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: 22/04/2021 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/20 Table of Contentsoutlinetruestyleno bullet

Introduction

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

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Magento Customer	SalesForce Contact
ID
Email	Email
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
Email	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
Email	Email
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

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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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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.

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Versions Compared

Old Version 145

New Version Current

Key

Introduction

Account

Lead

Product

Campaign

Order

Order Item

Opportunity

Opportunity Item

Updates

Page tree

Page History

Versions Compared

Old Version 145

New Version Current

Key

Introduction

Account

Lead

Product

Campaign

Order

Order Item

Opportunity

Opportunity Item

Updates