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Finally, hit Save Config, your data configuration is ready to use. 

 

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Data Integration 

Field Mapping

To see the mapping list: Store > Field mapping

From the manage mapping, you can export, change the status with enable and disable options, edit or delete a mapping. 

 

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To add mapping, following Store > Field mapping > Add mapping


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Fill in mapping information:

  • Select type: select Account/contact/campaign/lead/product/order.
  • Magento field: select from the drop-down list
  • Salesforce field: select from the drop-down list
  • Description: describe mapping
  • Status: chose Enable/Disable

Remember to click Save Mapping to store information.

Synchronization Progress 

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

 

 

Data Integration setting

Field Mapping

To see the mapping list: Store > Field mapping

From the manage mapping, you can export, change the status with enable and disable options, edit or delete a mapping. 

 

Image Removed

 

To add mapping, following Store > Field mapping > Add mapping

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Fill in mapping information:

  • Select type: select Account/contact/campaign/lead/product/order.
  • Magento field: select from the drop-down list
  • Salesforce field: select from the drop-down list
  • Description: describe mapping
  • Status: chose Enable/Disable

Remember to click Save Mapping to store information.

 


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Main functions

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

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