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
Your store should be running on Magento Community Edition version 2.0.0 and more.
The module works base on using API, so make sure your salesforce edition had API by check the using version:
The API package is not available if you use any other edition that's not listed above. |
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 may cause potential error.
Go to System -> Cache Management
Change Status to Enable and select Submit
3. (Perform the installment)
4. (Post installment)
- 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:
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.
Log in to back end magento: Store > Configuration > salesforce configuration settings
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:
Remember to click Save mapping to store information.
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
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
4. When customer account is deleted 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 this function 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
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
Whenever a product is updated or deleted in Magento 2 store, it will be updated or deleted from Salesforce catalog as well.