fields to Salesforce to send data from the specified fields to Salesforce.
  • In your SalesForce user account, you need to have Marketing User permissions.

These configurations are described in Salesforce connector in the Optimizely User Guide.

Encrypt Credentials

Credentials are encrypted and saved based on one of the following options:

  • MAICryptoKey (AES encryption with a SHA256-computer hash based on the value of the key)
  • machineKey of the server in web.config.

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Note

For DXP instances, use MAICryptoKey.

If you choose to use machineKey configuration, you should specify a machineKey in the web.config of your site so that the same machine key is used on the new server when you deploy it to a different server.

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Note

If you neglect to specify a machineKey in the web.config, the credentials are removed when the site on the new server is accessed for the first time, in which case you need to save credentials again through the configuration screen.

If the credentials are already encrypted using machineKey in an existing site, and you add the MAICryptoKey setting, then the credentials are deleted, and you must re-enter them.

Similarly, if the encryption uses MAICryptoKey first and then you decide to use machineKey encryption (by deleting the MAICryptoKey setting), then the credentials are deleted and must be re-entered.

Related blog post: Creating multiple instances of the same connector by Jason Masterson