We deal with a lot of different people entities that can create confusion. Here is how we define them:
- Salesforce Leads: These are standard objects that represent an individual at an early stage in the sales process. The lead has expressed an interest in what you have to offer, but require qualification and nurturing before they can be converted into a contact.
- Salesforce Contacts: Individual customers in Salesforce (these are grouped into Salesforce Accounts). Some organizations have "Person Accounts" turned on and this essentially merges the contact and account records of an individual.
- Salesforce Users: Internal sales staff who log in and use Salesforce. Also known as seats, licenses or operators. You pay Salesforce based on the number of users.
- Salesforce API User: A Salesforce user whose can access Salesforce via the API. The access credentials are used to give S4S access to the Salesforce Partner API.
- Sitecore Users: Internal marketing and content editors who log in to configure and use the Sitecore launchpad and desktop.
- Sitecore Authenticated Users: Usually these are privileged customers, partners or staff who log in to Sitecore to access special content (viewing pages in a web portal). You need to build a login control (using on the Home page) to facilitate this. The visitor's login credentials are natively in the Sitecore Core database but can be mapped to their Salesforce contact record (or lead) using the S4S Security Connector functionality. If mapped by S4S, the record data is no longer held in Sitecore – only in the Salesforce record.
- Sitecore Visitors: These are unidentified (anonymous) visitors that browse your public website.