...
Created: 11/09/2015 | By: Magenest | Email: [email protected]
Table of Contents |
---|
...
Introduction
This extension provides a flexible way of integrating Magento 2 products, orders and customers, invoices with Salesforce in a simple way.
The extension page: http://store.magenest.com/magento-2-salesforce-crm-integration.html
Features
- Allows synchronizing and updating Customers from Magento 2 store into Salesforce CRM Leads, Contacts, Accounts
- Allows synchronizing Orders from Magento 2 store into Salesforce CRM Orders
- Allows synchronizing Promotions from Magento 2 store into Salesforce CRM Campaigns
- Allows synchronizing and updating Products from Magento 2 store into Salesforce CRM Products
- Allows synchronizing Product Categories from Magento 2 store into Salesforce CRM Price Book
- Supports mapping smartly manually between Magento 2 attributes and Salesforce fields
- Allows admins define the mapping fields in backend with ease
- Admin can view the log to see what is synchronized between two apps
Requirements
Your store should be running on Magento Community Edition version 2.0.0 and more.
...
Warning | ||
---|---|---|
| ||
The module works base on using API, so make sure your salesforce edition had API by check the using version:
The API package is not available if you use any other edition that's not listed above. |
Video Tutorial Playlist
(Go to the playlist to view more: https://www.youtube.com/playlist?list=PLOgckfH7zlZvSenZklrdkKlmO-qTFGxDm)
...
Widget Connector | ||||||
---|---|---|---|---|---|---|
|
...
Configuration
Set up Salesforce account
First, you need to have a developer account in Salesforce.
...
Get consumer key and consumer secret by connected app
Creating a new connected app and get Consumer Key (Client ID) and Consumer Secret (Client Secret) by connected app
...
New security token will be sent to your registered email.
Set up the Salesforce account
Log in to back end Magento 2: Store > Configuration > Magenest > SalesforceCRM Config
...
Finally, hit Save config, your data configuration is ready to use.
...
Data Integration setting
Field Mapping
To see the mapping list: Store > Field mapping
...
Remember to click Save mapping to store information.
...
Main functions
1. Generating Leads in Salesforce CRM from Magento 2 store automatically
...
Whenever a product is updated or deleted in Magento 2 store, it will be updated or deleted from Salesforce catalog as well.
...
Updates
- When a bug fix or new feature is released, we will provide you with the module's new package.
- All you need to do is repeating the above installing steps and uploading the package onto your store. The code will automatically override.
- Flush the config cache. Your store and newly installed module should be working as expected
...
Support
- We will reply to support requests after 2 business days.
- We will offer lifetime free update and 6 months free support for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well in your site exactly like our demo.
- Support DOES NOT include other series such as customizing our products, installation and uninstallation service.
...
Give your details and you will get the developer account.