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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: 05/05/2017 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/20 

 

Introduction

This extension provides a flexible tool for integrating database between Magento 2 store and Salesforce in two-way. 

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

Features

  • Allow synchronizing and updating a specific or all Products from Magento 2 store into Salesforce CRM Products both manually and automatically. 
  • Allow synchronizing Products from Salesforce to Magento 2 store.  
  • Allow synchronizing and updating a specific or all Customers from Magento 2 store into Salesforce CRM Leads, Contacts, Accounts both manually and automatically. 
  • Allow synchronizing Customers from Salesforce to Magento 2 store. 
  • Allow synchronizing a specific or all Orders from Magento 2 store into Salesforce CRM Orders and Opportunity both manually and automatically. 
  • Allow synchronizing and updating Promotions from Magento 2 store into Salesforce CRM Campaigns
  • Support mapping smartly manually between Magento 2 attributes and Salesforce fields
  • 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 checking 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. 

If you are in Lightning Experience, please switch it to Salesforce Classic to easily follow our user guide. Please refer to image below:    

    

 

Your Salesforce CRM account will appear as below. Click on 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.

 

 

Setup and Authentication SalesforceCRM account 

Setup and Authentication Salesforce CRM account will allow integrating Magento 2 store with your Salesforce CRM 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. The integration is successful. Admins can set up bi-directional database synchronization between Magento 2 store and Salesforce CRM account now.   

 

 

How to synchronize data from Magento 2 store to Salesforce CRM account

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. 

Setting Up Field Mapping

In order to synchronize data fields from Magento 2 store to your Salesforce CRM account correctly, you need to create the mapping for these fields first.  

Go to Store > Field Mapping

The module enables a grid table to manage mapping fields between Magento 2 and Salesforce CRM. You can choose which data fields you want to sync from Magento 2 to Salesforce CRM account. 

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: 

  • Type: select data type: Leads, Contacts, Accounts, SalesOrders, Invoices, Products, Campaigns.
  • Description: describe data information 
  • Magento field: select Magento data field from dropdown list which you want to synchronize.  
  • Salesforce field: select Salesforce field from dropdown list which you want to store data in.  
  • Status: select Enabled/Disabled

Remember to click Save Mapping to store information. 

Process Synchronization  

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.  

 

 

How to synchronize data from Salesforce CRM account to Magento 2 store 

Go to Salesforce Integration > Sync Salesforce Data to Magento, the system has created a new tab that manages synchronization from Salesforce to Magento 2 store. Admins need to follow the step in Guideline as below: 

 

Setup Field Mapping 

First, admins need to create field mapping for synchronizing Salesforce Data to Magento 2 store. There are 4 objects that can be synchronized: Contact, Account, Lead, and Product. Click on Update Object X Field Mapping button to save setting mapping for each object. 

 

Sync Data 

After setting up field mapping successfully, admins can select objects you want to sync from checkbox list in Configuration tab. Then click on Get Salesforce Records button to add Salesforce data to Queue tab. 

 

 

In Queue tab, admins can preview, delete any items from the grid. This allows admins can choose whether to synchronize a data in Queue tab. After that click on Sync All Items In Queue button to finish synchronizing from Salesforce to Magento 2 store. 

 

 

Log

Admins can check the result of process synchronization in Log tab. Admins can use Salesforce ID and Magento ID hyperlink to navigate quickly for a specific item.       

 

 

Main functions

  • Allow synchronizing and updating a specific or all Products from Magento 2 store into Salesforce CRM Products and vice versa allow synchronizing Products from Salesforce CRM account to Magento 2 store. 

When a new product is added or an existing one is edited, a record with their price will be added into Salesforce's Products. In addition, when a new product is created in Salesforce CRM account, it can be synchronized to Magento 2 store. 

 

Magento Catalog


 

 

Salesforce Products



  • Allow synchronizing and updating a specific or all Customers from Magento 2 store into Salesforce CRM Leads, Contacts, Accounts and vice versa allow synchronizing Customers from Salesforce CRM account to Magento 2 store. 

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

In addition, when a new customer account is created in Salesforce CRM account, it can also be synchronized to Magento 2 store.   

Magento 2 Dashboard 


 

 

Salesforce Leads

 

 

Salesforce Contacts


 

Salesforce Accounts

 

 

  • Allow synchronizing a specific or all Orders from Magento 2 store into Salesforce CRM Orders and Salesforce Opportunity both manually and automatically 

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

 

Magento 2 Orders Data


 

 

Salesforce Order Information

 


Opportunity



 

  • Allow 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


 

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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