PDF Salesforce Connector - Magento

Salesforce Connector

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Published On - June 13, 2017

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 : 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 file : How 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

Connector Setup

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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.

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Upload WSDL file once again with updated details : How to generate WSDL file from Salesforce Go to Magento Admin Panel to enter the credentials and establish a connection.

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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.

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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. 5/15

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