Salesforce connector syncs the products, categories, customers, orders, and contact us (leads) information from Magento store to Salesforce CRM.
OverviewBack to top
Salesforce provides cloud-based CRM software solutions for sales, service, marketing, and analytics. Salesforce helps in building and managing interactions with the customers and prospects.
Salesforce Connector extension integrates and connects the Magento store with Salesforce CRM platform. It synchronizes all the products, categories, customers, orders, and contact us (leads) information from Magento store to Salesforce CRM platform. Salesforce connector does the real-time mapping of data from Magento to Salesforce.
Please Note -
You need to have an account with Salesforce for using this extension, please click here to create a new account.
To view the pricing details about various services, click here.
Also, you need to install an app 'eShopSync for Magento' in your Salesforce account.
Use Case of Salesforce Connector :
Because manually adding, managing, and updating all the entries on both the platforms is very tedious and time-consuming. Salesforce Connector allows the store owner to do the mapping of products, categories, customers, orders, and contact us (leads) information. Salesforce Connector will integrate, connect, and communicate your Magento store with Salesforce CRM platform.
Features of Salesforce Connector :
The extension can process a bulk amount of data from Magento to Salesforce.
Able to sync all product types such as simple, grouped, configurable, bundle, virtual, downloadable.
Real-time synchronization for contact us as leads, customers, categories, products, and orders.
Allows you to accumulate guest user check out details on Salesforce CRM.
Sync Magneto orders to Salesforce orders for shipment and tax details.
Sync categories and products to Salesforce as custom categories and products respectively.
Sync Magento contact us as leads and customers as accounts and contacts with Salesforce.
The admin can select the default folder for saving images of categories and products at Salesforce end.
The admin can select default price book for product pricing based on selected price book.
Workflow of Salesforce Connector :
After the module installation, the admin needs to configure the Salesforce Connector extension by going to System>Configuration>Salesforce Connector. Then, the admin will enter the Salesforce account information, select default price book and default folder for synchronization.
After that, the admin will configure the auto-synchronization options for orders, contact us (leads), category, product, customer and then, upload WSDL file. The admin can also enable the guest check out details and enter the account ID.
Now, the admin can go to Salesforce Connector>Customers and click 'Synchronize All Customers and Contacts' to sync all existing customer data from Magento to Salesforce.
To sync categories, go to Salesforce Connector>Categories and click 'Export All Categories' and all the existing categories will be mapped on Salesforce.
To sync products, go to Salesforce Connector>Products and click 'Export All Products' and all the existing products will be created on the Salesforce.
To sync orders, go to Salesforce Connector>Orders and click 'Export All Orders', all the order information will now be visible in the Salesforce.
To sync contact us (leads), go to Salesforce Connector>Sync Contact Us (Leads) and all the contact our data will be now visible in the Salesforce leads section.
Benefits of Salesforce Connector :
Salesforce connector integrates the two complex platforms and transfers the information about the products, categories, orders, and contact us (leads) from Magento to Salesforce CRM. With one click of a button, all the record entries are mapped and synchronized on the Salesforce easily. It also allows you to do real-time synchronization of data from Magento to Salesforce.
Demo - You can check the live demo here.
Release NotesBack to top
- Compatible with CE: 1.6 1.6.1 18.104.22.168 1.7 1.8 1.8.1 1.9 1.9.1 1.9.2 1.9.3
- Stability: Stable Build
-------------------------------- Version 1.0.1 ---------------------------------------
- Fixed bugs of exporting categories, products, accounts and orders
+ Order synchronisation for guest users.
+ Error message for every failed item export.
+ Admin can upload its own .xml file.
+ Code Standardised.
+ Contacts are viewed based on accounts.
-------------------------------- Version 1.0.0 --------------------------------------
+ Export magento categories.
+ Export magento products.
+ Export magento accounts.
+ Export magento contacts.
+ Export magento leads.