This module is best known for synchronizing an eCommerce platform to a CRM platform. Salesforce Connector for Magento2 provide real time synchronization of Magento store to a CRM platform. With the help of this module admin can easily connect their categories, products, customers, orders and contact us leads to their CRM which will help them to increase their sales and improve customer service.
Before installing this module on your Magento store, you have to open an account on salesforce and add a Salesforce global app i.e. “e-shop sync” in salesforce account. After creating an account on Salesforce, you can easily use our module.
Features Of Salesforce Connector For Magento2
- Synchronization of magento categories to salesforce.
- Synchronization of magento products to salesforce.
- Synchronization of magento customers to salesforce.
- Synchronization of magento orders to salesforce.
- Synchronization of magento contact us to salesforce leads.
- Admin can synchronized leads, customers, categories and orders in real time.
- Shows contact us details in the form view.
Installation – Salesforce Connector For Magento2
Customers will get a zip folder and they have to extract the contents of this zip folder on their system. The extracted folder has an src folder, inside the src folder you have the app folder. You need to transfer this app folder into the Magento2 root directory on the server as shown below.
After the successful installation, you have to run the command on Magento2 root directory-“php bin/magento setup:upgrade”
Now run this command into the Magento2 root – “php bin/magento setup:di:compile”
Also, run this command into the Magento2 Root- “php bin/magento setup:static-content:deploy” You can refer the below screenshot.
After running the commands, you have to flush the cache from Magento2 admin panel by navigating through->System->Cache management as shown below.
Workflow – Salesforce Connector For Magento2
For configuring the settings of Salesforce Connector For Magento2, admin has to go to Stores > Configuration > Webkul > Salesforce Connector.
Under configurations, admin has to fill all the credentials.
Admin can enable or disable auto synchronization for Orders, Contact Us Leads, Categories, Products and Customers. Admin can also Reset all the Salesforce Mapped Data from Magento. In Upload WSDL File, admin has to upload the WSDL file which he got from Salesforce account. This file is used for connecting the APIs. If admin does not upload any WSDL file then a default file will be upload. After all the settings are done admin has to save them by clicking on Save Config.
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Salesforce Connector For Magento2
Admin can manage all the salesforce connector option by going to Salesforce Connector. Here admin will see Categories, Products, Account, Contacts, Orders and Contact Us (Lead). We will discuss each one them one by one.
When automatic Category Synchronization is disabled, then admin can synchronize them manually by exporting all categories.
From here, admin can export all the Magento categories to Salesforce account by clicking on “Export All Categories“. If any changes are made in the any of the categories then admin can select those categories and then change the sync status as “yes” and then click on “Update All Categories“, this will only update the selected categories in the salesforce account.
When automatic Product Synchronization is disabled, then admin can synchronize the products manually in a single click by clicking on “Export All Products“. Admin can synchronize changes made to an existing product by selecting the updated products and then clicking on “Update/Export” for updating all products.
If in case admin selects 2 products, out of which one product is updated and the other product is not exported then the updated product will get synchronized and the other product will get exported to the salesforce account.
When automatic Customer Synchronization is disabled, then admin can synchronize the Customer details manually in a single click by clicking on “Synchronize All Customer and Addresses“.
In Magento when a registered customer is having multiple addresses, then a new account is created for the corresponding customer and for the different addresses corresponding contact is created for synchronization.
If the auto Order synchronization is disabled then admin can synchronize the orders by going to Sales > Order. Here admin can select the orders and then can choose the action “Sync at Salesforce” to sync the orders to Salesforce account.
In case of active automatic sync, admin don’t need to do anything, orders will be automatically synchronized from Magento to Salesforce.
When automatic Leads Synchronization is enabled then all the Contact Us Queries will be synchronized with the salesforce leads. Admin can see the contact us details in inform view in a single click on the contact. A mapping table is maintained where you can check which contact is synchronized with which salesforce id.
That’s all for the Salesforce Connector For Magento2, if you still have any issue feel free to add a ticket and let us know your views to make the module better https://webkul.uvdesk.com/en/