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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 from Magento site and to Salesforce CRM.For more information of the extension: http://store.magenest.com/magento-extensions/salesforce-crm-integration.html
Features
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- 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
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Your store should be running on Magento Community Edition version 1.188.x or 1.199.x and Enterprise Edition version 1.13.x or 1.14.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: https://www.youtube.com/playlist?list=PLOgckfH7zlZtqLHy0328zpK3LFrZts687 )
| Widget Connector | ||||||
|---|---|---|---|---|---|---|
|
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- Sign in Salesforce CRM and go to Set up option in dashboardindashboard.
*
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 beauto 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 thisthis
Get Consumer Key (Client ID) and Consumer Secret (Client Secret) by connected app
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When a customer is deleted from Magento, it will also be deleted from Salesforce's Accounts, Leads, Contacts and Custom Customers
Salesforce Default Synchronization Fields
The fields in Red are hard-code.
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 |
Product2
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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- We will reply to support requests after 2 business days.
- We will offer lifetime free update and 6 months 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 series such as customizing our products, installation and uninstallation service.
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.Magenest