Salesforce CRM Integration

Salesforce CRM Integration
M2

TOTAL:
$350.00
Compatible With: Community 2.1, 2.2 Enterprise 2.1, 2.2

Tech Specifications

Seller:
Integrator:
Current Version:
3.0.0
Type:
Stable Build
Updated:
11 November, 2017
Categories:
Extensions, Sales, Marketplace Feeds
Supported Browsers:
Chrome Linux: 44 Mac: 44 Windows: 44 Firefox Linux: 41 Mac: 41 Windows: 41 Opera Linux: 9 Mac: 9 Windows: 9 Safari Linux: 9 Mac: 9 Windows: 9 IE Windows: 11
License Type:
Open Software License 3.0 (OSL-3.0)

Overview

Salesforce CRM Integration for Magento 2 by Magenest, helps to sync customer and product data from your Magento 2 store with Salesforce CRM.

Other Extensions by Magenest

Overview

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Salesforce CRM Integration is an extension which helps to easily link Salesforce and Magento 2. Salesforce is a comprehensive CRM toolkit for medium and large businesses. With this extension, Magento 2 and Salesforce integration will be easy - customers, orders, products and invoices are synced from Magento 2 to Salesforce.

When it comes to CRM, Salesforce is the best platform. Salesforce is a full-featured CRM software for medium and large businesses. 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 CRM software, which helps you access your data in anytime, anywhere, even from mobile devices.

With Salesforce integration for Magento 2, you wil be able to sync data from Magento 2 to Salesforce easily.

To use Magento 2 Salesforce, first, you need to register for a Salesforce account hereThe price for using Salesforce starts from $25/month. Click here for more information.

How to use this extension

  • After you have registered a Salesforce account, connect your Salesforce account to Magento 2 store.
  • Set up field mappings for your store.
  • Sync product and customer-related data from Magento 2 to Salesforce.

Summary of features

Sync product data from Magento 2 to Salesforce

  • 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 from Magento 2 to Salesforce

  • 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 from Magento 2 to Salesforce

  • 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 from Magento 2 to Salesforce

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 on choosing when to sync their data.

Automatic sync

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

Interval syncing (cron job)

  • Instead of live syncing all changes in Magento 2, interval syncing allows data to be put in queue for bulk syncing later.
  • Add data to sync queues for later processing
  • This syncing mode is suitable if merchants have 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 queue

Easily connect Salesforce with Magento

  • Follow three steps to connect Magento 2 with Salesforce
  • Sign up for a Salesforce account and choose a pricing plan
  • Go to the account setting to retrieve all the credentials (API keys) needed
  • Insert the key into Salesforce key data fields
  • Click on Connect
  • You are ready to sync data from Magento to Salesforce

Easily map data fields from Magento  2 to Salesforce

  • Our extension supports a user-friendly mapping interface using drop-down menu. 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 fields to multiple data fields from Magento 2 to Salesforce

  • 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 syncing report from Magento

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

High quality products and services

When purchasing extensions from Magenest, you might enjoy:

  • 100% open-source and customizable software
  • 24/7 support
  • 6 month support

For more information, refer to our:

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

Release Notes

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3.0.0:

  • Compatible with CE: 2.1 2.2
  • Compatible with 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 CE: 2.1
  • Compatible with 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 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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