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New security token will be sent to your registered email.
In addition, this module allows you to refresh Access Token when go to Salesforce CRM Integration > Refresh Access Token.
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Setup and Authentication SalesforceCRM account
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First, admins need to create field mapping for synchronizing Salesforce Data to Magento 2 store. There are 4 objects that can be synchronized: Contact, Account, Lead, and Product. Click on Update Contact Object X Field Mapping button to save setting mapping for each object.
Sync Data
After setting up field mapping successfully, admins can select objects you want to sync from checkbox list in Configuration tab. Then click on Get Salesforce Records button to add Salesforce data from Salesforce CRM account to Queue tab.
In Queue tab, admins can preview, delete any items in from the grid. This allows admins can choose whether to synchronize a data in Queue tab. After that click on Sync All Items In Queue button to finish synchronizing from Salesforce to Magento 2 store.
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Admins can check the result of process synchronization in Log tab. Admins can use Salesforce ID and Magento ID hyperlink to navigate quickly for a specific item.
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Main functions
Allows Allow synchronizing and updating a specific or all Products from Magento 2 store into Salesforce CRM Products and vice versa allow synchronizing Products from Salesforce CRM account to Magento 2 store.
When a new product is added or an existing one is edited, a record with their price will be added into Salesforce's Products. In addition, when a new product is created in Salesforce CRM account, it can be synchronized data to Magento 2 store.
Magento Catalog
Salesforce Products
Whenever a product is updated in Magento 2 store, it will be updated from Salesforce catalog as well.
- Allows Allow synchronizing and updating a specific or all Customers from Magento 2 store into Salesforce CRM Leads, Contacts, Accounts and vice versa allow synchronizing Customers from Salesforce CRM account to Magento 2 store.
Whenever a customer account is created or updated in Magento 2 store, his/her information will be synchronized to Salesforce CRM in Leads, Accounts, and Contacts and vice versa. Especially, this extension creates Salesforce Integration tab for each customer information that allows admins to easily synchronize a specific customer.
In addition, when a new customer account is created in Salesforce CRM account, it can also be synchronized to Magento 2 store.
Magento 2 Dashboard
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Salesforce Contacts
Salesforce Accounts
- Allows Allow synchronizing a specific or all Orders from Magento 2 store into Salesforce CRM Orders both manually and automatically
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Salesforce Order Information
3. Allows Allow synchronizing and updating Promotions from Magento 2 store into Salesforce CRM Campaigns both manually and automatically
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