Salesforce CRM Integration Suite

Effortlessly synchronize your store data with Salesforce CRM, one of the world’s most trusted and widely used customer relationship management systems. This seamless integration allows you to bridge the gap between your business operations and Salesforce, ensuring that all essential customer-related data is accurately and consistently synchronized. Whether its purchase history, customer preferences, or interaction records, this integration brings all critical data into one centralized platform. By automating data updates and eliminating manual processes, you not only save time but also reduce the risk of errors, paving the way for a more efficient and streamlined workflow.

With this enhanced connectivity, managers are equipped with the full potential of their customer data. They can boost sales by identifying new opportunities, enhance customer service through personalized interactions, and implement targeted marketing strategies to reach the right audience at the right time. This integration empowers businesses to make informed decisions, strengthen customer relationships, and stay ahead in today’s competitive market. By aligning your store data with Salesforce CRM, you gain the ability to elevate your business performance and deliver exceptional customer experiences.

Key Features:

•  Official Salesforce Partner: Trusted collaboration with Salesforce ensures reliable integration. 
•  Comprehensive Data Syncing: Sync products, orders, campaigns, accounts, leads, contacts, and opportunities. 
•  Flexible Synchronization Modes: Choose between real-time updates, Cron job scheduling, or manual syncing. 
•  Customizable Field Mapping: Easily map data fields between Magento 2 and Salesforce with support for over 100 fields. 
•  Data Tracking and Export: Monitor synced data and export records in XML/CSV formats. 

Effortless Integration Steps :

1.  Sign up for a Salesforce pricing plan.
2.  Obtain an API key from your Salesforce account. 
3.  Enter the API key into extension Salesforce Integration settings. 
4.  Click Connect to establish the integration. 

Synchronization Modes :

Real-Time Automatic Syncing

•  Automatically sync updates for products, customers, and orders as changes occur. 
•  Ideal for dynamic businesses requiring fast decision-making. 

Scheduled Cron Job Syncing 

•  Schedule syncing intervals as short as 5 minutes. 
•  Queue data for batch processing to minimize server load, especially for stores with extensive SKUs .

Manual Syncing 

•  Sync data proactively with a single click or individually (e.g., specific customers, products, or orders) .
•  Manage the syncing queue for better control over data transfer .

Detailed Synchronization Capabilities 

Product Data:

•  Sync key product details, including name, SKU, price, and quantity .
•  Update product data in Salesforce when changes occur.

Customer Data:

•  Automatically sync new customer accounts and profile updates.
•  Map customer data to appropriate Salesforce modules (Leads, Contacts and Accounts).

Order Data:

•  Sync new orders and updates to existing orders in real-time.
•  Map order data to Salesforce modules like Opportunities or Sales Orders.

Campaign Data:

•  Sync catalog price rules, including campaign names, dates, and discount values.
•  Map promotion data to Salesforce’s Campaign module for effective tracking.

Enhanced Customization and Reporting

Field Mapping:

•  Map fields to Salesforce fields effortlessly, including custom fields with compatible data types.

Syncing Reports:

•  View daily synchronization reports, including successful and failed records.
•  Monitor syncing performance with detailed success and error metrics.