Salesforce CRM Integration

Salesforce CRM Integration
M2

TOTAL:
$300.00
Compatible With: Community 2.1

Tech Specifications

Seller:
Integrator:
Current Version:
2.0.0
Type:
Stable Build
Updated:
04 July, 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

Back to top

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 this extension, you need to register for a Salesforce account here. Additional fees apply. The price for using Salesforce starts at $25/month. Visit the pricing page 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.

Exclusive features

Integrating Salesforce CRM with Magento 2 E-commerce makes customer relationship management easier.
- Allows synchronizing and updating Customer Data from Magento 2 store into Salesforce CRM Leads, Contacts, Accounts.
- Allows synchronizing Order Data from Magento 2 store into Salesforce CRM Orders.
- Allows synchronizing Promotion Data from Magento 2 store into Salesforce CRM Campaigns.
- Allows synchronizing and updating Product Data from Magento 2 store into Salesforce CRM Products.
- Allows synchronizing Product Categories Data from Magento 2 store into Salesforce CRM Price Book.
- (New) Sync data objects (account, contact, lead, order, product) from Magento 2 to Salesforce CRM individually
- Set up different syncing methods, including live sync, interval sync and manual sync.
- Support smart field mapping and manual field mapping to ensure data is consistent between the two platforms.
- Allows admins to define the mapping fields between Magento 2 and Salesforce CRM in backend with ease.
- Admin can view syncing history to see what is synchronized between two apps.

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

Back to top

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

Back to top
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

Back to top

Reviews

Back to top