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Created: 11/09/2015 | By: Magenest | Email: [email protected]
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Introduction
This extension provides a flexible way of integrating Magento 2 products, orders and customers, invoices with Salesforce in a simple way.
The extension page: http://store.magenest.com/magento-2-salesforce-crm-integration.html
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
- Supports 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
Requirements
Your store should be running on Magento Community Edition version 2.0.0 and more.
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The module works base on using API, so make sure your salesforce edition had API by check the using version:
The API package is not available if you use any other edition that's not listed above. |
Video Tutorial Playlist
(Go to the playlist to view more: https://www.youtube.com/playlist?list=PLOgckfH7zlZvSenZklrdkKlmO-qTFGxDm)
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Configuration
Set up Salesforce account
First, you need to have a developer account in Salesforce.
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Get consumer key and consumer secret by connected app
Creating a new connected app and get Consumer Key (Client ID) and Consumer Secret (Client Secret) by connected app
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New security token will be sent to your registered email.
Set up the Salesforce account
Log in to back end Magento 2: Store > Configuration > Magenest > SalesforceCRM Config
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Finally, hit Save config, your data configuration is ready to use.
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Data Integration setting
Field Mapping
To see the mapping list: Store > Field mapping
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Remember to click Save mapping to store information.
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Main functions
1. Generating Leads in Salesforce CRM from Magento 2 store automatically
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Whenever a product is updated or deleted in Magento 2 store, it will be updated or deleted from Salesforce catalog as well.
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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
- We will reply to support requests after 2 business days.
- We will offer lifetime free update and 6 months 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 such as customizing our products, installation and uninstallation service.
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Give your details and you will get the developer account.