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This extension provides a flexible way of integrating Magento 1 2 products, orders and customers, invoices with Salesforce in a simple way.
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- 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 Supports 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
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Installation
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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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
- Creating a new connected app and get Consumer Key (Client ID) and Consumer Secret (Client Secret) by connected app
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- Sign in your Salesforce CRM account and click Setup in upper right panel.
- Select Built /> Create /> Apps. In connected apps section, click New to add new app.
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- 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.
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Remember to click Save all the information button.
The output will look like below, it will present Consumer Key and Consumer Secret:
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Set up the salesforce account to integrate with Magento
Log in to back end magentoMagento 2: Store > Configuration > salesforce Salesforce configuration settings
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Data Integration setting
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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 dropdown list
- Salesforce field: select from the dropdown list
- Description: describe mapping
- Status: chose Enable/Disable
Remember to click Save mapping to store information.
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Main functions
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1. Generating Leads in Salesforce CRM from Magento 2 store automatically
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