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Thank you for purchasing my plugin. If you have any questions that are beyond the scope of this help file, please feel free to email via my user page contact form here. Thanks so much!

Created: 01/10/2017 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/97

Introducing to Woocommerce Salesforce integration

The Woocommerce Salesforce integration Plugin is an indispensable tool to help you synchronize data instantly between Woocommerce and Salesforce. The plugin allows to synchronize register customers in Woocommerce to Lead in Salesforce, order in Woocommerce to Account and Contact in Salesforce.

Features:

Synchronize Register Customer in Woocommerce to Lead in Salesforce
Synchronize Order in Woocommerce to Account in Salesforce
Synchronize Order in Woocommerce to Contact in Salesforce
Synchronize Order Products in Woocommerce to Products in Salesforce
Synchronize Order in Woocommerce to Order in Salesforce
Choose Equeue Sync or Auto Sync
Report Sync data between Woocomerce and Salesforce.

The plugin page: https://store.magenest.com/woocommerce-plugins/woocommerce-salesforce-crm-integration.html

The live demo:http://mysaleforce.demo.izysync.com

Configuration

Creat a connected app to get keys and token

Sign in Salesforce CRM and go to Set up option in dashboard.

Documentation > Woocommerce Salesforce CRM Integration > 1.png

In your Salesforce Dashboard, go to Platform tools > App manager.

Press New Connected App button in Connected App to creat a new connected app

Documentation > Woocommerce Salesforce CRM Integration > 2.png

Then enter information in the required fields:

Connected App Name: Enter the name for your connected app. Example: woocommerce_salesforce_integration
API Name: data from this field is auto synced from Connected App Name
Contact Email: fill your Salesforce email
Check Enable OAuth Settings box
Fill Callback URL: Fill like example: https://yourwebsite/RestTest/oauth/_callback
Selected OAuth Scopes : select Full Acess option and click Add button

Click Save button

After finish, your connected app will displayed like this:

Documentation > Woocommerce Salesforce CRM Integration > 3.png

You will get your client ID and cilent serect key from here.

Now, go to Settings

Documentation > Woocommerce Salesforce CRM Integration > 4.png

Go to My Personal Information > Reset My Security Token choose Reset Security Token button.

Documentation > Woocommerce Salesforce CRM Integration > 5.png

mail:

Documentation > Woocommerce Salesforce CRM Integration > 6.png

Set up the Salesforce account to integrate with Woocommerce

You can access configuration page by clicking Settings of Woocommerce, then click Salesforce integration tab

Documentation > Woocommerce Salesforce CRM Integration > 7.png

Client ID: Enter your consumer Key of Connected App
Client Secret: Enter your consumer Secret of Connected App
Username: Enter your username of your salesforce account
Password: Enter your password of your salesforce account
Security Token:Enter your security token from your email
Sync Salesforce: Choose Add to Queue or Auto Sync
Click Save changes button.

Example of usages

1. Customer register

Documentation > Woocommerce Salesforce CRM Integration > 8.png

Documentation > Woocommerce Salesforce CRM Integration > 9.png

Sync lead data from register:

- in dashboard admin

Documentation > Woocommerce Salesforce CRM Integration > 10.png

when admin press SYNC button:

Documentation > Woocommerce Salesforce CRM Integration > 11.png

2. When customer buy product

Documentation > Woocommerce Salesforce CRM Integration > 12.png

Dashboard admin:

Documentation > Woocommerce Salesforce CRM Integration > 13.png

when admin press SYNC button, Salesforce:

order:

Documentation > Woocommerce Salesforce CRM Integration > 14.png

order product:

Documentation > Woocommerce Salesforce CRM Integration > 15.png

3. Report Sync data

Documentation > Woocommerce Salesforce CRM Integration > 16.png

Summary

Once again, thank you so much for purchasing this plugin. As I said at the beginning, I'd be glad to help you if you have any questions relating to this plugin. No guarantees, but I'll do my best to assist. If you have a more general question relating to the plugin on Codecanyon, you might consider visiting the forums and asking your question in the “Item Discussion” section.

If you have want the further features that is not supported in current version, do not hesitate to contact us.