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I. Introduction

Magento Salesforce CRM integration is a useful extension, which helps you manage and utilize customer information to improve CRM performance and increase sales.

- 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

Your store should be running on Magento Community Edition version 2.0.0 and more.

Note: The module works base on using API, so make sure your salesforce edition had API by check the using version:

  1. Enterprise Edition ( API default)
  2. Unlimited Edition ( API default)
  3. Developer Edition ( API default)
  4. Performance Edition ( API default)
  5. Professional Edition ( API purchase separately)

The API package is not available if you use any other edition that's not listed above.

 

II. Installation

1. Back up your Magento files and databases

 Ensuring that you have backed up your information just in case anything happens

 To back up in Magento 2, go to System -> Tools -> Back Up


2. Turn on cache

This step is highly recommended to prevent early installation which causes potential error.

Go to System -> Cache Management

Change Status to Enable and select Submit

 

3. (Perform the installment)

 

4. (Post installment)

 

III. Configuration


1.Get consumer key and consumer secret by connected app

1.1 Creating a new connected app and get Consumer Key (Client ID) and Consumer Secret (Client Secret) by connected app

 

- 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

- Entering information needed and save it.

You will recieve information regarding your consumer key and consumer sercet.

 

1.2 Reset your security token and 

To have a new security token, follow: My settings/ Personal/ Reset my new token

Your new security token will be sent to your registered email.

 


1.3 Magento configuration

Log in to back end magento: Store – Configuration – salesforce configuration settings


IV. Data Integration setting


1. Field Mapping

The 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.

To add mapping: Store – field mapping – add mapping

Fill in mapping information:

- Select type: 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.

 

V. Main functions


1. Generating Leads in Salesforce CRM from Magento store automatically

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.

Whenever there is an update in customer contact, the updated information will be synchronized from Magento store to Salesforce CRM in contacts section.

 

3. When a customer places an order, his information will be synced in Salesforce's Accounts and Orders


4. When store admin launch a new promotion, a corresponding new campaign will be added in to Salesforce


5. When a new product is added or an existing one is edited, a record will be added in Salesforce's Products

 


VI. 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

VII. 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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