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Introduction
Magento Salesforce CRM Integration is a useful extension which helps you manage and utilize customer information to improve CRM performance and increase sales.
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To back up in Magento 2, go to System -> Tools -> Back Up
2. Turn on cache
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Change Status to Enable and select Submit
3. (Perform the installment)
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- Sign in your Salesforce CRM account and click Setup in upper right panel.
- Select Built/Create/Apps
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- Entering information needed: 
- Connected App Name: name for your connected app
- API Name: data from this field will be auto synced from Connected App Name
- Contact Email: your Salesforce email
- Check Enable OAuth Settings box
- Fill Callback URL
- Selected OAuth Scopes : select Full Access option and click Add button.
Remember to Save all the information.
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2. Reset security token
To have a new security token, follow: My settings > Personal > Reset my new token
New security token will be sent to your registered email.
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Set up the salesforce account to integrate with Magento
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Log in to back end magento: Store > Configuration > salesforce configuration settings
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Data Integration setting
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From the manage mapping, you can export, change the status with enable and disable options, edit or delete a mapping.
To add mapping, following Store/Field mapping > Add mapping
Fill in mapping information:
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Whenever a customer signs up in Magento store, his/her information will be synchronized to Salesforce CRM in Leads
- Magento Sign up:
- Salesforce Leads:
2. Automatic update in Salesforce contact when customer edit or update his/her contact in Magento store.
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Whenever any customer information is edited or updated in Magento, this information will be synchronize to Salesforce CRM contacts.
3. Automatic integration from Magento Orders to Salesforce Accounts and Orders
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Whenever a customer places an order, his information will be synced in Salesforce's Accounts and Orders
- Magento orders data:
- Saleforces accounts and order information:
4. When customer account is /updateddeleted in Magento 2 store, the information will be updated/deleted in Salesforce.
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When store admin launch a new promotion, a corresponding new campaign will be added in to Salesforce
- Salesforce campaigns:
6. Product integration between Magento site and Salesforce CRM
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When a new product is added or an existing one is edited, a record will be added in Salesforce's Products
- Magento catalog
- Salesforce products
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
- Magenest offers the response time can be up to 3-5 days.
- We offers lifetime support free for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products work well in your site exactly like our demo.
- Support DOES NOT include other services as customize our product to fit your own needs, installation service, uninstallation service. We ONLY support you with exist features of module
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Once again, thank you for purchasing our extension. If you have any questions relating to this extension, please do not hesitate to contact us for support.