Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • You should refresh Magento's cache to provide Magento with the ability to register a new extension.
  • To prevent an “Access Denied” error, you have to re-enter to the backend. Log in with a full administrator account to get the new permissions.
  • Now you should check whether your website and your new module works as expected.

Configuration

Creating a new connected app

  • Sign in Salesforce CRM and go to Set up option in dashboard.

Magento salesforce CRM integration

 

* In your Salesforce Dashboard, go to **Built / Create / Apps**. Press **New** button in **Connected App** to create a new connected app

 

Magento salesforce CRM integration


  • Enter information in the required fields:

Magento salesforce CRM integration

  1. Connected App Name: name for your connected app
  2. API Name: data from this field will be auto synced from Connected App Name
  3. Contact Email: your Salesforce email
  4. Check Enable OAuth Settings box
  5. Fill Callback URL: see example: https://yourwebsite/RestTest/oauth/_callback
  6. Selected OAuth Scopes : select Full Access option and click Add button
  7. Hit Save button when you are done
  • After finish, the connected app will displayed like this

Magento salesforce CRM integration

Get Consumer Key (Client ID) and Consumer Secret (Client Secret) by connected app

 

  • In order to get Security Token, go to My Setting / Personal / Reset My Security Token

Magento salesforce CRM integration

    

    Press Reset Security Token button, the security token will send to your email

Magento salesforce CRM integration

Set up the Salesforce account to integrate with Magento

 

  • First, log in backend Magento

Magento salesforce CRM integration

  • Go to SystemConfigurationSalesforce intergration setting
  • Username: Your Salesforce login email
  • Password: Your Salesforce password
  • Client ID: 'Consumer Key' search in Setup →Create →App →Connected Apps in Salesforce.
  • Client Secret: 'Consumer Secret' search in Setup →Create →App →Connected Appsin Salesforce.
  • Security token : Receive via email register. Get from My Settings → Personal → Reset My Security Token

Hit Save config, your data configuration is ready to use

...