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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
Features
- 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
System Requirement
Your store should be running on Magento Community Edition version 1.8.x or 1.9.x.
Note: The module works base on using API, so make sure your salesforce edition had API by check the using version:
- Enterprise Edition ( API default)
- Unlimited Edition ( API default)
- Developer Edition ( API default)
- Performance Edition ( API default)
- Professional Edition ( API purchase separately)
The API package is not available if you use any other edition that's not listed above. See more here: https://help.salesforce.com/HTViewSolution?id=000005140&language=en_US
The Video Tutorial Playlist
(Go to the playlist link to view more: httpsFor more information of the extension: http://storewww.magenestyoutube.com/magento-extensions/salesforce-crm-integration.html/playlist?list=PLOgckfH7zlZtqLHy0328zpK3LFrZts687 )
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Installation
Turn off Compilation mode
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- 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.
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Configuration
Creating a new connected app
- 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
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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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Data Integration Settings
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- 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.
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Support
- Magenest offers the response time can be up to 3-5 days.
- We offers lifetime support free for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products work well in your site exactly like our demo.
- Support DOES NOT include other services as customize our product to fit your own needs, installation service, uninstallation service. We ONLY support you with exist features of module
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.
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