...
The Woocommerce Salesforce integration Plugin is an indispensable tool to help you synchronize data instantly between Woocommerce and Salesforce. The plugin allows to synchronize register customers in Woocommerce to Lead in Salesforce, order in Woocommerce to Account and Contact in Salesforce.
Features:
Synchronize Register Customer in Woocommerce to Lead in Salesforce
Synchronize Order in Woocommerce to Account in Salesforce
Synchronize Order in Woocommerce to Contact in Salesforce
Synchronize Order Products in Woocommerce to Products in Salesforce
Synchronize Order in Woocommerce to Order in Salesforce
Choose queue Sync or Auto Sync
Report Sync data between Woocomerce and Salesforce.
The plugin page: http://store.magenest.com/woocommerce-plugins/woocommerce-salesforce-crm-integration.html
The live demo: http://mysaleforce.demo.
magenest/woocommerce/demo2/wp-login.php
Username:magenest
Pass: demo123 |
---|
Configuration
|
---|
Configuration
Configuration
Creat
Creata connected app to get keys and token
Sign in Salesforce CRM and go to Set up option in dashboard.
In your Salesforce Dashboard, go to
Built > Creat > AppsPlatform tools > App manager. Press New Connected App button in Connected App to creat a new connected
appapplication.
Then enter information in the required fields:
Connected App Name: Enter the name for your connected app. Example: woocommerce_salesforce_integration
API Name: data from this field is auto synced from Connected App Name
Contact Email: fill your Salesforce email
Check Enable OAuth Settings box
Fill Callback URL: Fill like example: https://yourwebsite/RestTest/oauth/_callback
Selected OAuth Scopes : select Full Acess option and click Add button
Click Save button
After finish, your connected app will displayed like this:
You
You will get your client ID and
cilent serectclient secret key from here.
Now, go to Settings
Go to My
Setting >Personal Information > Reset My Security Token
to get yourchoose Reset Security Token
button.
mail:
Set up the Salesforce account to integrate with Woocommerce
You can access configuration page by clicking Settings of Woocommerce, then click Salesforce integration
tabtab
Client ID: Enter your consumer Key of Connected App
Client Secret: Enter your consumer Secret of Connected App
Username: Enter your username of your salesforce account
Password: Enter your password of your salesforce account
Security Token:Enter your security token from your email
Sync Salesforce: Choose Add to Queue or Auto Sync
Click Save changes button.
Example of usages
1.
Lead detailCustomer register
:
Sync lead data from registerin dashboard admin
Account detail
Sync account data from order data
Product detail
Sync product data from Order
Order detail
when admin press SYNC button:
2. When customer buy product
Dashboard admin:
When admin press SYNC button, Salesforce:
order:
order product:
3. Report Sync data
Once
Sync Salesforce order data from Magento order
Once again, thank you so much for purchasing this plugin. As I said at the beginning, I'd be glad to help you if you have any questions relating to this plugin. No guarantees, but I'll do my best to assist. If you have a more general question relating to the plugin on Codecanyon, you might consider visiting the forums and asking your question in the “Item Discussion” section.
If you have want the further features that is not supported in current version, do not hesitate to contact us.