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Thank you for purchasing our extension. If you have any questions that are beyond the scope of this document, do not hesitate to leave us an email via our email address below.

Created: 03/01/2017 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/20 

 

Introduction

This extension provides a flexible way of integrating Magento 2 products, orders and customers, invoices with Salesforce in a simple way.

The extension page: https://store.magenest.com/magento-2/salesforce-crm-integration.html

Features

  • Allows synchronizing and updating a specific or all Customers from Magento 2 store into Salesforce CRM Leads, Contacts, Accounts both manually and automatically. 
  • Allows synchronizing a specific or all Orders from Magento 2 store into Salesforce CRM Orders both manually and automatically. 
  • Allows synchronizing and updating Promotions from Magento 2 store into Salesforce CRM Campaigns
  • Allows synchronizing and updating a specific or all Products from Magento 2 store into Salesforce CRM Products both manually and automatically. 
  • Supports mapping smartly manually between Magento 2 attributes and Salesforce fields
  • Allows admins define the mapping fields in backend easily
  • Admin can view the log to see what is synchronized between two apps 
  • Allow admin to manage the sync queue to see what will be synchronized next. 
  • Allow admins to follow the request report on Backend of Magento 2  

Requirements

Your store should be running on Magento Community Edition version 2.0.x or 2.1.x. 

 

API

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.

Video Tutorial Playlist

(Go to the playlist to view more: https://www.youtube.com/playlist?list=PLOgckfH7zlZvSenZklrdkKlmO-qTFGxDm) 

 

 

How to create a new app 

It is necessary to create a new app for the connection between Magento 2 and Salesforce CRM. First of all, you need to have a developer account in Salesforce, go to https://developer.salesforce.com/. 


 

Login if you already have an account.  



Or Sign up to create a new one. Give your details and you will get the developer account. 



Get consumer key and consumer secret by connected app

Go to https://ap2.salesforce.com/ and sign in your Salesforce CRM account above, then click Setup > Built > Create > Apps. In connected apps section, click New to add a 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 click Save button.

The output will look like below, it will present Consumer Key and Consumer Secret: 


 

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.

 

 

In addition, this module allows you to refresh Access Token when go to Salesforce CRM Integration > Refresh Access Token. 

 

 

Configuration 

Setup and Authentication SalesforceCRM account 

Log in to back end Magento 2: Store > Configuration > Magenest > SalesforceCRM Config 

  • Email: Your Salesforce login email
  • Password: Your Salesforce password
  • Consumer Key: search in Setup > Create > App > Connected Apps in Salesforce.
  • Consumer Secret: search in Setup > Create > App > Connected Apps in Salesforce.
  • Security Token: Receive via email register. Get from My Settings > Personal > Reset My Security Token 
  • Get Access: click this button to connect Magento 2 to your Salesforce account. 

 

Taking Consumer Key, Consumer Secret, and Security Token that you have just created and paste into Magento 2 backend configuration. Press Save Config after you've done (refresh the cache if needed). Then, click on Get Access button.

We highly recommend that you have to save config before click on Get Access button, this will help you avoid making the consumer key error.  


 

Connection Status will be transferred from not connected to connected with all the information like the picture below.   

 


Synchronization Settings

Admins are able to decide whether to synchronize data in Synchronization Settings tab: Account, Campaign, Contact, Lead, Product, Order. In addition, admins can choose the way to synchronize data either Real-time or Cron Job. Admins can click on Sync All Data Now button to add all data to Queue. 



Finally, hit Save Config, your data configuration is ready to use. 

 

Data Integration 

Field Mapping

To 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, following Store > Field mapping > Add mapping


 

Fill in mapping information:

  • Select type: select Account/contact/campaign/lead/product/order.
  • Magento field: select from the drop-down list
  • Salesforce field: select from the drop-down list
  • Description: describe mapping
  • Status: chose Enable/Disable

Remember to click Save Mapping to store information.

Synchronization Progress 

If the App mode is Cron Job, Queue page is the place which the created, updated data is stored in and are waiting to be synced. If you wish to sync data right away, you can press Sync Now button. 

Note that synchronizing will take some time, the length of time depends on the size of data.  


 

When the process is done, go to Salesforce Integration > View Report to check what is synced in the grid.

  • If the data is synced right, the Status will be success and the Message will be "OK"
  • If there's a problem during syncing process, the Status will be error and the Message tab will show the error message like the record below. 

Moreover, admin can easily check the synchronization with View Request Daily button and View On Salesforce button. 

 

 

Navigate to Salesforce Integration > Request Daily Report, admins can easily follow their synchronization status.  

 


Main functions

1. Allows synchronizing and updating a specific or all Customers from Magento 2 store into Salesforce CRM Leads, Contacts, Accounts both manually and automatically 

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 both manually and automatically. Especially, this extension creates Salesforce Integration tab for each customer information that allows admins to easily synchronize a specific customer.   

Magento 2 Dashboard 


 

 

Salesforce Leads

 

 

Salesforce Contacts


 

Salesforce Accounts

 

 

2. Allows synchronizing a specific or all Orders from Magento 2 store into Salesforce CRM Orders both manually and automatically 

Whenever a customer places an order, the information will be synced in Salesforce's Orders.  

 

Magento 2 Orders Data


 

 

Salesforce Order Information

 

 

3. Allows synchronizing and updating Promotions from Magento 2 store into Salesforce CRM Campaigns both manually and automatically 

When store owners launch a new promotion or update an existing one, the corresponding campaign will be added into Salesforce.

Note that if you change the rule name when updating the campaign, it will create another one in Salesforce.   

 

Magento 2 Catalog Price Rule

 

 

Salesforce Campaigns


 

4. Allows synchronizing and updating a specific or all Products from Magento 2 store into Salesforce CRM Products both manually and automatically 

When a new product is added or an existing one is edited, a record with their price will be added into Salesforce's Products

 

Magento Catalog


 

 

Salesforce Products



Whenever a product is updated in Magento 2 store, it will be updated from Salesforce catalog as well.

 

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

 

Support


  • We will reply to support requests after 2 business days.
  • We will offer life time free update and 6 months free support for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well in your site exactly like our demo.
  • Support DOES NOT include other series such as customizing our products, installation and uninstallation service.

 

 

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.

Magenest

 

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