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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 

Frequently Asked Questions

Question: What is the best way to test purchased connector file?

Answer: Data integrity is the main area of concern, we would recommend to install and test the connector sync features in Development site first by establishing the connection with Salesforce Sandbox. Upon successful testing, you may proceed to install the connector in Live site and Salesforce Production environment.

Question: What are the benefits of purchasing the connector along with Installation fees?

Answer: Purchasing connector along with Installation fees bring you into a comfort zone where you just need to share required details to initiate the installation process. Our concerned team will effectively proceed with the installation process as soon we get complete details and will get installed in 1-2 Working days.

Your trust and satisfaction is highly important to us and so your data will be completely secured.

Question: What will be covered under Installation fees?

Answer: We will install and setup Connector at Magento end and get things ready to go situation for you. Installation of eShopSync For Magneto as well, in case it is not installed at Salesforce end.

We will sync a test record on each object to make sure that synchronization is working fine. Further, you may proceed with synchronization on your own.

Question: What are the required details mandatory to share for Installation procedure?

Answer: You must need to share following details to proceed with installation and setup of connector:

  • Would be preferable to install in Development site first in connection with Salesforce Sandbox, so create a Dev site and share the details accordingly.
  • Magento Admin URL of the concerned site with login credentials.
  • Salesforce login credentials
  • SFTP/FTP Details such as Host Name, Port, User, and Password.

NOTE: Mandatory to share SFTP/FTP details and all of the concerned site such as Host Name, Port, User, and Password if we experience any issue while connector installation due to any plugin confliction.

Question: What are the conditions to pay Installation fees?

Answer: If you are stuck and having trouble while proceeding with configuration then you need to pay Installation fees along with required details to install and setup the connector properly.

To pay the Installation fees: Click Here

NOTE: We have already provided help links and video tutorials to install and setup the connector.

Question: When you can avail benefits of free support?

Answer: Free support comes in the picture once connector is installed and configured properly. If there is any issue while connector installation then it will fall under Installation process and will be treated as per Installation procedure.

In case, you have not paid the installation fees and want support to install and configure the connector then you need to pay the installation fees and must share the required details to initiate Connector installation procedure.

Question: What will be covered under Free 3 months of support availed with connector purchase?

Answer: Post successful connector installation and configuration, if you are experiencing any issue while data synchronization that would fall under free support.

You may find steps to resolve the issue under Frequently Asked Questions section as per error received. Else, you may create a ticket on the link mentioned under Support section with steps to reproduce and provide all required login details.

Question: What are the details mandatory to be shared to debug the issue?

Answer: You must need to share following details to investigate the issue:

  • Magento Admin URL of the concerned site with login credentials.
  • SFTP/FTP Details such as Host Name, Port, Username, Password.
  • Salesforce login credentials. Or, you may grant login access for Salesforce as well: How to Grant Login Access

NOTE: Mandatory to share SFTP/FTP details and all of the concerned site such as Host Name, Port, User, and Password if we require while investigation.

Question: What if you can’t share SFTP/FTP details or Login credentials of Magento and Salesforce due to privacy/security concern?

Answer: Your data is highly secured with us and it is mandatory to share SFTP/FTP details and login credentials of Magento and Salesforce while investigation on any issue. Without having complete details, we can’t proceed any further.

Question: Can you provide support on screen sharing sessions via any medium like Team Viewer/ GoToMeeting/ etc?

Answer: No, we don’t provide any support on any of screen sharing sessions like Team Viewer/GoToMeeting/etc. Hence, it is mandatory to share complete details to provide seamless support.

Question: What if you can’t share asked details on the support ticket to debug the issue and want a full refund?

Answer: In this case, refund would be processed as per the Refund Policy: Check Refund Policy Here

Questions: What are the other options to get support if you have privacy concern sharing Live Site details?

Answer: You need to provide development environment (complete replica of the Live site) with following details:

  • Steps to reproduce
  • Login credentials
  • SFTP/FTP details such as Host Name, Port, User, and Password

We will debug the issue and provide proper resolution in the Development site. Upon successful testing, you can implement in Live site.

Support

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