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 via our email address below.at [email protected]

Created: 11/09/2015 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/20 

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Introduction

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This extension provides a flexible way of integrating Magento 2 products, orders and customers, invoices with Salesforce in a simple way.

The extension page: https://store.magenest.com/magento-2/salesforce-crm-integration.html

Features

Salesforce Integration allows the store owner to sync all data from Magento 2 store to the Salesforce CRM system.

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Features

• Synchronizing and updating a specific or all Products Allows synchronizing and updating Customers from Magento 2 store into Salesforce CRM Leads, Contacts, AccountsAllows synchronizing Orders 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 OrdersAllows synchronizing Promotions from Magento 2 store into Salesforce CRM CampaignsOrders and Opportunity both manually and automatically. 
• Synchronizing a specific or all Campaigns and Subscribers Allows synchronizing and updating Products from Magento 2 store into Salesforce CRM Products
• Allows synchronizing Product Categories from Magento 2 store into Salesforce CRM Price Book
• both manually and automatically. 
• Mapping Supports mapping smartly manually between Magento 2 attributes and Salesforce fields
• Allows admins define the mapping fields in backend with ease
• Admin can view Viewing the log to see what is synchronized between two apps 
• Allow admin to manage Managing the sync queue to see what will be synchronized next. 
• Allow admins to follow Following the request report on Backend of Magento 2 .  
• Linking Contact with Account on Salesforce,
• Supporting Personal Account

Requirements

Your store should be running on Magento Community Edition version 2.0.x or , 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

Video Tutorial Playlist

(Go to the playlist to view more: https://www.youtube.com/playlist?list=PLOgckfH7zlZvSenZklrdkKlmO-qTFGxDm)

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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  First of all, you need to have a developer account in Salesforce, go to https://developer.salesforce.com/. 

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• Login if you already have an account.  

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• Or Sign up to create a new one

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Get consumer key and consumer secret by the connected app

Go to https://ap2.salesforce.com/ and sign in your Salesforce CRM account above, then click Setup > Built > Create > Apps. In connected apps section, click New to add a new app.          

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• 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):

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• Entering the information needed:   

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• Connected App Name: name for your connected
app                                              
• app                                                  
• API Name: data from this field will be auto-synced from the Connected App Name
• Contact Email: your Salesforce email
Check 
• Enable OAuth Settings
 box
• box
Fill Callback URL
• Callback URL: Callback URL fill https://your_domain_site/salesforce/oauth/callback 
• Selected OAuth Scopes:
select 
• select the Full Access
 option and click Add button.

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• option and Perform requests on your behalf at any time (refresh_token, offline_access)” permission

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• Choose Require Secret for Web Server Flow
• 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.

The output will look like the below, it you will present use the Consumer Key and Consumer Secret :for the configuration. 

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Reset security token

To have a new security token, follow: My settings > Personal > Reset my new token

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• Click on the user icon on the top right, choose Settings. Then on the left menu bar, choose Personal Information > Reset My Security Token.
• Click on Reset Security Token button to get a new one.

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• A new security token will be sent to your registered email.

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In addition, this module allows you to refresh Access Token when go to Salesforce CRM Integration > Refresh Access Token. 

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Configuration 

Setup and Authentication SalesforceCRM account 

• Note that you will need this security token for configuration.

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Setup and Authentication Salesforce CRM account 

 Setup and Authentication Salesforce CRM account will allow integrating Magento 2 store with your Salesforce CRM account.  

 On the Admin sidebar, go to Salesforce Integration > ConfigurationLog in to back end Magento 2: Store > Configuration > Magenest > SalesforceCRM Config 

• Email: Your Salesforce login email
• Password: Your Salesforce password
• Consumer Key: search in Setup > Create Home > Platform Tools > Apps > App > Connected Apps in Salesforce.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 Setup > Create  search in Home > Platform Tools > Apps > App > Connected Apps in Salesforce.
• Security Token: Receive via email register. Get from My Settings > Personal > Reset My Security Token 
• Get Access: click this button to connect Magento 2 to your Salesforce account. 

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• 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 Token"
  
• Salesforce environment: You can choose the sandbox environment or production environment 
• Enable Debug: the module will log data response to the salesforce.log file into your system
• Click Save Config after you've done (refresh the cache if needed)

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• > Get Access.

 Please Save the config before clicking on the Get Access button to avoid getting a

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consumer key error.  

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Connection Status will be transferred from not connected to connected with all the information like the picture below.   

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Synchronization Settings

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Admin will be redirected to the verification page: 

• Click the “Allow” button

Waitting some minutes to complete the process and recheck all features of our module.

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• 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 mapping field from Salesforce to Magento and synchronize data from Magento to Salesforce.

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How to synchronize data from Magento 2 store to Salesforce CRM account

Setting Up Field Mapping

 In order to synchronize data fields from the Magento 2 store to your Salesforce CRM account accurately, you need to create the mapping for these fields first.  

• Go to Salesforce Integration > Setup Field Mapping
• In Mapping Management, choose the type of data you want to create a field map among Account, Contact, Campaign, Lead, Product, Order, Opportunity. 

Note: For Subscriber data, you don't need to create field mapping.

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• For each field in Magento Fields, choose the matching field in Salesforce Fields to sync data.

 Salesforce has field-level security that allows admin to restrict field access to certain users. You can click here for more info. Therefore, when you create field mapping, there would be some fields in Salesforce that don't show up in the backend. In this case, you have to go to Salesforce to invoke permission for these fields.

• Description: Describe the mapping fields
• Default Value: If one object does not have data to sync, it will get the default value as defined here. If the admin does not set the default value, it will be empty.
• Status: You could enable or disable the field map.

Synchronization Settings

 You are able to synchronize data in the Admins are able to decide whether to synchronize data in Synchronization Settings tab: Account, Campaign, Opportunity, Contact, Lead, Product, Order, Subscriber. In addition, admins

In each tab, when you Enable (Yes), the Sync Mode will show up, you can choose the way to synchronize data either Immediately mode or Cron Job mode. Admins can click on Sync All Data Now button to synchronize all data immediately. 

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Finally, hit Save config, your data configuration is ready to use. 

Progress Synchronization 

If the App mode is Cron Job, Queue page is the place which the created, updated data is stored in and are waiting to be synced. If you wish to sync data right away, you can press Sync Now button. 

Note that synchronizing will take some time, the length of time depends on the size of data.  

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either Auto-Sync (Real-time) or Add to Queue (Cron Job).

• Auto Sync: The data will be automatically synchronized to Salesforce if there is any change.
• 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 hour, 2 hours. These options are the waiting time in the queue of the data before it is automatically synchronized to Salesforce.

̣ Click Sync All <Data> Now to add all records of the selected data type to the queue. 

• Select Date Range: You can use the Data Filter to limit the number of records based on their Created Date (Except for Campaign, which is based on Start Date and End Date of the campaign).
• If the process is completed successfully, a widget will inform and allow you to check out the Sync Queue.

Unique Field:

• Enable Personal Account: If your Salesforce account enabled Person Account, please select enable this option.
• Linked Contact with Account: If enabled, when syncing a record to Salesforce Contact, the module will attempt to sync that record to Salesforce Account beforehand.

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 In Queue Page, you can choose the Actions > Delete to delete the data you don't want to sync. Then click on the Sync Now button to sync the data immediately to Salesforce.

   Note that synchronizing will take time, which depends on the size of the data.

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When the synchronization process finished, you can go to Salesforce Integration > View Report to see the synchronized list.

Image AddedWhen the process is done, go to Salesforce Integration > View Report to check what is synced in the grid.

• If the data is synced right, the Status will be success and the Message will be "OK"be Success.
• 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. 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.

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In addition, you Moreover, admin can easily check the synchronization with the View Request Daily button and View On Xero Salesforce button.  Image Removed

Navigate to Salesforce Salesforce Integration > Request Daily Report, admins you can easily follow their the synchronization status.     

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Data Integration setting

Field Mapping

To see the mapping list: Store > Field mapping

From the manage mapping, you can export, change the status with enable and disable options, edit or delete a mapping. 

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To add mapping, following Store > Field mapping > Add mapping

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Fill in mapping information:

• Select type: select Account/contact/campaign/lead/product/order.
• Magento field: select from the dropdown list
• Salesforce field: select from the dropdown list
• Description: describe mapping
• Status: chose Enable/Disable

Remember to click Save mapping to store information.

Main functions

1. Generating Leads in Salesforce CRM from Magento 2 store automatically

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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 its price will be added into Salesforce's Products.

Magento Catalog: 

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Add mass action Add products to Salesforce Queue on Product Listing page:

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Salesforce Products:

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• 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

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, Accounts, and Contacts. Especially, this extension creates a Salesforce Integration tab for each customer information that allows you to easily synchronize a specific customer.

Magento 2 Dashboard:

Mass action  Add customer Salesforce Queue on the Customers Listing page

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Salesforce Leads:

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Salesforce Contacts:

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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 

Magento Sign up

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Salesforce Leads

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2. Automatic update in Salesforce contact when customer edit or update his/her contact in Magento 2 store.

Whenever any customer information is edited or updated in Magento, this information will be synchronize to Salesforce CRM contacts.

Magento 2 Dashboard 

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Salesforce Contacts

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Whenever a customer places an order, his the information will be synced in Salesforce's Accounts and Orders

Magento 2 orders data

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Saleforces accounts and order information

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4. When customer account is /updateddeleted in Magento 2 store, the information will be updated/deleted in Salesforce.

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5. Marketing campaign integration between Magento 2 site and Salesforce CRM

When store admin launch a new promotion, a corresponding new campaign will be added in to Salesforce

Magento 2 Catalog Price Rule

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Salesforce campaigns

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6. Product integration between Magento 2 site and Salesforce CRM

When a new product is added or an existing one is edited, a record will be added in Salesforce's Products

Magento catalog

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Salesforce products

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Orders and Opportunities.   

Magento 2 Orders Data:

 Mass action Add Order to Salesforce Queue on the Order Listing page:

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Salesforce Order Information:

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Opportunity:

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• Allow synchronizing and updating Promotions from Magento 2 store into Salesforce CRM Campaigns both manually and automatically 

When store owners launch a new promotion or update an existing one, the corresponding campaign will be added into Salesforce.

 Note that if you change the rule name when updating the campaign, it will create another one in Salesforce.   

Magento 2 Catalog Price Rule:

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Salesforce Campaigns:

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Salesforce Default Synchronization Fields

  The fields in Red are hard-code.

The other fields can be defined in field mapping.

Contact

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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

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• We will reply to support requests after within 2 business days.
• We will offer lifetime free update and 6 months -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 series 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.

Magenest