Thank you for purchasing our extension. If you have any questions that are beyond the scope of this document, do not hesitate to leave us an email at [email protected]
Updated: 06/05/2019 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/20 toc
...
Introduction
Magento 2 Salesforce Integration allows the store owner to sync all data from Magento 2 store to the Salesforce CRM system.
Features
...
- Synchronizing and updating a specific or all Products from Magento 2 store into Salesforce CRM Products both manually and automatically.
- Synchronizing and updating a specific or all Customers from Magento 2 store into Salesforce CRM Leads, Contacts, Accounts both manually and automatically.
- Synchronizing a specific or all Orders from Magento 2 store into Salesforce CRM Orders and Opportunity both manually and automatically.
- Synchronizing a specific or all Campaigns and Subscribers from Magento 2 store into Salesforce CRM both manually and automatically.
- Mapping smartly manually between Magento 2 attributes and Salesforce fields
- Viewing the log to see what is synchronized between two apps
- Managing the sync queue to see what will be synchronized next.
- Following the request report on Backend of Magento 2
- Linking Contact with Account on Salesforce,
- Supporting Personal Account
...
Your store should be running on Magento Edition version 2.0.x, 2.1.x., 2.2.x, 2.3.x, and 2.4.x
Magenest Salesforce CRM Version 3.4.1
Compatibility: Magento 2.3.x, 2.4.x (Open source, Commerce)
Compatible with Magento 2.4.6
| Warning | ||
|---|---|---|
| ||
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. |
...
- Login if you already have an account.
- Or Sign up to create a new one
...
- Admin must log in the account of Salesforce system > Setup > Apps > App Manager > Create new connected app (click on New Connected App on the top right to create a new app):
- Entering the information needed:
- Connected App Name: name for your connected app
- API Name: data from this field will be auto-synced from the Connected App Name
- Contact Email: your Salesforce email
- Tick Enable OAuth Settings box
- Callback URL: Callback URL fill https://your_domain_site/salesforce/oauth/callback
- Selected OAuth Scopes: select the Full Access option and Perform requests on your behalf at any time (refresh_token, offline_access)” permission
- Tick Choose Require Secret for Web Server Flow
- Tick Choose Include ID Token: Include Standard Claims, Include Custom Attributes, Include Custom Permissions.
- Click the Save button, then Continue to see the newly created app.
...
Please Save the config before clicking on the Get Access button to avoid getting a consumer key error.
Admin will be redirected to the verification page:
...
- Connection Status will be updated from Not Connected to Connected with all the information as in the image below. Once the integration is successful, the admin can set up bi-directional database synchronization between Magento 2 store and Salesforce CRM account. mapping field from Salesforce to Magento and synchronize data from Magento to Salesforce.
...
How to synchronize data from Magento 2 store to Salesforce CRM account
...
Note that synchronizing will take time, which depends on the size of the data.
When the synchronization process finished, you can go to Salesforce Integration > View Report to see the synchronized list.
...
- If the data is synced right, the Status will be Success.
- If there's a problem during the syncing process, the Status will be Error. The Message column will display the error message.
- You can view the detailed response of the report by clicking on the “View” button.
In addition, you can easily check the synchronization with the View Request Daily button and View On Salesforce button.
...
When a new product is added or an existing one is edited, a record with its price will be added into Salesforce's Products.
Magento Catalog:
...
Add mass action add the object to the Queue Add products to Salesforce Queue on Product Listing page:
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 a Salesforce Integration tab for each customer information that allows you to easily synchronize a specific customer. customer.
Magento 2 Dashboard:
Mass action Add customer Salesforce Queue on the Customers Listing page
Magento 2 Dashboard
Salesforce Leads:
Salesforce Contacts:
Salesforce Accounts:
- 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:
Mass action Add Order to Salesforce Queue on the Order Listing page:
Salesforce Order Information:
Opportunity:
- Allow synchronizing and updating Promotions from Magento 2 store into Salesforce CRM Campaigns both manually and automatically
...
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
...
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 | |
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 |
| Table of Contents | ||||
|---|---|---|---|---|
|
...
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
...
Support
- We will reply to support requests within 2 business days.
- We will offer 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.
...
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.
| Table of Contents | ||||
|---|---|---|---|---|
|