Table of Contents
What is Salesforce CRM integration for Magento 2?
With Salesforce CRM Integration for Magento 2, you will be able to sync data from Magento 2 to Salesforce easily in the back-end with 100+ data fields supported. Store owners can sync customers, orders, products, and invoices are synced from Magento 2 to Salesforce.
How much does it cost to use Salesforce?
Pricing for using Salesforce starts at $25/month. Click here for more information. Sync and update a specific or all Customers from Magento 2 store into Salesforce CRM Leads, Contacts, Accounts Sync and update a specific or all Orders from Magento 2 store into Salesforce CRM Orders and Opportunity
What is interval syncing in Magento 2?
Automated syncing allows data to be synced from Magento 2 to Salesforce automatically when there are new or updated data. Instead of live-syncing all changes in Magento 2, interval syncing allows data to be put in a queue for bulk syncing later.
What is Salesforce and how does it work?
Salesforces offers the capability for lead generation, opportunity management, sales forecasting, workflow automation, collaboration tools, and more – all in one, easy-to-use platform. Salesforce is also a cloud-based platform, which helps you access your data anytime, anywhere, even from mobile devices.
What is manual sync in Salesforce?
What is the best CRM software?
Is Salesforce a cloud based platform?
Can I use Salesforce CRM with Magento 2?
About this website
Does Magento integrate with Salesforce?
With Salesforce CRM Integration for Magento 2, you will be able to sync data from Magento 2 to Salesforce easily in the back-end with 100+ data fields supported. Store owners can sync customers, orders, products, and invoices are synced from Magento 2 to Salesforce.
What is Magento in Salesforce?
Magento 2 Salesforce extension connects Magento 2 stores to Salesforce and synchronizes both systems together. Salesforce module offers the ability to automatically synchronize primary Magento objects to Salesforce including Customers, Products, Orders, Catalog Price Rule.
How does Magento 2 integrate with Salesforce?
4 Steps to integrate Salesforce CRM on Magento 2Step 1: Sign up the Zapier account. Signup Zapier to integrate Salesforce CRM on Magento 2.Step 2: Sign up the salesforce account. Signup Salesforce to integrate Salesforce CRM on Magento 2. … Step 3: Integrate Magento 2. x. … Step 4: Integrate Salesforce CRM.
What platforms does Salesforce integrate with?
Integrate Salesforce with the apps you use every day.G Suite. Streamline your team’s workflow and increase productivity by syncing G Suite by Google Cloud with Salesforce. … Slack. … Quickbooks.MailChimp.LinkedIn.Docusign Integration: Digitize Your Agreements.JIRA.HelloSign.More items…
Does Magento have a CRM?
Magento CRM systems help merchants to enhance customer engagement. In the age of E-Commerce and Omnichannel retail, merchants always focus on improving customer experience in both brick-and-mortar stores and Magento stores, which is considered a competitive advantage.
Is Salesforce a ecommerce?
Chapter 6: Why Salesforce Commerce Cloud is the world’s leading ecommerce platform.
What is Magento ecommerce platform?
Magento is an ecommerce website platform owned by Adobe that specializes in ecommerce websites. Magento users have access to hundreds of unique features that help them connect with their customers and sell their products.
What is Adobe Magento?
Magento is now Adobe Commerce. Build multi-channel commerce experiences for B2B and B2C customers on a single platform. From catalog to payment to fulfillment, our future-proof technology gives you a commerce platform that’s endlessly flexible, extensible, and scalable.
How many apps integrate with Salesforce?
As popular as Salesforce is, there are some things it can’t do straight out of the box. Fortunately, Salesforce has 2,500+ integrations and apps so that you can personalise and build upon the existing functionality and unearth crucial insights to enhance your performance.
Does Salesforce have an API?
Salesforce Data APIs They are REST API, SOAP API, Bulk API, and Streaming API. Together they make up the Salesforce data APIs. Their purpose is to let you manipulate your Salesforce data, whereas other APIs let you do things like customize page layouts or build custom development tools.
What is Salesforce platform?
Salesforce Platform is the app development platform that extends your CRM’s reach and functionality. You do not have to be a developer to build apps using the Salesforce Platform.
1. Installation and setup
The PowerSync integration consists of Magento extensions and Salesforce managed packages that need to be deployed into the client’s environments. This is a direct connection, reducing any data security risks.
2. Catalog synchronization
PowerSync is the only enterprise-level solution on the market that synchronizes catalogs of more than a million products with a breeze.
3. Customer management
The PowerSync integration leverages Salesforce leads, contacts, accounts and person accounts, which covers all use cases in B2B and B2C industries. Magento customers are typically matched based on the email address, but custom lookups are offered as well.
4. Opportunities and abandoned carts
As a registered customer adds products into his or her shopping cart and begins the process of checking out, the Magento-Salesforce integration captures the cart as an Opportunity in Salesforce.
5. Orders
As orders are placed in Magento, they get captured as Orders in Salesforce and linked to the Opportunities they originated from. The Order will contain products, billing and shipping addresses and notes. As the status of the order changes, it is reflected in the other system.
6. Invoices and shipments
Another option the PowerSync integration provides is synchronizing invoices and shipments. The Magento order may have several invoices and shipments, which will be captured in Salesforce individually. Each shipment may consist of multiple boxes with different tracking numbers. All of that information gets reflected with the PowerSync extension.
Defining the Basics of Salesforce CRM and Magento Integration
If you are reading this article, there is a high probability that you are already familiar with both systems you are trying to connect. This chapter should be a reminder why you picked both Salesforce CRM and Magento to handle your business needs.
Choosing Your Approach
Once your Salesforce CRM account and Magento installation has been completed you have made the first step toward our topic for the day.
Building Toward Specific Requirements
When starting to align two complex environments, such as as Salesforce CRM and Magento, there are two general areas you need to cover in detail to be sure the end product is exactly what you want. These areas are project management and technical development.
Stepping into Project Management
Once the requirements are defined and the Magento system drawn out we can start putting in the work that will ensure that the technical process goes as planned. These steps are good practice in any project; however, they are crucial for the effort to be successful and as pain-free as possible when connecting several teams and platforms.
Develop what You Planned
You can finally start with the implementation after the groundwork has been set. To complete it you will need to use REST or SOAP API’s for both Magento and Salesforce CRM. In determining which areas of the applications to fetch, and which ways, you will need to consult API descriptions and documentations on both ends:
About Magento
Magento is the premier open source e-commerce app used by millions of customers each and every day.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
What is Salesforce CRM?
It is considered the world’s #1 CRM platform in the world. Salesforce Sales Cloud CRM is used by both B2C and B2B merchants and is an effective tool for your business to collaborate, mobilize, and grow revenue.
Does Salesforce have public pricing?
Account & Pricing. If you don’t have Salesforce Sales Cloud account, you will need to set one up prior to using this extension. Salesforce Sales Cloud does not supply public pricing information.
What is Magento?
Magento was created in 2008 as an eCommerce platform built on open source technology, which offers online merchants with total control over the look, content and functionality of their online store, as well as a host of powerful SEO, marketing, and catalog-management tools.
Top Brands who trust Magento
Magento is trusted by a bevy of globally recognized brands, which cements our belief in its capabilities.
What is Salesforce Commerce Cloud?
As a leading B2C and B2B commerce solution, this amazing cloud-based Software-as-a-Service (SaaS) solution is backed by SalesForce, and boasts its own infrastructure, servers, upgrades, security measures.
Top Brands that trust Salesforce
Some of the top global brands that use Salesforce include Acne Studios, UGG, T-Mobile, Aldo, Spotify, The New York Post, Macy’s, Toyota, Gap, TCS, Hugo Boss, Ralph Loren, Godiva, Burton, Tate Modern, Beats by Dre, Sweaty Betty, Puma, Accenture, NBC universal, American Express, The American Red Cross, Adidas, Canon, New Balance, Fila, Clarins, and L’Oreal..
Magento vs. Salesforce: Hosting
One of the biggest differentiators between the two platforms is how they are hosted. Magento Commerce is self-hosted, which means that as a business owner, you are responsible for purchasing and setting up the hosting solution on your own.
Magento vs. Salesforce: Merchandising Capabilities
The main task of an eCommerce platform is to allow you to sell products online, which is why merchandising capabilities of both the platforms matter more than you think. While both the platforms have above par product, order and inventory management functionalities, there are some key differences which we will delve into.
Magento vs. Salesforce: Multi Currency and Multi-Language
Both offer stellar multi-store functionality, with capabilities that facilitate global trade such as multi-currency and multi-language. However, Salesforce offers far more sophisticated multi-currency and multi-language support. With multi-store capabilities, you can choose from among various languages for different store views.
What is Salesforce Commerce Cloud?
With Salesforce Commerce Cloud, you can definitely get an integrated, feature-rich store that works well and provides a ton of different features and systems – such as ERP (Enterprise Resource Planning), CRM (Customer Relationship Management) and CMS (Content Management Software).
What is the killer app for Salesforce?
Both Salesforce Commerce Cloud and Magento offer great search experiences. For Salesforce Commerce Cloud, their “killer app” is the Einstein AI that they first released in 2017 as part of their cloud services lineup.
Is Salesforce Commerce Cloud secure?
Salesforce has extremely good security, and Salesforce Commerce Cloud benefits from the robust, secure, and powerful Salesforce cloud environment that it runs on. Sites built using Salesforce Commerce Cloud are very secure, and you definitely won’t have any issues with PCI compliance.
Does Salesforce have analytics?
Let’s start with Salesforce Commerce Cloud. Despite being from Salesforce, it has a relatively limited amount of analytics features available . According to its documentation, you can view the following types of dashboard reports on your eCommerce store:
Does Salesforce have a success manager?
Salesforce offers great support for Salesforce Commerce Cloud, with a dedicated Success Manager provided to each customer, and a lot of in-house training tools and resources to help you learn more about the product. And if you’re having any technical issues with your website, you can contact support at any time to submit a ticket and get assistance.
What is manual sync in Salesforce?
Manual Syncing. With manual syncing, merchants will have full control over which data to sync and which will not be synced. Merchants can sync all data to Salesforce with one click of a button. Manage syncing queues and sync all items in the queue.
What is the best CRM software?
Salesforce is a full-featured CRM software for medium and large businesses and is currently crowned the best CRM platform. Salesforces offers the capability for lead generation, opportunity management, sales forecasting, workflow automation, collaboration tools, and more – all in one, easy-to-use platform.
Is Salesforce a cloud based platform?
Salesforce is also a cloud-based platform, which helps you access your data anytime, anywhere, even from mobile devices. With Salesforce CRM Integration for Magento 2, you will be able to sync data from Magento 2 to Salesforce easily in the back-end with 100+ data fields supported. Store owners can sync customers, orders, products, …
Can I use Salesforce CRM with Magento 2?
To use Salesforce CRM Integration for Magento 2, you need an existing Salesforce account, and additional fees are applied. A Salesforce account is not created during the installation of this extension, you can register for one here.
Installation and Setup
Catalog Synchronization
Customer Management
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The PowerSync integration leverages Salesforce leads, contacts, accounts and person accounts, which covers all use cases in B2B and B2C industries. Magento customers are typically matched based on the email address, but custom lookups are offered as well. The integration is smart enough to identify duplicates in Salesforce and resolve any issues automatically.
Opportunities and Abandoned Carts
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As a registered customer adds products into his or her shopping cart and begins the process of checking out, the Magento-Salesforce integration captures the cart as an Opportunity in Salesforce. If the checkout process is never completed, the cart becomes abandoned and the Opportunity label gives sales teams a chance to capture consumer data and convert while the le…
Orders
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As orders are placed in Magento, they get captured as Orders in Salesforce and linked to the Opportunities they originated from. The Order will contain products, billing and shipping addresses and notes. As the status of the order changes, it is reflected in the other system.
Invoices and shipments
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Another option the PowerSync integration provides is synchronizing invoices and shipments. The Magento order may have several invoices and shipments, which will be captured in Salesforce individually. Each shipment may consist of multiple boxes with different tracking numbers. All of that information gets reflected with the PowerSync extension. An integration solution makes se…