Salesforce Connector. Features. Minimum Requirements. Pre-Configuration settings. Connector Setup. webkul.com /blog/magento-salesforce-connector/

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1 Salesforce Connector webkul.com /blog/magento-salesforce-connector/ Published On - June 13, 2017 Salesforce Connector : This module is best known for integrating an e-commerce platform to Salesforce CRM platform. This connector provides Real time synchronization for Magento store to Salesforce end. With the help of this module, 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. Note : Application required to install in Salesforce Org : eshopsync for Magento Features Acts as bridge between Magento and Salesforce. It gives the concept of Service-First approach. Guest User Concept to store Guest checkouts details. Can process bulk amount of data from Magento to Salesforce. Lightning Features supported and provides you an interactive design with brilliant user interface. Able to sync all product types such as Simple, Grouped, Configurable, Bundle, Virtual, Downloadable. Real Time synchronization for Contact us as Leads, Customers, Categories, Products and Orders. Sync Magneto Orders to Salesforce Orders with Shipment and Tax details. Sync Magento Categories and Products to Salesforce as Custom Categories and Products respectively. Sync Magento Contact us as Leads and Customers as Accounts and Contacts to Salesforce. Admin can select default folder to store images of Categories and Products at Salesforce end. Admin can select default price book for product pricing based on selected Price book. Minimum Requirements Magento 1.9.x PHP version 5.4.x and above PHP SOAP client must be installed on Server API enabled Salesforce Org required to generate Enterprise WSDL file. Pre-Configuration settings Once you install eshopsync For Magento from appexchange. Go through the links mentioned below to update the required settings. Update Field Accessibility : Salesforce Field Accessibility Generate WSDL file : How to generate WSDL file from Salesforce If you want to avail Salesforce Lightning expereince, you need to register your domain first. Domain Registartion :How to Register Domain in Salesforce Connector Setup 1/15

2 Create a Sandbox or a Trail Developer Org to test the connector sync features prior connecting directly with Salesforce Production org. And, click to install eshopsync for Magento from Appexchange into created Org. Once installed successfully, Go to Setup in the Quick Find search for Installed package and open it, then Click on eshopsync for Magento View Components Search for Custom Field Click on Field name View Field accessibility Click Hidden next to System Admin profile Check mark boxes shown in the screen shot and save it. 2/15

3 Upload WSDL file once again with updated details : How to generate WSDL file from Salesforce Go to Magento Admin Panel to enter the credentials and establish a connection. 3/15

4 Synchronization Process Sync Customers : Hover over Salesforce Connector Tab, Click on Customers. Click on Synchronize All Customers and Contacts to export all existing customers at Salesforce end, it starts the sync process. 4/15

5 After synchronization, all synced customer will get listed as shown below. Sync Categories : Hover over Salesforce Connector Tab and click Categories. Click on Export All Categories to export all existing Categories at Salesforce end. 5/15

6 After successful synchronization, all details will get listed as shown below. If there is any unsynced record, you can click on Unsynchronized tab to check details. You need to hover over the status check mark to get sync error( if it is red) based on that you need to proceed for resolution. Sync Products : Hover over Salesforce Connector Tab and click Products. Click on Export All Products to export all existing Products at Salesforce end. 6/15

7 After successful synchronization, all details will get listed as shown below. Sync Orders : Hover over Salesforce Connector Tab and click Orders. Click on Export All Orders to export all existing Orders at Salesforce end. 7/15

8 After successful synchronization, all details will get listed as shown below. If there is any unsynced record, you can click on Unsynchronized tab to check details. You need to hover over the status check mark to get sync error( if it is red) based on that you need to proceed for resolution. Sync Contact Us (Leads) : Hover over Salesforce Connector Tab and click Sync Contact Us (Leads). All Contacts Us responses will get list down in this section, if you have enabled Real Time Sync option. 8/15

9 Magento-Salesforce Classic View Synced Customers Synced Categories 9/15

10 Synced Products 10/15

11 Synced Orders Synced Contact Us( Leads) Synced Documents 11/15

12 Magento-Salesforce Lightning View Make sure that you have registered your Domain then you need to verify few settings as : Go to Setup Manage Users Profile Select Concerned User Profile Ex: System Admin Click Edit Search for Custom Tab and mark eshop and Magento-Salesforce Tabs as default On as shown below and Save it. Then, switch to Lightning View. Synced Customers 12/15

13 Synced Categories Synced Products 13/15

14 Synced Orders Synced Contact Us( Leads) 14/15

15 Synced Documents Support To view all our applications in Appexchange, go to Webkul Appexchange Apps. For any further query, Click To Create Ticket 15/15