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Created: 03/01/2017 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/20
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
Your store should be running on Magento Community Edition version 2.0.x or 2.1.x.
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. |
(Go to the playlist to view more: https://www.youtube.com/playlist?list=PLOgckfH7zlZvSenZklrdkKlmO-qTFGxDm)
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.
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:
Remember to click Save button.
The output will look like below, it will present Consumer Key and Consumer Secret:
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.
Log in to back end Magento 2: Store > Configuration > Magenest > SalesforceCRM Config
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.
After finishing integrating between Salesforce CRM account and Magento 2 store, admin can set up bi-directional database synchronization between Magento 2 store and Salesforce CRM account.
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.
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.
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.
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.
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.
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.