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Magento Salesforce Connector

Magento Salesforce Connector

Magento Salesforce Connector : This module is best known for integrating an e-Commerce platform to Salesforce CRM platform. This connector provides Real time synchronization for Magento store to Salesforce end. With the help of this module, admin can easily sync Categories, Products, Customers, Orders and Contact us(Leads) to Salesforce Org which will help them to track their sales and improve customer services.

Note : Application required to install in Salesforce Org  from appexchnage : eShopSync for Magento

Features

  • Acts as bridge between Magento and Salesforce.
  • It gives the concept of “Service-First” approach .
  • Guest User Concept to store Guest checkouts details.
  • Can process bulk amount of data from Magento to Salesforce.
  • Lightning Features supported and provides you an interactive design with brilliant user interface.
  • 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.
  • 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 default folder to store images of Categories and Products at Salesforce end.
  • Admin can select default price book for product pricing based on selected Price book.

Minimum Requirements

  • Magento 1.9.x
  • PHP version 5.4.x and above
  • PHP SOAP client must be installed on Server
  • API enabled Salesforce Org required to generate Enterprise WSDL file.

Pre-Configuration settings

Once you install “eShopSync For Magento” from appexchange. Go through the links mentioned below to update the required settings.

Update Field Accessibility : Salesforce Field Accessibility 

Generate WSDL fileHow to generate WSDL file from Salesforce

If you want to avail Salesforce Lightning expereince, you need to register your domain first.

Domain Registartion :How to Register Domain in Salesforce

How to Configure

Connector Installation & Setup

  • Extract the downloaded connector zip file.
  • Connect Magento Back end through FTP details. Go to root folder location where Magento setup is installed.
  • In the Magento root folder, there would be two folders as ‘APP’ & ‘LIB’. From the FTP location, browse to system location where extracted connector folder is located as shown below.

  • Upload folder ‘ APP’ & ‘LIB’ directly into Magento Root folder. It will prompt to overwrite both folders, select to overwrite and upload it successfully.
  • Login to Magento Admin Back end panel. Go to System | Cache Management | Flush Cache Storage | Select All | Refresh | Submit

  • Go to System | Index Management | Select All | Reindex Data | Submit

  • Refresh the page, then go to System | Configuration | Salesforce | Salesforce Connector. Prior filling the details, you need make some changes at Salesforce end.
  • Create a Sandbox or a Trail Developer Org to test the connector sync features prior connecting directly with Salesforce Production org. And, click to install eShopSync for Magento from Appexchange into created Org.
  • Once installed successfully, Go to Setup | in the Quick Find search for Installed package and open it, then Click on eShopsync for Magento | View Components | Search for ‘Custom Field’ | Click on Field name | View Field accessibility | Click Hidden next to System Admin profile | Check mark boxes shown in the screen shot and save it.

Synchronization Process

  • Sync Customers : Hover over Salesforce Connector Tab, Click on Customers.
    • Click on Synchronize All Customers  and Contacts to export all existing customers at Salesforce end, it starts the sync process.

  • After synchronization, all synced customer will get listed as shown below.

  • Sync Categories : Hover over Salesforce Connector Tab and click Categories.
    • Click on Export All Categories to export all existing Categories at Salesforce end.

  • After successful synchronization, all details will get listed as shown below.
  • If there is any unsynced record, you can click on Unsynchronized tab to check details. You need to hover over the status check mark to get sync error( if it is red) based on that you need to proceed for resolution.

  • Sync Products : Hover over Salesforce Connector Tab and click Products.
    • Click on Export All Products to export all existing Products at Salesforce end.

  • After successful synchronization, all details will get listed as shown below.

  • Sync Orders :  Hover over Salesforce Connector Tab and click Orders.
    • Click on Export All Orders to export all existing Orders at Salesforce end.

  • After successful synchronization, all details will get listed as shown below.
  • If there is any unsynced record, you can click on Unsynchronized tab to check details. You need to hover over the status check mark to get sync error( if it is red) based on that you need to proceed for resolution.

  • Sync Contact Us (Leads) : Hover over Salesforce Connector Tab and click Sync Contact Us (Leads) .
    • All Contacts Us responses will get list down in this section, if you have enabled Real Time Sync option.

Magento-Salesforce Classic View

  • Synced Customers

  • Synced Categories

  • Synced Products

  • Synced Orders

  • Synced Contact Us( Leads)

  • Synced Documents

Magento-Salesforce Lightning View

Make sure that you have registered your Domain then you need to verify few settings as :

Go to Setup | Manage Users | Profile | Select Concerned User Profile ‘ Ex: System Admin’ | Click Edit | Search for Custom Tab and mark eShop and Magento-Salesforce Tabs as default On as shown below and Save it. Then, switch to Lightning View.

  • Synced Customers

  • Synced Categories

  • Synced Products

 

  • Synced Orders

  • Synced Contact Us( Leads)

  • Synced Documents 

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