Thank you for purchasing our extension. If you have any questions that are beyond the scope of this document, do not hesitate to leave us an email via our email address below.
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 Edition version 2.0.x, 2.1.x., 2.2.x
The module works base on using API, so make sure your Salesforce edition had API by checking the using version:
The API package is not available if you use any other edition that's not listed above. |
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
Go to https://ap2.salesforce.com/ and sign in your Salesforce CRM account.
Your Salesforce CRM account will appear as below. On the left menu bar, click on Apps > App Manager, then click on New Connected App on the top right to create a new app.
- Entering information needed:
Click Save button, then Continue to see the newly created app.
The output will look like below, you will use the Consumer Key and Consumer Secret for the configuration.
Click on user icon on the top right, choose Settings. Then on the left menu bar, choose Personal Information > Reset My Security Token.
Click on Reset Security Token button to get a new one.
New security token will be sent to your registered email.
Note that you will need this security token for configuration.
Setup and Authentication Salesforce CRM account will allow integrating Magento 2 store with your Salesforce CRM account.
Log in to back end Magento 2, go to Salesforce Integration > 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. The integration is successful. Admins can set up bi-directional database synchronization between Magento 2 store and Salesforce CRM account now.
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 Salesforce 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.
Allow synchronizing and updating a specific or all Products from Magento 2 store into Salesforce CRM Products and vice versa allow synchronizing Products from Salesforce CRM account to Magento 2 store.
When a new product is added or an existing one is edited, a record with their price will be added into Salesforce's Products. In addition, when a new product is created in Salesforce CRM account, it can be synchronized to Magento 2 store.
Magento Catalog
Salesforce Products
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.
In addition, when a new customer account is created in Salesforce CRM account, it can also be synchronized to Magento 2 store.
Magento 2 Dashboard
Salesforce Leads
Salesforce Contacts
Salesforce Accounts
Whenever a customer places an order, the information will be synced in Salesforce's Orders and Opportunities.
Magento 2 Orders Data
Salesforce Order Information
Opportunity
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.