Description
Magento 2 Salesforce Integration is best known for synchronizing an eCommerce platform to a CRM platform. It provides real-time data syncing of the Magento 2 store to Salesforce.
With the help of this extension, the admin can easily sync their categories, products, customers, and more to their Salesforce org. It helps businesses to supercharge their sales efforts. The real-time data exchange improves sales team efficiency by providing them with the most current customer and product details.
This, in turn, leads to increased sales options and improved customer service, keeping the overall customer experience and driving growth.
Note : Before installing this module on your Magento store, you have to open an account on salesforce
Highlighted Feature of Magento 2 Salesforce Integration
Real-Time Syncing
The admin can effortlessly sync Categories, Products, Customers, Orders, and Contact Us(Leads) with the Salesforce Org
Sync All types of Products
You can sync all types of products, including Simple, Grouped, Configurable, Bundle, Virtual, and Downloadable.
Field Mapping
The admin can map fields for the account, order, and product
Manual & Automatic Syncing
The admin can manage the syncing via manual and automatic options.
Why Do We Need Magento 2 Salesforce Integration?
Magento 2 Salesforce integration simplifies e-commerce functions by syncing customer data, aligning sales and marketing efforts, managing inventory, and enhancing customer support.
It boosts efficiency, personalization, and data-driven decision-making for businesses..
Also, if you are looking for a Zoho CRM connector, you can check our Magento 2 Zoho Inventory Integration (Need to purchase separately).
Admin Configurations
The connector works over REST API and uses oAuth2.0 ensuring safety and security to the Salesforce user. Admin can connect to their Salesforce org from the connector’s configuration itself to allow the synchronization.
- Admin can enable/disable auto syncing for Orders, Contact Us Leads, Categories, Products, and Customers.
- Admin can also Reset all the Salesforce Mapped Data from Magento 2.
- The admin can do sync sets for Orders and contact Us Leads, Categories, Products, and Customers.
Salesforce Connector
Here the admin can manage all functions related to the connector.
- The admin will see Categories, Products, Accounts, Contacts, Orders, and Contact Us (Lead).
- The admin can field mapping for the account, order, and product.
- The admin can also check sales orders and contact our lead.
Salesforce Connector Categories
When automatic category sync is disabled, the admin can sync them manually by exporting all categories.
- The Admin can export all the Magento categories to the Salesforce account by clicking on “Export All Categories.
- The Admin can update category changes, set sync status to "yes," and click "Update All Categories" when needed.
- This will only update the selected categories in the Salesforce account.
Salesforce Connector Product Mapping
When automatic Product Sync is disabled, the admin can sync the products manually in a single click by clicking on “Export All Products."
- Admin selects updated products and clicks "Update/Export" to sync changes, updating all existing products at the same time.
- If in this case, the admin selects 2 products, out of which one product is updated and the other product is not exported then the updated product will get synced.
- The other product gets exported to the Salesforce account.
Salesforce Connector Customer Mapping
When automatic Customer Sync is disabled, the admin can sync the Customer details manually in a single click by clicking on “Synchronize All Customer and Addresses."
- The admin can check the customer's email ID.
- The admin can also check the Salesforce account and contact ID.
- The admin can verify the sync time and date.
Salesforce Connector Order Mapping
If the auto-order sync is disabled, the admin can sync the orders by going to Sales > Order.
- Here admin can select the orders and then choose the action “Sync at Salesforce” to sync the orders to the Salesforce account.
- In case of active automatic sync, the admin doesn’t need to do anything, orders will be auto-sync from Magento 2 to Salesforce.
Salesforce Connector Leads Mapping
When automatic Leads import/export is enabled then all the Contact Us Queries will be synced with the Salesforce leads.
- Admin can see the Contact Us details in inform view with a single click on the contact.
- A mapping table is maintained where you can check which contact is synced with which Salesforce ID.
- The admin can check the customer's name, contact email, and telephone number.
Support
For any query or issue please create a support ticket here http://webkul.uvdesk.com/
You may also check our quality Adobe Commerce Extensions.