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Salesforce Sales Cloud CRM Integration
M2

TOTAL:
$0.00

Compatibility

Magento Platform
Open Source (CE)
2.0, 2.1, 2.2, 2.3
Commerce using on prem (EE)
2.1, 2.2, 2.3
Commerce on Cloud (ECE)
2.3

Tech Specifications

Seller:
Integrator:
Current Version:
2.6.16
Type:
Stable Build
Updated:
04 April, 2020
Categories:
Extensions, Marketing, CRM
License Type:
Policy:

Overview

A free Magento and Salesforce integration solution that offers an easy way to synchronize Magento 2 customers with Salesforce CRM.

Overview

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Today, over 100,000 of the world's most innovative companies - large, medium and small - use Salesforce CRM to close bigger deals faster. It is considered the world's #1 CRM platform in the world. Salesforce Sales Cloud CRM is used by both B2C and B2B merchants and is an effective tool for your business to collaborate, mobilize, and grow revenue.

With Salesforce Sales Cloud integration, you eliminate unnecessary data entry saving you and your business time and money. Our solution allows you to automatically synchronize millions of Magento customer records with the Salesforce Force.com platform and capture business-critical customer data without having to rely on a manual data entry.

Taking a step further, if customer data in Magento changes, our solution has the capability to automatically update customer records in Salesforce to make sure the data remains consistent in both systems.

We help businesses save thousands of hours annually and in many cases quarterly which translates to roughly one to three full-time resources per year.

 

Account & Pricing

If you don't have Salesforce Sales Cloud account, you will need to set one up prior to using this extension. Salesforce Sales Cloud does not supply public pricing information.

  

Benefits & Key Features

  • A simple setup which takes minutes
  • Automated customer & customer address synchronization
  • Built with data normalization (duplicate prevention mechanism)
  • Supports real-time synchronization and on-demand synchronization 
  • Integration quality guarantee and access to the support team through an online portal.
  • OpenSource code for you to customize and to fit any unique business processes

 

Looking for More Features? Try Our Paid Version.

Contact us to learn more about the paid version of the integration between Magento and Salesforce. The paid version includes the following features:

  • Magento Catalog synchronization
  • Integration with Salesforce PriceBooks
  • State and Country picklist values support in Salesforce
  • Ability to differentiate between customers and potential customers
  • Multi-website support
  • Support for B2B and B2C customer records
  • Historical data synchronization
  • Abandoned carts & potential sales
  • Flexible mappings allowing you to control what data is sent from Magento into Salesforce
  • Bi-directional synchronization
  • Scheduled and real-time synchronization flexibility
  • Additional tools geared towards multi-thousand record synchronization and fast manipulation
  • The smart logic to help with data normalization and data de-duplication
  • Ability to manage customer subscription status and integration with Salesforce Campaigns
  • Multi-currency support
  • Ability to capture invoices, shipments and tracking numbers in Salesforce
  • Ability to control the system of record for data at the field level

If that is not enough, tell us about your business model and process and we can help you bridge the gap between both platforms while supporting your custom flows and any custom solutions you may have in place. 

Release Notes

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2.6.16:

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

    * Added support for Magento 2.3.3.
    * A more granular synchronization process with an architecture that allows merchants to handle interruption of service (especially if issues happen midway through the synchronization process because the process can pick up where it left off rather than manually restarting the transaction).
    * The new configuration allows you to specify the Lead behavior upon conversion.
    * Ability to test the Salesforce connection without needing to save the configuration first.
    * Several UX improvements to the Synchronization Queue.
    * Exposed additional timestamps in the Magento Admin panel for various CRON jobs related to the integration.
    * Salesforce API version for bulk processing now automatically extracted from the WSDL file.
    * Ability to set integration mappings unique to each website in the Magento platform.
    * Migrated installation scripts to use to the declarative schema.
    * Exposed product options as an available mapping item.
    * Added major optimizations for the dependency builder logic (which prepares records before they synchronize with Salesforce).
    * Overhauled bulk sync process that allows the system to detect record changes for upstream dependencies (eg. customer sync during the order synchronization process).
    * Synchronization is skipped if no changes are found, accelerating the sync process by 30-40% on average (The optimization was applied to the following objects: Website and Customers).
    * Added additional caching for object mappings to further accelerate the sync process.
    * Rebuilt Add to Queue flow better supports large-volume transactions.

2.4.20:

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

    Code optimization for the paid version and further performance enhancements

2.3.10:

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

    Updated to use the latest version of the marketing extension

2.3.9:

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

    Updated marketing extension

2.3.8:

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

    * UX improvements for first-time users, added documentation links to the configuration page to ease the on-boarding process.
    * Added the ability to filter out one or multiple order statuses from the synchronization process.

2.3.5:

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

    Code optimization and a few bug fixes

2.3.1:

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

    Magento 2.2 support

2.0.0:

  • Compatible with Open Source (CE) : 2.0 2.1
  • Stability: Stable Build
  • Description:

    * Syncronize Magento customers with Salesforce CRM
    * Real-time synchronization capability

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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