Salesforce Connector

Salesforce Connector
M2

TOTAL:
$399.00
Compatible With: Community 2.1

Tech Specifications

Integrator:
Current Version:
2.0.0
Type:
Stable Build
Updated:
28 August, 2017
Categories:
Extensions, Marketing, CRM
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 Safari Mac: 7, 7.1, 8, 9 IE Windows: 10, 11, 8, 9
License Type:

Overview

Salesforce Connector module allows you to integrate Magento 2 store with Salesforce CRM.

Other Extensions by WebKul SoftWare Private Limited

Overview

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Salesforce is the world's leading CRM platform that provides Cloud-based solutions to businesses. It offers a complete integrated solution for managing all the interactions with customers and prospects.

Salesforce Connector module allows you to integrate your Magento 2 store with Salesforce CRM. The store owner can export information about categories, products, customers, orders, and "contact us" leads from Magento 2 to Salesforce CRM. Salesforce Connector does the real-time synchronization between Magento 2 and Salesforce CRM.

Use Case of Salesforce Connector -

With the help of this extension, the store owner can transfer customer information from Magento 2 store to Salesforce CRM. Manually adding and updating entries on both the ends is very difficult and time-consuming. As there are hundreds of customers data stored in the Magento 2 store. Salesforce Connector lets the store owner update this data from its store to CRM software. 

Note - You must have a Salesforce account to do the integration with your store. A Salesforce Global App I.E. “eShopSync for Magento2” must also be added to the Salesforce Account. To view the pricing details of various Salesforce services, click here.

Features of Salesforce Connector -

  • Real-time synchronization between Magento 2 store and Salesforce CRM.
  • Auto-synchronization of orders, contact us leads, categories, products, and customers.
  • View sync status of categories and products.
  • Update categories, products, orders, customers to CRM.
  • View Salesforce lead mapping form with Salesforce lead ID. 
  • Export mapping information using CSV files. 
  • Auto-updates new order, products, or customers to Salesforce CRM.
  • Reset all mapping data from store back-end.

Workflow of Salesforce Connector -

After the module installation, the admin needs to go to Stores>Configuration>Webkul>Salesforce Connector. Then, enter the API credentials, select default pricebook and folder. Configure auto-synchronization options and upload WSDL file.

Now, the admin can go to Salesforce Connector>Categories and click Export All Categories. All the categories information will be created in the CRM.

To sync products, go to Salesforce Connector>Product and click Export All Products. It will export product name, image, description, categories, and sku to Salesforce CRM.

To sync customer data, go to Salesforce Connector>Account and click Synchronize All Customer and Addresses.

To sync order, go to Sales>Orders and go to Actions and select Sync at Salesforce.

The Contact Us queries information will export to Salesforce Leads automatically.

Benefits of Salesforce Connector -

Salesforce Connector enables the store owner to connect Magento 2 store with the Salesforce CRM platform. When any new customer signs up to the store, the information is automatically updated on Salesforce CRM. If a customer places an order in the store,the information is updated on Salesforce CRM also.

Release Notes

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2.0.0:

  • Compatible with CE: 2.1
  • Stability: Stable Build
  • Description:

    + Admin can synchronize all products to salesforce.
    + Admin can synchronize all categories to salseforce.
    + Admin can synchronize all customer and addresses to salseforce.
    + Admin can synchronize all previously created order.
    + Real time synchronization of order when an order place.
    + Real time synchronization of contact us person detail .
    + Real time synchronization of product on creation of new product or edit a product.
    + Real time synchronization of categories on creation of new categories or edit a categories.
    + Real time synchronization of contact us person detail.
    + Admin can delete all the synchronization.
    + Admin can handle all the real time synchronization from configuration.
    + Admin can upload his own wsdl file for api call.

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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