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Moreover, admin can easily check the synchronization with View Request Daily button and View On Xero Salesforce button. 

 

 

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

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1. Allows synchronizing and updating Customers from Magento 2 store into Salesforce CRM Leads, Contacts, Accounts both manually and automatically 

 

Magento 2 Dashboard 

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Whenever a customer signs up in Magento 2 store, his/her information will be synchronized to Salesforce CRM in Leads
, Accounts, and Contacts both manually and automatically

Magento 2 Dashboard 


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Salesforce Contacts

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Leads

 

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Salesforce Accounts

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Contacts


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Salesforce Accounts

 

 

2. Allows synchronizing Orders from Magento 2 store into Salesforce CRM Orders both manually and automatically 

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

 

Magento 2 Orders Data


 

 

Salesforce Order Information

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

 

Magento 2 Catalog Price Rule

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

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