Magento 2 Salesforce Connector
Table of Content
Live Demo
Magento 2 Salesforce Connector: This module is best known for integrating an e-commerce platform into the Salesforce CRM platform. So, this connector provides Real-time synchronization for the Magento store to the Salesforce end. With the help of this module, the 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 effectively.
Note: Application required to install in Salesforce Org from app exchange: eShopSync For Magento
Features
- Acts as a bridge between Magento and Salesforce.
- It gives the concept of a “Service-First” approach.
- Connect to the Salesforce account using REST oAuth2.
- Guest User Concept to store Guest checkout details.
- Can process the bulk amount of data from Magento to Salesforce.
- The synchronization process will run in the background when you export the records.
- You can Sync all product types as Simple, Grouped, Configurable, Bundle, Virtual, and Downloadable.
- Real-Time synchronization for Contact Us as Leads, Customers, Categories, Products, and Orders.
- Sync Magento Orders to Salesforce Orders with Shipment and Tax details.
- Sync Magento Categories and Products to Salesforce as Custom Categories and Products respectively.
- You can sync Magento Contact Us as Leads and Customers as Accounts and Contacts to Salesforce.
- Users can synchronize customers into an Existing Salesforce Account, or create a new corresponding account
- Admin can also select the default folder to store images of Categories and Products at the Salesforce end.
- The Admin can also select the default price book for product pricing based on the selected Price book.
- Dynamic Field Mapping for Product, Account, Contact, and Order.
- Matching Criteria for Product, Account, and Contact to avoid duplicate records.
- Background Jobs for Real-Time and Bulk Syncing.
- It is compatible with NPSP. An open-source, BSD-license package offering several key benefits.
Note: The specific customizations of real-time data synchronization can be implemented bi-directionally. This would be a paid feature. To enable the bi-directional feature, kindly connect with our Salesforce support team.
Minimum Requirements
- Magento 2.x
- The minimum requirement for installation is PHP 7.1
How to Configure
Pre-Configuration settings
Once you install eShopSync For Magento from AppExchange. So, go through the links mentioned below to update the required settings.
Update Field Accessibility: Salesforce Field Accessibility
If you want to avail Salesforce Lightning experience, you need to register your domain first.
Domain Registration: How to Register Domain in Salesforce
How do I find my Salesforce Security Token: Check Steps Here
Connector Installation & Setup
- Extract the downloaded connector zip file into your system location. It will consist SRC folder & APP as Sub-folder.
- Connect Magento Back end through FTP details. Open the root folder location where the Magento setup is installed.
- Browse to the system location where you have extracted the connector folder is located as shown below. Go to SRC | APP | Select App folder then Upload to Magento Root Folder as shown below.
After the successful installation. So, you have to run the command on the 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 to the below screenshot.
However, after running the commands, you have to flush the cache from the Magento admin panel by navigating through->System->Cache management as shown below.
Multi-Lingual Configuration
For Multilingual support, please navigate to Store>Configuration>General >Locale Options. And also select your desired language from the Locale option.
Language Translation
So, if you need to do the module translation, please navigate to the following path in your system app/code/Webkul/Eshopsync/i18n.
Open the file named en_US.CSV for editing as shown in the below screenshot.
Once you have opened the file for editing. Replace the words after the comma(,) on the right with your translated words.
After editing and translating the CSV file, you need to save the translated file name according to your region language and country code such as – de_DE.CSV. Then upload the translated file to the same folder from where you have obtained it. Now your module translation is complete.
However, this completes the installation of the Salesforce Magento connector. Now, you also need to configure the required changes at the Salesforce end and then establish a connection between these platforms.
- Login to the concerned Salesforce Org to update the required changes and make sure that you have installed eShopSync For Magento.
- Go to Setup |Quick Find search for Installed package, then Click on eShopsync for Magento
- Log in to the Magento Admin panel, and go to Stores | Configuration | Salesforce Connector to establish a connection with proper settings.
However, fill in all the details as described in the screenshot below:
- It will ask you to log in to your Salesforce Org. Login with credentials to proceed.
- Once the connection would establish, the User would able to see the Configuration data section.
- After entering the license key you have to validate it then it shows the text that it’s validated as shown in the screenshot below.
Field Mapping For Magento 2 Salesforce Connector
Account Field Mapping
To map new fields, go to Salesforce Connector on the left bar section. Under the Mapping Section, click on Account Field Mapping.
Here, you can also map new fields in different objects such as contact, order, and product.
Contact Field Mapping
Product Field Mapping
Order Field Mapping
Now, proceed to test the synchronization process as we are done with connector installation & configuration.
Bi-directional Synchronization
Enable bidirectional synchronization and sync your data in real-time, eliminating the boring data entry task. This will save you valuable time and help you keep your records updated.
But remember, enabling bidirectional is a paid feature in Magento2 Salesforce Connector.
First, add a remote site in your Salesforce Org to set the bidirectional sync. Go to the Gear Icon and click on Setup.
Search for Remote Site Settings on the search bar. When you find it open it and click on New Remote Site.
Here, add the Remote Site Name and URL.
Sync data from Salesforce to Magento 2 by implementing the process mentioned below:-
- Log in to your Salesforce Org and Magento 2 account.
- Then in Salesforce Org, click on the App Launcher then select View all
- Now click on the Magento 2 Salesforce Connector (eShopSync For Magento)
- In Salesforce Magento 2 connector, go to the Configuration tab.
- Click on the New button to create a new configuration of the Magento Site.
-
- Mention the name of your Magento site
- Then mention the URL of the site
- The Consumer Key, Consumer Secret, Access Token, and Access Token Secret
- After entering all the information click on the Save button.
- For the consumer key & secret and Access token & secret, you have to go to the Magento 2 Admin Dashboard
- Click on the System option from the left navigation panel. Further, click on Integrations.
- Click on Add New Integration button.
- Then a form opens up fill in all the required details, enter your Magento 2 password and then click on the Save button.
- After this, you get the consumer key & secret and Access token & secret
- Copy these details and paste them into the Salesforce New Configuration window.
- Then in the API tab Select All for the Resource Access option to select all the resources.
- Now the new site configuration will be shown like this
-
Further, go to the dropdown button on the left side and click on New to create a new store.
- In this new configuration window, add the information about the store. You will get all the details from the Magento end.
After saving the store configuration, Go to the Magento application and hit the refresh button to see whether the store is successfully configured.
Add Picklist Values in Salesforce Org
To add picklist value go to the Gear Icon and click on Setup then search for Picklist Values on the Search bar. Now you must add values in Magento Site List and Magento Store List.
First, click on Magento Store.
Scroll down and click on New to add new value.
Further, add the store name in the blank box, tick the checkbox, and save.
Repeat the process for adding picklist value in the Magento Site List. Enter your site name in the blank space and click save.
Add the “Magento Site/Store” Field in the Salesforce Product
Add Magento Site/Store field in the Salesforce Product Page layout section.
Go to the Gear Icon, click Setup, then move to the Object Manager tab. Search for Products in the search bar and click on the Product option below.
In the dropdown section open Edit.
Look for the “Magento Site/Store” field in the field section. Press the field and then drag it below.
Finally, paste the field in the Field section and save the changes.
Now, time to check the added field in the Salesforce product and find whether the bidirectional is working.
Go to the Product tab in the connector and click on New.
Enter the Product information that you want to add. Select the Magento Site/Store field that you had added in Page Layout then, click on the Save button.
You can see the product has been successfully added to Salesforce.
To check the bidirectional sync, go to the Magento application, and under Product Synchronization. The product has been successfully created.
eShopSync Batch Syncing
You can schedule batch synchronization specifically on objects using a particular field. So the batch sync will run on that object whenever scheduled.
You can check the batch synchronization that you have scheduled in Apex jobs. Also, how many are completed and
- For this go to Setup in Salesforce >> Quick search >> Apex jobs
- Then the list will be visible to you.
eShopSync Logs
You can also schedule to delete logs after a number of days as per your requirements. whatever you choose, delete all the logs before the days from the present day. If you have not chosen the number of days then by default it is set to 7 days.
We have also provided the eShopSync Logs view so that you can easily get to know what is the reason behind the record which was not synced. This way you can fix it and sync that particular record.
Synchronization Process in Magento 2 Salesforce Connector
1. Sync Categories: Go to Salesforce Connector | Categories
Click on Export All Categories to export all existing categories to the Salesforce end.
2. Sync Products: Click Salesforce Connector | Products
Click on Export All Products to export all existing Products at the Salesforce end.
3. Sync Customers: Click Salesforce Connector | Accounts
Click on Synchronize All Customers and Address to export all existing customers at the Salesforce end.
4. Sync Orders: Click Salesforce Connector | Orders
Click on Synchronize Orders to export all existing Orders at the Salesforce end.
5. Sync Contact Us in Magento as Leads to the Salesforce.
All Contact Us responses will get listed in this section if you have enabled the Real Time Sync option.
Frequently Asked Questions
Question: What is the best way to test the purchased connector file?
Answer: Data integrity is the main area of concern, we would recommend installing and testing the connector sync features in the Development site first by establishing the connection with Salesforce Sandbox. So, upon successful testing, you may proceed to install the connector in the Live site and Salesforce Production environment.
Question: What are the benefits of purchasing the connector along with Installation fees?
Answer: Purchasing a connector along with Installation fees bring you into a comfort zone where you just need to share the 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 are 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 set up Connector at the Magento end and get things ready to go situation for you. Installation of eShopSync For Magento as well, in case it is not installed at the 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 the Installation procedure?
Answer: You must need to share the following details to proceed with the installation and setup of the connector:
- Would be preferable to install it in the 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 sites such as Host Name, Port, User, and Password if we experience any issue while connector installation due to any plugin conflict.
Question: What are the conditions to pay Installation fees?
Answer: If you are stuck and having trouble while proceeding with configuration then you have to pay Installation fees along with the details to install and set up the connector properly.
NOTE: We have already provided helpful links and video tutorials to install and set up the connector.
Question: When you can avail benefits of free support?
Answer: Free support comes into the picture once the connector is installed and configured properly. If there is any issue while connector installation then it will fall under the Installation process and will be treated as per the Installation procedure.
However, in case, you have not paid the installation fees and also want support to install and configure the connector then you need to pay the installation fees and must share the required details to initiate the Connector installation procedure.
Question: What will be covered under the 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 the Frequently Asked Questions section as per the error received. Else, you may create a ticket on the link mentioned under the Support section with steps to reproduce and provide all required login details.
Question: What kind of information do I have to share to debug the issue?
Answer: You have to share the 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, and 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 also all of the concerned sites such as Host Name, Port, User, and Password if we require them while investigating.
Question: What if you can’t share SFTP/FTP details or Login credentials of Magento and Salesforce due to privacy/security concerns?
Answer: Your data is under high security with us and it is mandatory to share SFTP/FTP details and login credentials of Magento and Salesforce while investigating 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 the 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, we will process the refund as per the Refund Policy: Check Refund Policy Here
Questions: What are the other options to get support if you have privacy concerns sharing Live Site details?
Answer: You need to provide a development environment (complete replica of the Live site) with the following details:
- Steps to reproduce
- Login credentials
- SFTP/FTP details such as Host Name, Port, User, and Password
So, we will debug the issue and provide a proper resolution on the Development site. However, upon successful testing, you can implement it on the Live site.
To pay the Installation fees: Click Here
Support
- For any further query, Click To Create Ticket
- To know the feasibility of specific requirements: Request For Customization
- To view all our applications in Appexchange, go to Webkul Appexchange Apps