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Updated: 06/05/2019 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/20
Table of Contents
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Introduction
Magento 2 Salesforce Integration allows the store owner to sync all data from Magento 2 store to the Salesforce CRM system.
Features
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Your store should be running on Magento Edition version 2.0.x, 2.1.x., 2.2.x, and 2.3.x
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The module works base on using API, so make sure your Salesforce edition had API by checking the using version:
The API package is not available if you use any other edition that's not listed above. |
Video Tutorial Playlist
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Widget Connector width 1024 url https://www.youtube.com/watch?v=E-mAPJHvCuA height 576
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How to create a new app
It is necessary to create a new app for the connection between Magento 2 and Salesforce CRM. First of all, you need to have a developer account in Salesforce, go to https://developer.salesforce.com/.
Login if you already have an account.
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Or Sign up to create a new one
Get consumer key and consumer secret by the connected app
Go to https://ap2.salesforce.com/ and sign in to your Salesforce CRM account.
Your Salesforce CRM account will appear as below. On the left menu bar, click on Apps > App Manager, then click on New Connected App on the top right to create a new app.
- Entering the information needed:
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- 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
- Tick Enable OAuth Settings box
- Callback URL: your backend URL
- Selected OAuth Scopes: select Full Access option and click Add button.
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- Tick Require Secret for Web Server Flow
- Tick Include ID Token: Include Standard Claims, Include Custom Attributes, Include Custom Permissions.
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The output will look like below, you will use the Consumer Key and Consumer Secret for the configuration.
Reset security token
Click on the user icon on the top right, choose Settings. Then on the left menu bar, choose Personal Information > Reset My Security Token.
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- Email: Your Salesforce login email
- Password: Your Salesforce password
- Consumer Key: search in Home > Platform Tools > Apps > App Manager > "Your app name" (in this demo it is "Magenest") in Salesforce. Check out the above guide "Get consumer key and consumer secret by connected app"
- Consumer Secret: search in Home > Platform Tools > Apps > App Manager > "Your app name" (in this demo it is "Magenest") in Salesforce. Check out the above guide "Get consumer key and consumer secret by connected app"
- Security Token: Check out the above guide "Reset security Security Token"
Press Save Config after you've done (refresh the cache if needed). Then, click on Get Access button.
We highly recommend that you have to save config before click on Get Access button, this will help you avoid making the consumer key error.
Connection Status will be transferred from Not Connected to Connected with all the information like the picture below. The integration is successful. Admins can set up bi-directional database synchronization between Magento 2 store and Salesforce CRM account now.
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How to synchronize data from Magento 2 store to Salesforce CRM account
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In order to synchronize data fields from the Magento 2 store to your Salesforce CRM account correctly, you need to create the mapping for these fields first.
Go to Salesforce Integration > Setup Field Mapping
In the Mapping Management, choose the type of data you want to create a field map among : Account, Contact, Campaign, Lead, Product, Order, Opportunity.
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Description: Describe the field mapping
Status: You could enabled enable or disabled disable the field map.
Synchronization Settings
You are able to to synchronize data in the Synchronization Settings tab: Account, Campaign, Opportunity, Contact, Lead, Product, Order, Subscriber.
In each tab, when you Enable (Yes), the Sync Mode will show up, you can choose the way to synchronize data either Auto-Sync (Real-time) or Add to Queue (Cron Job).
- Auto Sync: The data will be automatically synchronize synchronized to Salesforce when changed.
- Add to Queue: The data will be added to the queue before synchronizing to Salesforce. If you choose this option, Queue Auto Sync Time shows up with 4 options: Sync manually, 15 minutes, 1 hours, 2 hours. These options are the waiting time in the queue of the data before being automatically synchronized to Salesforce.
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- If the data is synced right, the Status will be success and be success and the Message will be "OK"
- If there's a problem during the syncing process, the Status will be error and the Message tab will show the error message like the record below.
In addition, you can easily check the synchronization with View Request Daily button and View On Salesforce button.
Navigate to Salesforce Integration > Request Daily Report, you can easily follow the synchronization status.
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Main functions
Allow synchronizing and updating a specific or all Products from Magento 2 store into Salesforce CRM Products
When a new product is added or an existing one is edited, a record with their price will be added into Salesforce's Products.
Magento Catalog
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Salesforce Products
- Allow synchronizing and updating a specific or all Customers from Magento 2 store into Salesforce CRM Leads, Contacts, Accounts
Whenever a customer account is created or updated in Magento 2 store, his/her information will be synchronized to Salesforce CRM in Leads, Accounts, and Contacts. Especially, this extension creates Salesforce Integration tab for each customer information that allows you to easily synchronize a specific customer.
Magento 2 Dashboard
Salesforce Leads
Salesforce Contacts
Salesforce Accounts
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- Allow synchronizing a specific or all Orders from Magento 2 store into Salesforce CRM Orders and Salesforce Opportunity both manually and automatically
Whenever a customer places an order, the information will be synced in Salesforce's Orders and Opportunities.
Magento 2 Orders Data
Salesforce Order Information
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Opportunity
- Allow synchronizing and updating Promotions from Magento 2 store into Salesforce CRM Campaigns both manually and automatically
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Note that if you change the rule name when updating the campaign, it will create another one in Salesforce.
Magento 2 Catalog Price Rule
Salesforce Campaigns
Salesforce Default Synchronization Fields
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The other fields can be defined in field mapping.
Contact
Magento Customer | SalesForce Contact |
ID | |
Created At | |
Updated At | |
is Active | |
Created in | |
Prefix | |
First name | First name |
Last name | Last name |
Middle name | |
Tax/VAT number | |
Gender | |
Date of Birth | |
Billing First Name | |
Billing Middle Name | |
Billing Last Name | |
Billing Company | |
Billing City | |
Billing State/Province | |
Billing Country | |
Billing Zip/Postal Code | |
Billing Telephone | |
Billing Fax | |
Shipping First Name | |
Shipping Middle Name | |
Shipping Last Name | |
Shipping Company | |
Shipping Street | |
Shipping City | |
Shipping State/Province | |
Shipping Country | |
Shipping Zip/Postal Code | |
Shipping Telephone | |
Shipping Fax | |
VAT number |
Account
Magento Customer | SalesForce Account |
ID | |
Name | |
Created At | |
Updated At | |
is Active | |
Created in | |
Prefix | |
First name | |
Last name | |
Middle name | |
Tax/VAT number | |
Gender | |
Date of Birth | |
Billing First Name | |
Billing Middle Name | |
Billing Last Name | |
Billing Company | |
Billing City | |
Billing State/Province | |
Billing Country | |
Billing Zip/Postal Code | |
Billing Telephone | |
Billing Fax | |
Shipping First Name | |
Shipping Middle Name | |
Shipping Last Name | |
Shipping Company | |
Shipping Street | |
Shipping City | |
Shipping State/Province | |
Shipping Country | |
Shipping Zip/Postal Code | |
Shipping Telephone | |
Shipping Fax | |
VAT number |
Lead
Magento Customer | SalesForce Lead |
ID | |
Created At | |
Updated At | |
is Active | |
Created in | |
Prefix | |
First name | First name |
Last name | Last name |
Middle name | |
Tax/VAT number | |
Gender | |
Date of Birth | |
Billing First Name | |
Billing Middle Name | |
Billing Last Name | |
Billing Company | "N/A" |
Billing City | |
Billing State/Province | |
Billing Country | |
Billing Zip/Postal Code | |
Billing Telephone | |
Billing Fax | |
Shipping First Name | |
Shipping Middle Name | |
Shipping Last Name | |
Shipping Company | "N/A" |
Shipping Street | |
Shipping City | |
Shipping State/Province | |
Shipping Country | |
Shipping Zip/Postal Code | |
Shipping Telephone | |
Shipping Fax | |
VAT number |
Product
Magento Product | SalesForce Product2 |
Name | Name |
Description | |
is Active | isActive |
Short Description | |
SKU | ProductCode |
Weight | |
Set Product as New from Date | |
Set Product as New to Date | |
Status | |
Country of Manufacture | |
URL Key | |
Price | |
Special Price | |
Special From Date | |
Special To Date | |
Stock Id | |
Qty | |
Min Qty | |
Meta Title | |
Meta Keywords | |
Meta Description | |
Tax Class | |
Base Image | |
Small Image | |
Thumbnail | |
Min Qty | |
Meta Keywords | |
Meta Description |
Campaign
Magento Campaign | SalesForce Campaign |
Rule ID | |
Name | Name |
Description | |
From Date | |
To Date | |
Active | |
Simple Action(Apply) | |
Discount Amount | |
Enable Discount to Subproducts | |
Subproducts Simple Action(Apply) | |
Subproducts Discount Amount |
Order
Magento | SalesForce Order |
ID | |
State | |
Status | Status |
Coupon Code | |
Coupon Rule Name | |
Increment ID | PoNumber |
Created At | EffectiveDate |
Company | |
Customer First Name | |
Customer Middle Name | |
Customer Last Name | |
Billing First Name | |
Billing Middle Name | |
Billing Last Name | |
Billing Company | |
Billing Street | |
Billing City | |
Billing State/Province | |
Billing Zip/Postal Code | |
Billing Telephone | |
Billing Country | |
Shipping First Name | |
Shipping Middle Name | |
Shipping Last Name | |
Shipping Company | |
Shipping Street | |
Shipping City | |
Shipping State/Province | |
Shipping Zip/Postal Code | |
Shipping Country | |
Shipping Amount | |
Shipping Description | |
Currency Code | |
Total Item Count | |
Store Currency Code | |
Shipping Discount Amount | |
Discount Description | |
Shipping Method | |
Store Name | |
Discount Amount | |
Tax Amount | |
Sub Total | |
Grand Total | |
Remote IP |
Order Item
Magento Order Item | SalesForce Order Item |
Parent ID | OrderID |
Qty | Quantity |
Price | UnitPrice |
Opportunity
Magento | SalesForce Opportunity |
ID | |
State | |
Status | Prospecting |
Coupon Code | |
Coupon Rule Name | |
Increment ID | Name |
Created At | CloseDate |
Company | |
Customer First Name | |
Customer Middle Name | |
Customer Last Name | |
Billing First Name | |
Billing Middle Name | |
Billing Last Name | |
Billing Company | |
Billing Street | |
Billing City | |
Billing State/Province | |
Billing Zip/Postal Code | |
Billing Telephone | |
Billing Country | |
Shipping First Name | |
Shipping Middle Name | |
Shipping Last Name | |
Shipping Company | |
Shipping Street | |
Shipping City | |
Shipping State/Province | |
Shipping Zip/Postal Code | |
Shipping Country | |
Shipping Amount | |
Shipping Description | |
Currency Code | |
Total Item Count | |
Store Currency Code | |
Shipping Discount Amount | |
Discount Description | |
Shipping Method | |
Store Name | |
Discount Amount | |
Tax Amount | |
Sub Total | |
Grand Total | |
Remote IP |
Opportunity Item
Magento Opportunity Item | SalesForce Opportunity Item |
Parent ID | OrderID |
Qty | Quantity |
Price | UnitPrice |
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Updates
- 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
- We will reply to support requests within 2 business days.
- We will offer life time free lifetime free update and 6-month free support for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well in your site exactly like our demo.
- Support DOES NOT include other services such as customizing our products, installation, and uninstallation service.
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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.