Page History

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

  izysync.com

  /woocommerce/demo2/wp-login.php

Username:magenest 
Pass: demo123                                                                                                                                              

Configuration

Configuration

Configuration

Creat

a connected app to get keys and token

Sign in Salesforce CRM and go to Set up option in dashboard.

Image Removed

Image Added

In your Salesforce Dashboard, go to

Platform tools > App manager. Press New Connected App button in Connected App to creat a new connected

application.

Image Added

Image Removed

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:

Image Added

Image Removed

You will get your client ID and

client secret key from here.

Now, go to Settings

Image Added

Go to My

Personal Information > Reset My Security Token

choose Reset Security Token

Image Removed

button.

Image Added

mail:

Image Added

Image Removed

Set up the Salesforce account to integrate with Woocommerce

You can access configuration page by clicking Settings of Woocommerce, then click Salesforce integration

Image Removed

tab

Image Added

• 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.

Customer register

Image Added

Image Added

Image Removed

Image RemovedSync lead data from register:Image Removed

• in dashboard admin

Image RemovedImage Added

Account detail

Image Removed

Sync account data from order data

Image Removed

Image Removed

Product detail

Sync product data from Order 

Image Removed

Image Removed

Order detail

when admin press SYNC button:

Image Added

2. When customer buy product

Image Added

Dashboard admin:

Image Added

When admin press SYNC button, Salesforce:

order:

Image Added

order product:

Image Added

3. Report Sync data

Image Added

Once

Sync Salesforce order data from Magento order  

Image Removed

Image Removed

 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.