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Created: 05/05/2017 | 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.
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 Zoho 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:
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.
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:
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 Contact Field Mapping button to save setting mapping.
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 add data from Salesforce CRM account to Queue tab.
In Queue tab, admins can preview, delete any items in 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.
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.
Allows synchronizing and updating a specific or all Products from Magento 2 store into Salesforce CRM Products and vice versa.
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.
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.
Magento 2 Dashboard
Salesforce Leads
Salesforce Contacts
Salesforce Accounts
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
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.