Introduction

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

The extension page: http://store.magenest.com/magento-extensions/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

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

Video Tutorial Playlist

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

 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 module 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.

Now, using your Command line/Terminal, log into your ssh server, go to your Magento root directory, say it's named magento2, and execute the following commands:

cd ..

sudo chmod -R 777 magento2

cd magento2

php bin/magento setup:upgrade

sudo chmod -R 777 var pub

After running all these, your Command line/Terminal window might look like this:

Afterwards, go to your backend site, go to System > Cache Management and flush all caches

Now you can go to your store and check if the extension is working as expected. We are sure it is!

Configuration

Get consumer key and consumer secret by connected app

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:                                                                                                                                                                                                                                           

• 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

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

Data Integration setting

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: 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.

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 any customer information is edited or updated in Magento, this information will be synchronize to Salesforce CRM contacts.

3. Automatic integration from Magento Orders to Salesforce Accounts and Orders

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

• Magento orders data:

• Saleforces accounts and order information:

4. When customer account is /updateddeleted in Magento 2 store, the information will be updated/deleted in Salesforce.

Whenever customer account is updated/deleted in Magento 2 store, the information will be updated/deleted in Salesforce in Leads, Accounts and Contacts if you enable these functions in Configuration.

5. Marketing campaign integration between Magento 2 site and Salesforce CRM

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

• Salesforce campaigns:

6. Product integration between Magento 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.

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

• 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

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