This extension provides a flexible way of integrating Magento 2 products, orders and customers, invoices with Salesforce in a simple way.
The extension page: http://store.magenest.com/magento-2-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. |
(Go to the playlist to view more: https://www.youtube.com/playlist?list=PLOgckfH7zlZvSenZklrdkKlmO-qTFGxDm)
Here we will guide you through the installation process of our extension. First off, open FileZilla, log in to your host as follows:
In the above example we switched the local site to the extension directory, and the remote site to the code directory. Now on the remote site window, inside app/code directory, create a folder named Magenest and go inside it. Now on your local site window, right click on Wrapper extension and click Upload. The extension will be uploaded onto your host in a few minutes.
The second method will require you to compress the extension into .zip or .tar.gz format, then execute the following command in your Command Line/Terminal:
scp <path to your extension> <ssh server>:<path to Magenest directory>
Then log into your ssh server, go to Magenest directory and execute the following command to decompress the module:
unzip <.zip compressed extension>
Or
tar -xzvf <.tar.gz compressed extension>
Now go to your Magento root directory, say it's named magento2, and execute the following commands:
sudo chmod -R 755 .
php bin/magento setup:upgrade
php bin/magento setup:static-content:deploy
sudo chmod -R 777 var pub
After running all these, your Command line/Terminal window might look like this:
Finally, you need to flush the cache by either type this into the Command Line/Terminal:
php bin/magento cache:flush
Or go to System > Cache Management and click Flush Magento Cache
Now you can go to your store and check if the extension is working as expected.
- 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 click Save button.
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 2: 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 2 store automatically
Whenever a customer signs up in Magento 2 store, his/her information will be synchronized to Salesforce CRM in Leads
Magento Sign up
Salesforce Leads
2. Automatic update in Salesforce contact when customer edit or update his/her contact in Magento 2 store.
Whenever any customer information is edited or updated in Magento, this information will be synchronize to Salesforce CRM contacts.
Magento 2 Dashboard
Salesforce 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
Magento 2 orders data
Saleforces accounts and order information
4. When customer account is /updateddeleted 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 these functions 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
Magento 2 Catalog Price Rule
Salesforce campaigns
6. Product integration between Magento 2 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
Magento catalog
Salesforce products
Whenever a product is updated or deleted in Magento 2 store, it will be updated or deleted 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.