Salesforce Integration

Salesforce is a popular CRM helping businesses all around the world to streamline their communication with their customers. A better relationship with the customers always yields positive outcomes like better sales, recurring purchases, referrals, and more.

Our extension lets you connect Magento 2 with Salesforce CRM without coding a single line, where you can easily sync primary store data into your Salesforce dashboard, like products, customers, orders, and more. This makes it easy for you to easily access and manage data in real time. 

Key Benefits: 

• Reduces errors and gets up-to-date data
• Automates multiple manual data entry tasks
• Easily handle high-volume data for growing stores

Account & Pricing

You will need to have a Salesforce account. The basic CRM pricing starts at $25/user/month. 

Key Features

• Automate data synchronization: Auto-sync data such as products, customers, and orders from your store to Salesforce CRM.
• Customize synchronization rules: Set different rules and conditions for data sync
• Schedule data sync: Sync your data manually or automatically at specific intervals.
• Sync mode and time: Set the sync start time with frequency options like daily, weekly, and monthly.
• Debug log option: Enable the debug log to troubleshoot and fix problems if the syncs are not happening as expected.
• Manage data sync queue: Get a queue feature to monitor and manage data sync tasks.
• Add catalog rules: Create and add all catalog rules and sync them as campaigns in Salesforce.
• Access history logs: Get a log of all synchronization attempts with success and error status. 

How Does It Work?

First, you need a consumer key and consumer secret from your Salesforce account. Then, add them in your Magento 2 extension backend with other sync configurations like account, contacts, products, orders, opportunities, and campaigns.

Now, when there are any changes to the data, it will be automatically synced with Salesforce CRM without any manual actions. For example, you’ll get data of new orders and customers in your Salesforce CRM. 

Use Cases 

• Streamline daily operations by automating your data between the two platforms, improving overall operational efficiency.
• Better customer support and engagements using valuable customer data like purchase history, support tickets, and communication history in one place.
• Create effective marketing strategies that enhance the overall efforts and move ahead with a decision-driven approach.

Top-Quality Extension & Service

• 1-Year free updates
• 25 days Marketplace return policy
• Multi-store support
• 100% open-source

Live Demo & Other Helpful Resources

Backend Demo | Select “Salesforce” from the dropdown to log in.