Magento 2 Salesforce Integration
Streamline and automate your business process with our fully managed Magento 2 integration.
Salesforce is a cloud based CRM solution that focuses on Sales, Marketing, Community, and Customer Service and Support teams to collect and process information about prospective and existing customers. It is the best way to connect your customers and enhance your customer relationship management. It provides an overview of a customer’s interests, preferences, and past interactions to help you provide better customer experience.
Now, you can further enhance your customer interaction with Netable’s Magento 2 Salesforce Integration extension. It is a connector that will sync your Salesforce data, including customers, suppliers, wholesalers, dealers, inquiries, subscriptions, reviews, marketing metrics, and sales metrics into your Magento store.
The extension can be used for both B2B and B2C applications to eliminate customer data inconsistencies and allow the updates to happen in real-time. Ease your tedious data entry tasks, and focus on providing your customers with an enhanced personalised total product journey that they are looking for.
Start. Integrate. Grow.
Our extension is suitable for Salesforce users that sell with an advanced eCommerce Magento platform.
Benefits of Our Salesforce to Magento Integration
Save time and money on manual labour cost
Eliminate errors associated with manual data entry
Improve business and operation efficiency
Get Business Intelligence by sorting data
Better visibility for your customers and your business operations
Accurate online product information
Real Time Update/Synchronisation of data
Complete Suite of Magento 2.x integration with Salesforce
Netable has the advanced capabilities to provide 2-way synchronisation with Magento for custom Salesforce cloud products like Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud.
Salesforce integration features
Salesforce integration features
- Two-way sync of customer accounts and contacts
- Optimised query 30,000 customers synced in 10mins (tested in the production site)
- Assign accounts to different customer groups
- Sync complete customer data including billing address, shipping address, contacts, customer group, and referenced by Salesforce ID for verification
Sync configured with CRON
- Get event and exception report daily in your email (customisation required)
- Real-time synchronisation of leads (contact us and product page inquiries) into Salesforce
- Map customer newsletter subscriptions and reviews
- Sync vouchers and coupons into Magento on individual customer levels
- Sync redemption details when vouchers or coupons are used or redeemed
- Allow file attachments to be uploaded into Salesforce
Additional Customisation
- Sync categories and simple, grouped or configurable product types into Magento
- Sync Magento orders into Salesforce orders with billing and shipping address, line items, freight and tax details
Real-Time/Automatic and Manual Synchronisation
- The integration will sync specific data including orders, inquiries, and leads and customer updates from Magento to Salesforce in real-time.
- There will also be syncs performed on schedule for categories, products, customers, and other data that needs to be pulled daily from Salesforce into Magento.
- The Admin will have the option to manually sync specific data on-demand via manual sync.
Category & Product Mapping
- All Salesforce categories can be mapped into Magento.
- Rules can be written to disable syncing of specific categories.
- Product syncs can be automated daily to ensure that updated data is for customer viewing.
- These products can be set up in Magento as simple, configurable, or grouped types.
- Each product will have a corresponding Salesforce ID for reference.
Customer Mapping
- Accounts and Contacts in Salesforce can be synced to create Customer accounts in Magento.
- An account with multiple contacts will be created as multiple customers to allow each contact to login to Magento as their own account to interact and place orders.
- Any data that is updated by the customer in Magento will also be updated back into Salesforce.
- Each customer in Magento will have a Salesforce Account ID and Contact ID for reference.
Leads Mapping
- When an inquiry is made on the website, the lead will be synced back into Salesforce in real-time.
- If an existing customer sends an inquiry, it will be referenced in Salesforce with the corresponding Salesforce Contact ID.
- When a new customer enquires, a new Account and Contact will be created in Salesforce before syncing the lead back into Salesforce.
- All inquiries will be mapped in a Magento Admin grid with a Salesforce ID.
Order Mapping
- All orders created in Magento will be synced in real-time to Salesforce.
- Order data including billing address, shipping address, line items, freight, and tax will be synced.
- All orders will be mapped with a Salesforce ID.
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