salesforce connector v3.1 - magento
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This module is best known for integrating an e-Commerce platform toSalesforce CRM platform. This connector provides Real time synchronizationfor store to Salesforce end. With the help of this module, admin can easilysync Categories, Products, Customers, Orders and Contactus(Leads) to Salesforce Org which will help them to track their sales andimprove customer services effectively.
Note : Application required to install in Salesforce Org from appexchnage :
FeaturesIt gives the concept of “Service-First” approach .
Connect to Salesforce account using REST oAuth2.
Guest User Concept to store Guest checkouts details.
Can process bulk amount of data from store to Salesforce.
Lightning Features supported and provides you an interactivedesign with brilliant user interface.
Sync all product types as Simple, Grouped, Con�gurable,Bundle, Virtual, Downloadable.
Real-Time synchronization for Contact us as Leads, Customers,Categories, Products and Orders.
Sync store Orders to Salesforce Orders with Shipment and Taxdetails.
Sync store Categories and Products to Salesforce as CustomCategories and Products respectively.
Sync store Contact us as Leads and Customers as Accounts andContacts to Salesforce.
Admin can select default folder to store images of Categoriesand Products at Salesforce end.
Salesforce Connector V3.1.0
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This completes the installation of Salesforce connector. Now, you needcon�gure required changes at Salesforce end then establish connectionbetween these platforms.
Admin can select default price book for product pricing basedon selected Price book.
Login to the concerned Salesforce Org to update requiredchanges and make sure that your have installed eShopSync.
Go to Setup |Quick Find search for Installed package, thenClick on eShopsync
View Components | Search ‘Custom Field’ | Click on Fieldname | View Field accessibility
Click Hidden next to System Admin pro�le | Check markboxes shown in the screen shot and save it.
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Fill all the details as described in the screen shot below:
Generate updated WSDL �le required to upload at store endunder connector settings.
Login to store Admin panel, go to Stores | Con�guration |Salesforce Connector to establish connection with propersettings.
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Now, proceed to test the synchronization process as we are done withconnector installation & con�guration.
Synchronization Process
Click on Export All Categories to export all existing categories toSalesforce end.
Sync Categories : Go to Salesforce Connector | Categories
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Click on Export All Products to export all existing Products at Salesforceend.
Sync Products : Click Salesforce Connector | Products
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Sync Customers : Click Salesforce Connector | Accounts
Click on Synchronize All Customers and Address to exportall existing customers at Salesforce end.
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Click on Synchronize Orders to export all existing Orders at Salesforceend.
Sync Orders : Click Salesforce Connector | Orders
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Sync Contact Us (Leads) : Click Salesforce Connector | SyncContact Us (Leads) .
All Contact Us responses will get list down in this section, ifyou have enabled Real Time Sync option.
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Salesforce Classic ViewSynced Customers
Synced Categories
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Synced Products
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Synced Orders
Synced Contact Us( Leads)
Synced Documents
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Salesforce Lightning ViewMake sure you have registered your Domain, further verify required settingsas mentioned below:
Go to Setup | Manage Users | Pro�le | Select Concerned UserPro�le ‘ Ex: System Admin’ | Click Edit | Search for Custom Tab andmark eShop and Salesforce Tabs as default On as shown below and Save it.Switch to Lightning View.
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Synced Customers
Synced Categories
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Synced Products
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Synced Orders
Synced Contact Us( Leads)
Synced Documents
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SupportFor any further query, Click To Create Ticket