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 at [email protected]
By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/20
Magento 2 Salesforce Integration allows the store owner to sync all data from Magento 2 store to the Salesforce CRM system.
Your store should be running on Magento Edition version 2.0.x, 2.1.x., 2.2.x, 2.3.x, and 2.4.x
Magenest Salesforce CRM Version 3.4.1
Compatibility: Magento 2.3.x, 2.4.x (Open source, Commerce)
Compatible with Magento 2.4.6
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/.
The output will look like the below, you will use the Consumer Key and Consumer Secret for the configuration.
Setup and Authentication Salesforce CRM account will allow integrating Magento 2 store with your Salesforce CRM account.
On the Admin sidebar, go to Salesforce Integration > Configuration
Please Save the config before clicking on the Get Access button to avoid getting a consumer key error.
Admin will be redirected to the verification page:
Waitting some minutes to complete the process and recheck all features of our module.
In order to synchronize data fields from the Magento 2 store to your Salesforce CRM account accurately, you need to create the mapping for these fields first.
Note: For Subscriber data, you don't need to create field mapping.
Salesforce has field-level security that allows admin to restrict field access to certain users. You can click here for more info. Therefore, when you create field mapping, there would be some fields in Salesforce that don't show up in the backend. In this case, you have to go to Salesforce to invoke permission for these fields.
You are able to synchronize data in the Synchronization Settings tab: Account, Campaign, Opportunity, Contact, Lead, Product, Order, Subscriber.
In each tab, when you Enable (Yes), the Sync Mode will show up, you can choose the way to synchronize data either Auto-Sync (Real-time) or Add to Queue (Cron Job).
̣ Click Sync All <Data> Now to add all records of the selected data type to the queue.
Unique Field:
In Queue Page, you can choose the Actions > Delete to delete the data you don't want to sync. Then click on the Sync Now button to sync the data immediately to Salesforce.
Note that synchronizing will take time, which depends on the size of the data.
When the synchronization process finished, you can go to Salesforce Integration > View Report to see the synchronized list.
In addition, you can easily check the synchronization with the View Request Daily button and View On Salesforce button.
Navigate to Salesforce Integration > Request Daily Report, you can easily follow the synchronization status.
Allow synchronizing and updating a specific or all Products from Magento 2 store into Salesforce CRM Products
When a new product is added or an existing one is edited, a record with its price will be added into Salesforce's Products.
Magento Catalog:
Add mass action Add products to Salesforce Queue on Product Listing page:
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. Especially, this extension creates a Salesforce Integration tab for each customer information that allows you to easily synchronize a specific customer.
Magento 2 Dashboard:
Mass action Add customer Salesforce Queue on the Customers Listing page
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:
Mass action Add Order to Salesforce Queue on the Order Listing page:
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:
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 | |
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.