Introduction to Magento Salesforce CRM Integration Extension

Magento Salesforce CRM Integration, taking advantage of Salesforce's API v34.0, is a powerful tool that help store-owners to synchronize data automatically between Magento site and Salesforce CRM.

Features

Allows synchronizing and updating Customers from Magento store into Salesforce CRM Leads, Contacts, Accounts
Allows synchronizing Orders from Magento store into Salesforce CRM Orders
Allows synchronizing Promotions from Magento store into Salesforce CRM Campaigns
Allows synchronizing and updating Products from Magento store into Salesforce CRM Products
Allows synchronizing Product Categories from Magento store into Salesforce CRM Price Book
Allows creating Custom Fields in and synchronizing Custom Invoices from Magento store into Salesforce CRM Custom Invoices
Allows synchronizing Custom Invoice Items
Allows creating Custom Fields in, synchronizing and updating Custom Customers from Magento store into Salesforce CRM Custom Customers
Allows creating Custom Fields in, synchronizing and updating automatically Custom Products from Magento store into Salesforce CRM Custom Products
Allows deleting customer and product's records in Magento once they are auto deleted in Salesforce CRM Leads, Contacts, Accounts, Custom Customer and Custom Product
Allows admins to select conditions to transfer old data from Magento store into Salesforce CRM
Reports about synchronizing old data
Supports mapping smartly and manually between Magento attributes and Salesforce fields or custom fields
Allows admins define the mapping fields in backend with ease
Admin can view the log to see what is synchronized between two apps

System Requirement

Your store should be running on Magento Community Edition version 1.8.x or 1.9.x.

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

Enterprise Edition ( API default)
Unlimited Edition ( API default)
Developer Edition ( API default)
Performance Edition ( API default)
Professional Edition ( API purchase separately)

The API package is not available if you use any other edition that's not listed above. See more here: https://help.salesforce.com/HTViewSolution?id=000005140&language=en_US

For more information of the extension: http://store.magenest.com/magento-extensions/salesforce-crm-integration.html

Installation

Turn off Compilation mode

If compilation mode in your Magento is enabled in your Magento store, you have to turn it off, otherwise your store and admin site would be inaccessible after installing the extension.
To disable Magento Compilation, go to System–>Tools–>Compilation.
Also, make sure you have backed up your Magento files and databases in case things go rogue.

Turn on cache

It is highly recommended that your configuration cache is turned on to prevent early installation, as it could be a reason for errors.
Go to System –> Cache Management

Switch Action to Enable and hit Submit.

Perform the Installation

After successful purchase, we will provide you with the extension's zip file. Unzip the extension into a directory of your choice
We recommend using FileZilla for uploading the files. Enter your store's Host IP, User name and Password, then hit Quickconnect

To quickly install the extension, navigate both your local and remote site to app, right click on it in your local site and hit Upload

Post-installation

You should refresh Magento's cache to provide Magento with the ability to register a new extension.
To prevent an “Access Denied” error, you have to re-enter to the backend. Log in with a full administrator account to get the new permissions.
Now you should check whether your website and your new module works as expected.

Configuration

Creating a new connected app

Sign in Salesforce CRM and go to Set up option in dashboard.

* In your Salesforce Dashboard, go to **Built / Create / Apps**. Press **New** button in **Connected App** to create a new connected app

Enter information in the required fields:

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: see example: https://yourwebsite/RestTest/oauth/_callback
Selected OAuth Scopes : select Full Access option and click Add button
Hit Save button when you are done

After finish, the connected app will displayed like this

Get Consumer Key (Client ID) and Consumer Secret (Client Secret) by connected app

In order to get Security Token, go to My Setting / Personal / Reset My Security Token

Press Reset Security Token button, the security token will send to your email

Set up the Salesforce account to integrate with Magento

First, log in backend Magento

Go to System → Configuration → Salesforce intergration setting
Username: Your Salesforce login email
Password: Your Salesforce password
Client ID: 'Consumer Key' search in Setup →Create →App →Connected Apps in Salesforce.
Client Secret: 'Consumer Secret' search in Setup →Create →App →Connected Appsin Salesforce.
Security token : Receive via email register. Get from My Settings → Personal → Reset My Security Token

Hit Save config, your data configuration is ready to use

Data Integration Settings

You can choose which data you want to sync from Magento to Salesforce
Click on Salesforce Integration tab –> Field Mapping

You can edit, export to CSV, change status or delete mappings.

To add new mapping, Click on Add, Add New Mapping window will be immediately loaded

Select Table: select table for new mapping

Salesforce field: choose Salesforce field

Magento field: Magento field's name

Status: default status is Active
Description: Description for this new mapping

When done, hit Save, your mapping will be included in the next sync.

Basic Functions

1. When a new account is registered in Magento store, a new Lead record will be synced in Salesforce

A new customer has successfully registered a new account

A new record in Leads was created

2. When a customer edits his account, his information will be synced in Saleforce's Contacts

A customer has successfully edited his address info

A record has been added to Contacts

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

An order has been placed

A record has been added to Accounts

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

A new promotion has been appied successfully by store admin

A record has been added to Campaigns

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

A new product is added by store admin

A record has been added to Products

Advanced Functions with Custom Objects

Custom Objects

Custom Objects is a stand-out feature of SalesforceCRM, since it allows store admins and developers to create unique tables with fields of their favor.
in Magento, we have developed 3 Custom Tables: Custom Customer, Custom Products and Invoices(Since Salesforce doesn't support an Invoice table by default) and a minitable called ItemInvoice to give the admin a closer look at the products invoiced. Now what you need to do to make use of these tables is making some Custom Objects with the following steps:

Creating a Custom Object

In Magento admin site, go to SalesforceCRM Integration –> Configuration and scroll down, you will see some options in Sync Custom Table.

Sync Custom Customer: this sync option is on by default.
Custom Customer Table: this is the API Name of the Custom Table in Salesforce.
Unique field of Custom Customer Table: this is the API Name of an unique field in Custom Customer Table.

The other 2 tables' options have the same function as above. To add a new Custom Object, go to Setup. In the Build console, expand Create and click on Objects, the Custom Objects window will popup. Click on New Custom Object to get started.

Fill in the following fields

Label: Name of your Custom Object
Plural Label: Name of your Custom Object in plural form
Object Name: This name will be auto-filled once Label is filled
Description: Describe your Custom Object

Record Name and Data Type: This will also be auto-filled.
Hit Save when done, your new Custom Object is now successfully created.

Creating a Custom Field

To add or edit custom fields, go to Setup. In the Build console, expand Create and click on Objects, the Custom Objects window will popup.

Click on the table that you want to edit, in here we will take Custom Customer for instance, add click on New to start adding new field.

You will see a long list of options for your new field, choose one of your need, then click on Next.

Next, you need to fill in a few details for your new Custom Field

Field Label: Name for your new Custom Field.
Field Name: This will be auto-filled after you filled in Field Label.
Description: more detail description about the field.
Help Text: this text will appear when user hover mouse on the field's icon.
Hit Next to continue, you will see a list of checkboxes for security purpose, leave them and move on.
When done, hit Save. Your field is successfully created.

Configuring for Custom Tables

Things get a bit more tricky when it comes to this part, as you have to create an unique field for each table. In here we have created a Custom Customer Table with the default API name CustomCustomerc and an unique field Emailc.

When you are done with creating, go to Salesforce's Configuration Site in Magento and fill in the needed information.

One small remind, you also have to create a table called InvoiceItem with the following config

One last step, in Magento, hit SalesforceCRM Integration –> Retrieve Field, your new Custom Table and fields are ready to use

Custom Tables Syncing

When a new account is registered or an existing one is edited, a new record will be added into Custom Customer

a new customer has successfully registered an account

a new record is added in Custom Customer

When a new product is added or existing one is edited, a new record will be added into Custom Products

a new product is added successfully

a new record is synced in Custom Products

When a new invoice is sent by store admin, a new record is added in Salesforce's Invoices and Invoice Item

a new invoice is sent by admin

In Salesforce's Invoices

In Salesforce's Invoice Item

When a product is deleted from Magento, it will also be deleted from Salesforce's Products and Custom Products

When a customer is deleted from Magento, it will also be deleted from Salesforce's Accounts, Leads, Contacts and Custom Customers

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