Salesforce Connector

Salesforce is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.

Salesforce Connector extension allows merchants to automatically synchronize Magento store data with Salesforce Online CRM. It is the next generation extension enhancing the features of e-commerce and CRM, having B2B concepts. Magento online store data is being synchronized with Salesforce in realtime sync for customers, categories, products (all product types), orders (guest & registered), and contact us as Salesforce Leads. The idea behind the concept is to increase data integrity, maintain proper inventory of stock, real-time order generation, provide brilliant customer care services, and much more.

Business Value 

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

Account & Pricing

An additional account is required to use this extension. You need to pay subscription fees to use Salesforce services.

• You must have the Salesforce account to do the integration with your store.
• To view the pricing details of various Salesforce plans, click here.
• Salesforce Global App i.e. “eShopSync for Magento” must also be added to the Salesforce Account.
• Also, to avail Salesforce Lightning experience, you need to register your domain first and minimum requirement of installation is PHP 7.1

Features List

• Acts as a bridge between Magento and Salesforce.
• It gives the concept of the “service-first” approach.
• Guest user concept to store guest checkouts details.
• Connect to Salesforce account using rest Oauth 2.
• Can process the bulk amount of data from Magento to Salesforce.
• Lightning features supported and provide you interactive design with a brilliant user interface.
• Sync all product types as simple, grouped, configurable, bundle, virtual, downloadable.
• Real-time synchronization to contact us as leads, customers, categories, products, and orders.
• Sync Magneto orders to salesforce orders with shipment and tax details.
• Sync Magento categories and products to salesforce as custom categories and products respectively.
• Sync Magento contact us as leads and customers as accounts and contacts to salesforce.
• Admin can select the default folder to store images of categories and products at the Salesforce end.
• Admin can select default price book for product pricing based on selected price book.

How Does The Extension Works?

Real-Time/Automatic Synchronization

After the successful installation of the module, the admin can enable or disable the automatic synchronization from the backend of Magento store for categories, users, orders, products, and contact us. Automated syncing provides all data to get export from Magento to Salesforce CRM automatically for new or updated data.

Manual Synchronization

If the admin set automatic synchronization is disabled, manual synchronization will active. With that, the agent will have control to choose the data which they want to sync with Salesforce org. The agent can export all and certain data from Magento to Salesforce.

Category Mapping

This module will give you an intuitive user-friendly interface that will provide all Salesforce data fields at the Magento store for seamless category mapping. This will allow merchants to map all Magento categories with Salesforce along with the mapping option for price-book(to store product pricing at salesforce end) and category image will sync as file or document. Apart from that, the merchant can synchronize the category manually by exporting all categories to the Salesforce account.

Product Mapping

The merchant can export products automatically from Magento to Salesforce. In case automatic product synchronization is disabled, the merchant can synchronize specified and all products with a single click. Whenever any product gets listed in the product list this will be synced from Magento store to Salesforce. Also, if customers or admin updated their product information into Magento, this will reflect in the Salesforce account. This will sync all product types such as Simple, Grouped, Configurable, Bundle, Virtual, Downloadable.

Customer Mapping

Merchant can synchronize the customer details automatically as well as manually depends on the configuration. Whenever a new account created over the Magento store this will get exported on the Salesforce account. Also, if existing customer updated their information on Magento panel this will get synchronized at Salesforce end.

Order Mapping

If order mapping synchronization is set as automatic then there is no need to do anything, orders will be automatically synchronized from Magento to Salesforce. Else, if auto-order synchronization is disabled then admin can select the orders manually and sync from Magento to Salesforce. So, whenever any order gets placed on the Magento store, the order information such as tax, shipment details, etc. will be synced over the Salesforce end.

Leads Mapping

When automatic Leads Synchronization is enabled then all the Contact Us Queries will be synchronized with the Salesforce leads. Admin can see the contact us details in inform view in a single click on the contact. A mapping table is maintained where the merchant can check which contact is synchronized with which Salesforce ID.

Benefits

For Store Owner

• Enables the store owner to connect the Magento 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.
• So without any trouble, the merchant can manage Magento customer's information and track sales from Salesforce backend itself this will raise business profit as well as customer satisfaction.

For Customers

• Better client relationship management across channels.
• Up to date information synchronized from the online store to the CRM platform.
• Enhances customer service and simplifies sales & marketing processes.

Support Policy

• You get free 3 months of technical support included.
• You can buy 6 or 12 months extended support agreement.
• For issues, please create a ticket or send email to support@webkul.com
• Free lifetime updates of the module.