Description
Opencart Saleforce Connector : Opencart Salesforce Connector is an extraordinary module for synchronizing an eCommerce Opencart platform data to a Salesforce CRM platform. The user can easily synchronize orders, customers, products and categories of the Opencart to the Salesforce CRM by the help of this module. This feature helps admin to manage their store data in a better way on Salesforce CRM and provide a better customer service.
Note : Before installing this module on your Opencart store, you have to open an account on salesforce . After creating an account on Salesforce, you can easily use our module.
Opencart Salesforce Connector Features -
- Synchronization of Opencart categories to Salesforce CRM.
- Admin has three option for syncing the categories – Parent, Child, and All Categories.
- Synchronization of Opencart products to Salesforce CRM.
- Admin can sync all products or the products will enable option.
- Synchronization of Opencart orders to Salesforce CRM.
- Synchronization of Opencart customers to Salesforce CRM.
- Admin can sync all customers or the enabled customers.
- Auto-sync products, categories, orders, customers
- When any modification is made, then the synchronize status button turns red.
- Admin can check leads and documents at Salesforce end in the real-time.
- In the Salesforce, the admin will create a directory where all the images of synced categories and products will be saved.
- In the Opencart Salesforce Connector Dashboard, admin can see all the recent activity related to the synchronization.
Opencart Salesforce Connector Video Tutorial:
For detailed video tutorial please click here https://youtu.be/pot9KubUw0A
Salesforce Supported Editions -
- Enterprise
- Unlimited
- Developer
- Professional
Salesforce Connector Configuration
After the installation of the module, admin will configure the module for the proper synchronization of the module. Admin will do the following:
- Admin can enable or disable the module.
- Admin will enter details related to the Salesforce like Username, API.
- Admin will select folder in which images will be saved in Salesforce.
- Admin will select Client Type and Price Book.
- Select number of slots to sync.
Category Synchronization
For the category synchronization, admin will select the options for synchronizing categories from the dropdown and only those categories will be synced with the Salesforce. After the synchronization, categories will be displayed in the grid with image, synchronization status, Category id. At the Salesforce end, You can see the synchronized categories with images, category, parent category and description.
- Admin will select the options for synchronizing categories from the dropdown.
- After the synchronization, categories will be displayed in the grid with image, synchronization status, Category id.
- At the Salesforce, categories will be synchronized with images, category, parent category and description.
Products Synchronization
For the product synchronization, admin can select “All products” which will include all the products in the Opencart for the synchronization. In “Only Enabled Products”, products with enabled status will get synchronized. After the synchronization, products will be displayed in the grid with image, name, synchronization status. At the Salesforce end, you can see the synchronized products with images, name, category and product description.
- Admin can either select “All Products” or “Only Enabled Products”.
- After the synchronization, products will be displayed in the grid with image, name, synchronization status.
- At the Salesforce, product will be synchronized with images, name, category and product description.
Customers Synchronization
For the customer synchronization, admin can either select “All Customers” which will include all the customers in the Opencart for the synchronization or “Only Enabled Customer”, the customer with enabled status will get synchronized. After the customer synchronization, admin can see Customer Name, Contact Number, Address, Salesforce Customer Id. At the Salesforce end, you can see Name, Industry, Phone , Type, Account Number.
- Admin can either select “All Customers” or “Only Enabled Customer”.
- After the customer synchronization, admin can see Customer Name, Contact Number, Address, Salesforce Customer Id.
- In the Salesforce, you can see Name, Industry, Phone , Type, Account Number.
Order Synchronization
For synchronizing orders from opencart to Salesforce, click on Export Orders. After the synchronization, you can see a grid displaying Order Id, Map Id, Salesforce Order Id, Product Order ID and status. At the Salesforce end, you can see Order Number, Account Name, Status and order amount.
- After the synchronization, you can see a grid displaying Order Id, Map Id, Salesforce Order Id, Product Order ID and status.
- At the Salesforce end, you can see Order Number, Account Name, Status and order amount.
Opencart Salesforce Connector Support -
For any query or issue please create a support ticket here http://webkul.uvdesk.com
You may also check our quality Opencart Extensions.