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Finally, hit Save Config, your data configuration is ready to use.
Setting Up Field Mapping
In order to synchronize data fields from Magento 2 store to your Salesforce CRM account correctly, you need to create the mapping for these fields first.
Go to Store > Field Mapping
The module enables a grid table to manage mapping fields between Magento 2 and Salesforce CRM. You can choose which data fields you want to sync from Magento 2 to Zoho CRM account. 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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Fill in mapping information:
- Type: select data type: Leads, Contacts, Accounts, SalesOrders, Invoices, Products, Campaigns.
- Description: describe data information
- Select type: select Account/contact/campaign/lead/product/order.
- Magento field: select from the drop-down listMagento data field from dropdown list which you want to synchronize.
- Salesforce field: select from the drop-down listDescription: describe mapping
- Salesforce field from dropdown list which you want to store data in.
- Status: chose Enable
- select Enabled/Disable
- Disabled
Remember to click Save Mapping to store information.
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