I. Introduction

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

...

Admin can view the log to see what is synchronized between two apps

III. Requirements

Your store should be running on Magento Community Edition version 2.0.0 and more.

...

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

...

3. (Perform the installment)

4. (Post installment)

V. Configuration

1.Get consumer key and consumer secret by connected app 

1.1 Creating a new connected app and get Consumer Key (Client ID) and Consumer Secret (Client Secret) by connected app

- 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:

...

Remember to Save all the information.

The output will look like below, it will present Consumer Key and Consumer Secret

...

Log in to back end magento: Store – Configuration – salesforce configuration settings

VI. Data Integration setting

Field Mapping

To see the mapping list: Store – field mapping

...

Fill in mapping information:-

• Select type: 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.

VII. Main functions

1. Generating Leads in Salesforce CRM from Magento store automatically

Whenever a customer signs up in Magento store, his/her information will be synchronized to Salesforce CRM in Leads

...

3. Automatic integration from Magento Orders to Salesforce Accounts and Orders 

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

Magento orders data

Saleforces accounts and order information

4. Marketing campaign integration between Magento site and Salesforce CRM

...

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

Salesforce campaigns

5. Product integration between Magento 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

Salesforce products

VIII. 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
  
  

IX. Support

• Magenest offers the response time can be up to 3-5 days.
• We offers lifetime support free for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products work well in your site exactly like our demo.
• Support DOES NOT include other services as customize our product to fit your own needs, installation service, uninstallation service. We ONLY support you with exist features of module

...