Magento Salesforce CRM Integration, taking advantage of Salesforce's API v34.0, is a powerful tool that help store-owners to synchronize data automatically from Magento site to Salesforce CRM.
Your store should be running on Magento Community Edition version 1.8.x or 1.9.x and Enterprise Edition version 1.13.x or 1.14.x.
Note: 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. See more here: https://help.salesforce.com/HTViewSolution?id=000005140&language=en_US
(Go to the playlist link to view more: https://www.youtube.com/playlist?list=PLOgckfH7zlZtqLHy0328zpK3LFrZts687 )
Creating a new connected app
In your Salesforce Dashboard, go to **Built / Create / Apps**. Press **New** button in **Connected App** to create a new connected app.
Get Consumer Key (Client ID) and Consumer Secret (Client Secret) by connected app
Press Reset Security Token button, the security token will send to your email
Set up the Salesforce account to integrate with Magento
Hit Save config, your data configuration is ready to use
When done, hit Save, your mapping will be included in the next sync.
1. When a new account is registered in Magento store, a new Lead record will be synced in Salesforce
2. When a customer edits his account, his information will be synced in Saleforce's Contacts
3. When a customer places an order, his information will be synced in Salesforce's Accounts and Orders
4. When store admin launch a new promotion, a corresponding new campaign will be added in to Salesforce
5. When a new product is added or an existing one is edited, a record will be added in Salesforce's Products
Creating a Custom Object
Creating a Custom Field
Configuring for Custom Tables
When a new account is registered or an existing one is edited, a new record will be added into Custom Customer
When a new product is added or existing one is edited, a new record will be added into Custom Products
When a new invoice is sent by store admin, a new record is added in Salesforce's Invoices and 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
The fields in Red are hard-code.
The other fields can be defined in field mapping.
Magento Customer | SalesForce Contact |
ID | |
Created At | |
Updated At | |
is Active | |
Created in | |
Prefix | |
First name | First name |
Last name | Last name |
Middle name | |
Tax/VAT number | |
Gender | |
Date of Birth | |
Billing First Name | |
Billing Middle Name | |
Billing Last Name | |
Billing Company | |
Billing City | |
Billing State/Province | |
Billing Country | |
Billing Zip/Postal Code | |
Billing Telephone | |
Billing Fax | |
Shipping First Name | |
Shipping Middle Name | |
Shipping Last Name | |
Shipping Company | |
Shipping Street | |
Shipping City | |
Shipping State/Province | |
Shipping Country | |
Shipping Zip/Postal Code | |
Shipping Telephone | |
Shipping Fax | |
VAT number |
Magento Customer | SalesForce Account |
ID | |
Name | |
Created At | |
Updated At | |
is Active | |
Created in | |
Prefix | |
First name | |
Last name | |
Middle name | |
Tax/VAT number | |
Gender | |
Date of Birth | |
Billing First Name | |
Billing Middle Name | |
Billing Last Name | |
Billing Company | |
Billing City | |
Billing State/Province | |
Billing Country | |
Billing Zip/Postal Code | |
Billing Telephone | |
Billing Fax | |
Shipping First Name | |
Shipping Middle Name | |
Shipping Last Name | |
Shipping Company | |
Shipping Street | |
Shipping City | |
Shipping State/Province | |
Shipping Country | |
Shipping Zip/Postal Code | |
Shipping Telephone | |
Shipping Fax | |
VAT number |
Magento Customer | SalesForce Lead |
ID | |
Created At | |
Updated At | |
is Active | |
Created in | |
Prefix | |
First name | First name |
Last name | Last name |
Middle name | |
Tax/VAT number | |
Gender | |
Date of Birth | |
Billing First Name | |
Billing Middle Name | |
Billing Last Name | |
Billing Company | "N/A" |
Billing City | |
Billing State/Province | |
Billing Country | |
Billing Zip/Postal Code | |
Billing Telephone | |
Billing Fax | |
Shipping First Name | |
Shipping Middle Name | |
Shipping Last Name | |
Shipping Company | "N/A" |
Shipping Street | |
Shipping City | |
Shipping State/Province | |
Shipping Country | |
Shipping Zip/Postal Code | |
Shipping Telephone | |
Shipping Fax | |
VAT number |
Magento Product | SalesForce Product2 |
Name | Name |
Description | |
is Active | isActive |
Short Description | |
SKU | ProductCode |
Weight | |
Set Product as New from Date | |
Set Product as New to Date | |
Status | |
Country of Manufacture | |
URL Key | |
Price | |
Special Price | |
Special From Date | |
Special To Date | |
Stock Id | |
Qty | |
Min Qty | |
Meta Title | |
Meta Keywords | |
Meta Description | |
Tax Class | |
Base Image | |
Small Image | |
Thumbnail | |
Min Qty | |
Meta Keywords | |
Meta Description |
Magento Campaign | SalesForce Campaign |
Rule ID | |
Name | Name |
Description | |
From Date | |
To Date | |
Active | |
Simple Action(Apply) | |
Discount Amount | |
Enable Discount to Subproducts | |
Subproducts Simple Action(Apply) | |
Subproducts Discount Amount |
Magento | SalesForce Order |
ID | |
State | |
Status | Status |
Coupon Code | |
Coupon Rule Name | |
Increment ID | PoNumber |
Created At | EffectiveDate |
Company | |
Customer First Name | |
Customer Middle Name | |
Customer Last Name | |
Billing First Name | |
Billing Middle Name | |
Billing Last Name | |
Billing Company | |
Billing Street | |
Billing City | |
Billing State/Province | |
Billing Zip/Postal Code | |
Billing Telephone | |
Billing Country | |
Shipping First Name | |
Shipping Middle Name | |
Shipping Last Name | |
Shipping Company | |
Shipping Street | |
Shipping City | |
Shipping State/Province | |
Shipping Zip/Postal Code | |
Shipping Country | |
Shipping Amount | |
Shipping Description | |
Currency Code | |
Total Item Count | |
Store Currency Code | |
Shipping Discount Amount | |
Discount Description | |
Shipping Method | |
Store Name | |
Discount Amount | |
Tax Amount | |
Sub Total | |
Grand Total | |
Remote IP |
Magento Order Item | SalesForce Order Item |
Parent ID | OrderID |
Qty | Quantity |
Price | UnitPrice |
Magento | SalesForce Opportunity |
ID | |
State | |
Status | Prospecting |
Coupon Code | |
Coupon Rule Name | |
Increment ID | Name |
Created At | CloseDate |
Company | |
Customer First Name | |
Customer Middle Name | |
Customer Last Name | |
Billing First Name | |
Billing Middle Name | |
Billing Last Name | |
Billing Company | |
Billing Street | |
Billing City | |
Billing State/Province | |
Billing Zip/Postal Code | |
Billing Telephone | |
Billing Country | |
Shipping First Name | |
Shipping Middle Name | |
Shipping Last Name | |
Shipping Company | |
Shipping Street | |
Shipping City | |
Shipping State/Province | |
Shipping Zip/Postal Code | |
Shipping Country | |
Shipping Amount | |
Shipping Description | |
Currency Code | |
Total Item Count | |
Store Currency Code | |
Shipping Discount Amount | |
Discount Description | |
Shipping Method | |
Store Name | |
Discount Amount | |
Tax Amount | |
Sub Total | |
Grand Total | |
Remote IP |
Magento Opportunity Item | SalesForce Opportunity Item |
Parent ID | OrderID |
Qty | Quantity |
Price | UnitPrice |
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.