|Product version:||Episerver Connect for CRM 1.1|
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This document describes the necessary steps to install the EPiServer Connect for CRM demo package for EPiServer CMS 5 R2. Installing the CRM demo package is completed by using the EPiServer Deployment Center.
The following conditions must be met before installing the CRM demo package:
Note that if you have modified the templates from Demo Template package, you may receive unexpected results when compiling or viewing the Web site. The CRM demo package installation does not overwrite any files included in the Demo Template package.
There are two packages included in the installation of EPiServer Connect for CRM: the Connect for CRM module package and the Templates package; see below for more information.
This package is the actual module Connect for CRM. It contains all runtime assemblies of EPiServer Connect for CRM. They implement functionality such as: load/save information from/to CRM application, providing Role management based on CRM entity properties (Virtual Role Provider), storing user profile information in CRM application and so on. This package does not install any pages to EPiServer CMS. Depending on your needs you may install Templates package (see below) which contains ready for use UI components.
This package contains UI components: User Registration Wizard control and page template to host it. The package should be installed on top of Connect for CRM. User Registration Wizard is a control which gives the ability for new users to register on EPiServer Web site.
In order to configure EPiServer Connect for CRM, please refer to the Tech Note Configuring EPiServer Connect for CRM.
Please check that the Salesforce application edition used as part of the solution has API support, the API support is required in order to communicate with EPiServer CMS. Some editions of Salesforce do not have API support, check with the Salesforce sales agent regarding this.
For development/test/demo proposes it is possible to create Salesforce developer accounts - contact Salesforce regarding this.