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Introduction
Salesforce CRM Integration is a useful extension which helps you manage and utilize customer information to improve CRM performance and increase sales.
This extension provides a flexible way of integrating Magento 1 products, orders and customers, invoices with Salesforce in a simple way.
The extension page: http://store.magenest.com/magento-2-salesforce-crm-integration.html
Features
- Allows synchronizing and updating Customers from Magento 2 store into Salesforce CRM Leads, Contacts, Accounts
- Allows synchronizing Orders from Magento 2 store into Salesforce CRM Orders
- Allows synchronizing Promotions from Magento 2 store into Salesforce CRM Campaigns
- Allows synchronizing and updating Products from Magento 2 store into Salesforce CRM Products
- Allows synchronizing Product Categories from Magento 2 store into Salesforce CRM Price Book
- Support mapping smartly manually between Magento 2 attributes and Salesforce fields
- Allows admins define the mapping fields in backend with ease
- Admin can view the log to see what is synchronized between two apps
Requirements
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Your store should be running on Magento Community Edition version 2.0.0 and more.
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| Warning | ||
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The module works base on using API, so make sure your salesforce edition had API by check the using version:
The API package is not available if you use any other edition that's not listed above. |
Video Tutorial Playlist
(Go to the playlist to view more: https://www.youtube.com/playlist?list=PLOgckfH7zlZvSenZklrdkKlmO-qTFGxDm)
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Here we will guide you through the installation process of our extension. First off, open FileZilla, log in to your host as follows:
In the above example we switched the local site to the extension directory, and the remote site to the code directory. Now on the remote site window, inside app/code directory, create a folder named Magenest and go inside it. Now on your local site window, right click on Wrapper extension and click Upload. The extension will be uploaded onto your host in a few minutes.
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After running all these, your Command line/Terminal window might look like this:
Finally, you need to flush the cache by either type this into the Command Line/Terminal:
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Or go to System > Cache Management and click Flush Magento Cache
Now you can go to your store and check if the extension is working as expected.
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Configuration
Get consumer key and consumer secret by connected app
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- Select Built/Create/Apps- . In connected apps section, click New to add new app.
- 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.
The output will look like below, it will present Consumer Key and Consumer Secret:
2. Reset security token
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To have a new security token, follow: My settings > Personal > Reset my new token
New security token will be sent to your registered email.
Set up the salesforce account to integrate with Magento
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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1. Generating Leads in Salesforce CRM from Magento 2 store automatically
Whenever a customer signs up in Magento 2 store, his/her information will be synchronized to Salesforce CRM in Leads
Magento Sign up
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Salesforce Leads
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2. Automatic update in Salesforce contact when customer edit or update his/her contact in Magento 2 store.
Whenever any customer information is edited or updated in Magento, this information will be synchronize to Salesforce CRM contacts.
Magento 2 Dashboard
Salesforce 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 2 orders data
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Saleforces accounts and order information
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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
Magento 2 Catalog Price Rule
Salesforce campaigns
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6. Product integration between Magento 2 site and Salesforce CRM
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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