Magento Salesforce CRM Integration, taking advantage of Salesforce's API v34.0, is a powerful tool that help store-owners to synchronize data automatically between Magento site and Salesforce CRM.

For more information of the extension: http://store.magenest.com/magento-extensions/salesforce-crm-integration.html

• Allows synchronizing and updating Customers from Magento store into Salesforce CRM Leads, Contacts, Accounts
• Allows synchronizing Orders from Magento store into Salesforce CRM Orders
• Allows synchronizing Promotions from Magento store into Salesforce CRM Campaigns
• Allows synchronizing and updating Products from Magento store into Salesforce CRM Products
• Allows synchronizing Product Categories from Magento store into Salesforce CRM Price Book
• Allows creating Custom Fields in and synchronizing Custom Invoices from Magento store into Salesforce CRM Custom Invoices
• Allows synchronizing Custom Invoice Items
• Allows creating Custom Fields in, synchronizing and updating Custom Customers from Magento store into Salesforce CRM Custom Customers
• Allows creating Custom Fields in, synchronizing and updating automatically Custom Products from Magento store into Salesforce CRM Custom Products
• Allows deleting customer and product's records in Magento once they are auto deleted in Salesforce CRM Leads, Contacts, Accounts, Custom Customer and Custom Product
• Allows admins to select conditions to transfer old data from Magento store into Salesforce CRM
• Reports about synchronizing old data
• Supports mapping smartly and manually between Magento attributes and Salesforce fields or custom fields
• Allows admins define the mapping fields in backend with ease
• Admin can view the log to see what is synchronized between two apps

• First, log in backend Magento

• Go to System → Configuration → Salesforce 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

• You can choose which data you want to sync from Magento to Salesforce
• Click on Salesforce Integration tab –> Field Mapping

• You can edit, export to CSV, change status or delete mappings.

• To add new mapping, Click on Add, Add New Mapping window will be immediately loaded

• Select Table: select table for new mapping

• Salesforce field: choose Salesforce field

• Magento field: Magento field's name

• Status: default status is Active
• Description: Description for this new mapping

When done, hit Save, your mapping will be included in the next sync.

• A new product is added by store admin

• A record has been added to Products

• Custom Objects is a stand-out feature of SalesforceCRM, since it allows store admins and developers to create unique tables with fields of their favor.
• in Magento, we have developed 3 Custom Tables: Custom Customer, Custom Products and Invoices(Since Salesforce doesn't support an Invoice table by default) and a minitable called ItemInvoice to give the admin a closer look at the products invoiced. Now what you need to do to make use of these tables is making some Custom Objects with the following steps:

• Things get a bit more tricky when it comes to this part, as you have to create an unique field for each table. In here we have created a Custom Customer Table with the default API name CustomCustomerc and an unique field Emailc.

• One small remind, you also have to create a table called InvoiceItem with the following config

• One last step, in Magento, hit SalesforceCRM Integration –> Retrieve Field, your new Custom Table and fields are ready to use

• 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.

Once again, thank you for purchasing our extension. If you have any questions relating to this extension, please do not hesitate to contact us for support.

Magenest