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- If compilation mode in your Magento is enabled in your Magento store, you have to turn it off, otherwise your store and admin site would be inaccessible after installing the extension.
- To disable Magento Compilation, go to System–>Tools–>Compilation.
- Also, make sure you have backed up your Magento files and databases in case things go rogue.
Turn on cache
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- It is highly recommended that your configuration cache is turned on to prevent early installation, as it could be a reason for errors.
- Go to System –> Cache Management
- Switch Action to Enable and hit Submit.
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- After successful purchase, we will provide you with the extension's zip file. Unzip the extension into a directory of your choice
- We recommend using FileZilla for uploading the files. Enter your store's Host IP, User name and Password, then hit Quickconnect
- To quickly install the extension, navigate both your local and remote site to app, right click on it in your local site and hit Upload
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- Sign in Salesforce CRM and go to Set up option in dashboard.
* In your Salesforce Dashboard, go to **Built / Create / Apps**. Press **New** button in **Connected App** to create a new connected app
- Enter information in the required fields:
- Connected App Name: name for your connected app
- API Name: data from this field will be auto synced from Connected App Name
- Contact Email: your Salesforce email
- Check Enable OAuth Settings box
- Fill Callback URL: see example: https://yourwebsite/RestTest/oauth/_callback
- Selected OAuth Scopes : select Full Access option and click Add button
- Hit Save button when you are done
- After finish, the connected app will displayed like this
Get Consumer Key (Client ID) and Consumer Secret (Client Secret) by connected app
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- In order to get Security Token, go to My Setting / Personal / Reset My Security Token
Press Reset Security Token button, the security token will send to your email
Set up the Salesforce account to integrate with Magento
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- 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
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- 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.
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2. When a customer edits his account, his information will be synced in Saleforce's Contacts
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3. When a customer places an order, his information will be synced in Salesforce's Accounts and Orders
4. When store admin launch a new promotion, a corresponding new campaign will be added in to Salesforce
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5. When a new product is added or an existing one is edited, a record will be added in Salesforce's Products
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Advanced Functions with Custom Objects
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- In Magento admin site, go to SalesforceCRM Integration –> Configuration and scroll down, you will see some options in Sync Custom Table.
- Sync Custom Customer: this sync option is on by default.
- Custom Customer Table: this is the API Name of the Custom Table in Salesforce.
- Unique field of Custom Customer Table: this is the API Name of an unique field in Custom Customer Table.
- The other 2 tables' options have the same function as above. To add a new Custom Object, go to Setup. In the Build console, expand Create and click on Objects, the Custom Objects window will popup. Click on New Custom Object to get started.
- Fill in the following fields
- Label: Name of your Custom Object
- Plural Label: Name of your Custom Object in plural form
- Object Name: This name will be auto-filled once Label is filled
- Description: Describe your Custom Object
- Record Name and Data Type: This will also be auto-filled.
- Hit Save when done, your new Custom Object is now successfully created.
Creating a Custom Field
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- To add or edit custom fields, go to Setup. In the Build console, expand Create and click on Objects, the Custom Objects window will popup.
- Click on the table that you want to edit, in here we will take Custom Customer for instance, add click on New to start adding new field.
- You will see a long list of options for your new field, choose one of your need, then click on Next.
- Next, you need to fill in a few details for your new Custom Field
- Field Label: Name for your new Custom Field.
- Field Name: This will be auto-filled after you filled in Field Label.
- Description: more detail description about the field.
- Help Text: this text will appear when user hover mouse on the field's icon.
- Hit Next to continue, you will see a list of checkboxes for security purpose, leave them and move on.
- When done, hit Save. Your field is successfully created.
Configuring for Custom Tables
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- 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.
- When you are done with creating, go to Salesforce's Configuration Site in Magento and fill in the needed information.
- 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
Custom Tables Syncing
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When a new product is added or existing one is edited, a new record will be added into Custom Products
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When a new invoice is sent by store admin, a new record is added in Salesforce's Invoices and Invoice Item
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When a product is deleted from Magento, it will also be deleted from Salesforce's Products and Custom Products
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