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Magento Salesforce CRM integration is a useful extension, which helps you manage and utilize customer information to improve CRM performance and increase sales.
II. Features
Allows synchronizing and updating Customers from Magento 2 store into Salesforce CRM Leads, Contacts, Accounts
Allows synchronizing Orders from Magento 2 store into Salesforce CRM Orders
Allows synchronizing Promotions from Magento 2 store into Salesforce CRM Campaigns
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
Support mapping smartly manually between Magento 2 attributes and Salesforce 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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The API package is not available if you use any other edition that's not listed above.
IV. Installation
1. Back up your Magento files and databases
Ensuring that you have backed up your information just in case anything happens
To back up in Magento 2, go to System -> Tools -> Back Up
2. Turn on cache
This step is highly recommended to prevent early installation which may cause potential error.
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Change Status to Enable and select Submit
3. (Perform the installment)
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- Sign in your Salesforce CRM account and click Setup in upper right panel.
- Select Built/Create/Apps
- In connected apps section, click New to add new app
- Entering information needed:
- Connected App Name: name for your connected app
- API Name: data from this field will be auto synced from Connected App Name
- Contact Email: your Salesforce email
- Check Enable OAuth Settings box
- Fill Callback URL
- Selected OAuth Scopes : select Full Access option and click Add button.
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The output will look like below, it will present Consumer Key and Consumer Secret
1.2 Reset security token
To have a new security token, follow: My settings/ Personal/ Reset my new token
New security token will be sent to your registered email.
2. Set up the salesforce account to integrate with Magento
Log in to back end magento: Store – Configuration – salesforce configuration settings
VI. Data Integration setting
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From the manage mapping, you can export, change the status with enable and disable options, edit or delete a mapping.
To add mapping, following Store/Field mapping /Add mapping
Fill in mapping information:
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Whenever a customer signs up in Magento store, his/her information will be synchronized to Salesforce CRM in Leads
- Magento Sign up
- Salesforce Leads
2. Automatic update in Salesforce contact when customer edit or update his/her contact in Magento store.
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Whenever any customer information is edited or updated in Magento, this information will be synchronize to Salesforce CRM.
3. Automatic integration from Magento Orders to Salesforce Accounts and Orders
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Whenever a customer places an order, his information will be synced in Salesforce's Accounts and Orders
4. Marketing campaign integration between Magento site and Salesforce CRM
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When store admin launch a new promotion, a corresponding new campaign will be added in to Salesforce
5. Product integration between Magento site and Salesforce CRM
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When a new product is added or an existing one is edited, a record will be added in Salesforce's Products
VIII. Updates
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