salesforce-01.jpg

Salesforce CRM Integration
M2

TOTAL:
$349.00

Compatibility

Magento Platform
Open Source (CE)
2.1, 2.2, 2.3
Commerce using on prem (EE)
2.1, 2.2, 2.3

Tech Specifications

Seller:
Integrator:
Current Version:
3.1.0
Type:
Stable Build
Updated:
26 June, 2019
Categories:
Extensions, Sales, Marketplace Feeds
Supported Browsers:
Chrome Linux: 42, 43, 44 Mac: 39, 44 Windows: 39, 40, 42, 43, 44 Firefox Linux: 31, 38, 39, 40, 41 Mac: 31, 38, 39, 40, 41 Windows: 31, 38, 39, 40, 41 Opera Linux: 7, 7.1, 8, 9 Mac: 7, 7.1, 8, 9 Windows: 7, 7.1, 8, 9 Safari Linux: 7, 7.1, 8, 9 Mac: 7, 7.1, 8, 9 Windows: 7, 7.1, 8, 9 Edge Windows: 42 IE Windows: 10, 11, 8, 9
License Type:
Open Software License 3.0 (OSL-3.0)
Policy:

Overview

Automatically export all the information from Magento 2 and access it in Salesforce with Salesforce CRM Integration extension by Magenest.

Other Extensions by Magenest

Overview

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Salesforce is a full-featured CRM software for medium and large businesses and is currently crowned the best CRM platform. Salesforces offers the capability for lead generation, opportunity management, sales forecasting, workflow automation, collaboration tools, and more - all in one, easy-to-use platform. Salesforce is also a cloud-based platform, which helps you access your data anytime, anywhere, even from mobile devices.

With Salesforce CRM Integration for Magento 2, you will be able to sync data from Magento 2 to Salesforce easily in the back-end. Store owners can sync customers, orders, products, and invoices are synced from Magento 2 to Salesforce.

 

Account & Pricing

To use Salesforce CRM Integration for Magento 2, you need an existing Salesforce account, and additional fees are applied. A Salesforce account is not created during the installation of this extension, you can register for one here

The price of this extension does not cover the use of Salesforce CRM. Pricing for using Salesforce starts at $25/month. Click here for more information.

 

Summary of Features

  • Over 100 fields in Magento 2 synchronizable to Salesforce
  • Easy field mapping
  • Sync from one field to multiple other
  • Available synchronization modes: automatic, interval, manual
  • Synchronize product data
  • Synchronize customer data
  • Synchronize order data
  • Synchronize price rule data
  • Easy management with synchronization queue reports
  • Easy setup and configuration

 

Exclusive Features

Sync from Magento 2 to Salesforce

Sync Product Data

  • When customers buy new products or when admins create new products in Magento, products will be synced from Magento 2 to Salesforce
  • When customers update their product info in Magento 2, changes will be reflected in Salesforce CRM

Sync Customer Data 

  • When customer sign up a new account in Magento 2, their info will be synced to Salesforce CRM
  • When customer change their info in Magento 2, their profile will also be updated in Salesforce

Sync Order Data 

  • When customers buy products and place orders in Magento 2, associated data will be synced to Salesforce CRM
  • When order info is edited by customers or merchants in Magento 2, updates will be reflected in Salesforce CRM

Sync Promotion Data

  • When merchants create new catalog price rules campaign to promote their products, promotion info will be synced to Salesforce.
  • Sync individual product, customer, order and promotional campaign data from Magento 2 to Salesforce
  • Besides bulk syncing, merchants also have the choice to sync individual objects from Magento 2 to Salesforce CRM. This gives merchants much more freedom in choosing when to sync their data.

 

Automatic Syncing

Automated syncing allows data to be synced from Magento 2 to Salesforce automatically when there are new or updated data.

 

Interval Syncing (Cronjob)

  • Instead of live-syncing all changes in Magento 2, interval syncing allows data to be put in a queue for bulk syncing later.
  • Add data to sync queues for later processing
  • This syncing mode is suitable if merchants have a high volume of orders and live syncing might affect the load and performance of their server.
  • Set a syncing interval as small as 5 minutes

 

Manual Syncing

  • With manual syncing, merchants will have full control over which data to sync and which will not be synced
  • Merchants can sync all data to Salesforce with one click of a button
  • Manage syncing queues and sync all items in the queue

 

Easily Map Data Fields

  • Our extension supports a user-friendly mapping interface using drop-down menus. Merchants will be able to choose a data field in Magento 2 and a corresponding data field in Salesforce
  • Choose from 100+ data fields in Magento 2
  • Choose from 7 Salesforce modules
  • Choose from 100+ data fields in Salesforce

 

Sync From One Field to Multiple Fields

  • You can save a lot of time by mapping from one field in Magento 2 to multiple data fields in Salesforce
  • When data is synced, they will be synced from one field to multiple fields

 

View Sync Report

  • Merchants can view daily syncing report from Magento 2 to Salesforce
  • See successes and failures during syncing

 

Products & Services

  • 100% open-source and customizable software
  • High-quality
  • Lifetime free update
  • 6-month support

 

Demo & Docs

FRONT-END DEMO | BACK-END DEMO | DOCUMENTATION | SUPPORT PORTAL | VIDEO

Release Notes

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3.1.0:

  • Compatible with Open Source (CE) : 2.1 2.2 2.3
  • Compatible with Commerce using on prem (EE) : 2.1 2.2 2.3
  • Stability: Stable Build
  • Description:

    1. Bugs fixes for cronjob
    2. Show custom attributes of customer, product in the Mapping page
    3. Fix a loop in Order batch request
    4. Show more fields from SalesForce
    5. Update SalesForce API version
    6. Compatible with 2.3, Opensource and Commerce

3.0.3:

  • Compatible with Open Source (CE) : 2.1 2.2
  • Compatible with Commerce using on prem (EE) : 2.1 2.2
  • Stability: Beta Build
  • Description:

    1. Remove field AccountNumber from Account object
    2. Add new ignore type of the mapping field

3.0.1:

  • Compatible with Open Source (CE) : 2.1 2.2
  • Compatible with Commerce using on prem (EE) : 2.1 2.2
  • Stability: Stable Build
  • Description:

    ## [3.0.1] - 2018-01-26
    ### Added
    1. Rework mapping.
    2. Add Item syncing in Opportunity.
    3. Improve mass-action in Data Grids.
    4. Improve mass-import data.
    5. Improve syncing speed.
    7. Fix Campaign syncing.
    6. Fix bugs.

3.0.0:

  • Compatible with Open Source (CE) : 2.1 2.2
  • Compatible with Commerce using on prem (EE) : 2.1 2.2
  • Stability: Stable Build
  • Description:

    ## [3.0.0] - 2017-10-18
    ### Added
    1. Compatible with Magento 2.2

2.0.1:

  • Compatible with Open Source (CE) : 2.1
  • Compatible with Commerce using on prem (EE) : 2.1
  • Stability: Stable Build
  • Description:

    ## [2.0.1] - 2017-07-18
    ### Added
    1. Improve speed, interface.
    2. Add/Update messages when error occurs.
    3. Fix some bugs.

2.0.0:

  • Compatible with Open Source (CE) : 2.1
  • Stability: Stable Build
  • Description:

    ## [2.0.0 ] - [2017-04-26]
    1. Allow synchronizing and updating All Contacts from Magento 2 store into Salesforce.
    2. Allow synchronizing and updating All Leads from Magento 2 store into Salesforce.
    3. Allow synchronizing and updating All Accounts from Magento 2 store into Salesforce.
    4. Allow synchronizing and updating All Products from Magento 2 store into Salesforce.
    5. Allow synchronizing and updating All Orders from Magento 2 store into Salesforce.
    6. Allow synchronizing and updating All Campaigns from Magento 2 store into Salesforce.
    7. Allow synchronizing and updating All Data from Magento 2 store into Salesforce.
    8. Allow seeing sync information and sync a single Customer.
    9. Allow seeing sync information and sync a single Product.
    10. Allow seeing sync information and sync a single Order.
    11. Add queue mode.
    12. Allow choosing auto sync or add to queue sync.
    13. Allow checking report of daily requests.
    14. Allow add all Customers, Products, Orders, Invoices, Credit Memos to Queue.

Support

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The best place to start if you need help with a specific extension is to contact the developer. All Magento developers have both a contact email and a support email listed.

Q & A

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Reviews

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