Overview
Back to topSalesforce is a CRM solution that allows Sales, Marketing, and Customer Service and Support teams to collect and process information about prospective and existing customers. It provides an overview of a customer’s interests, preferences, and past interactions to help you provide better customer experience.
Netable’s Salesforce Integration extension is a connector that will sync your Salesforce data, including customers, suppliers, wholesalers, dealers, inquiries, subscriptions, and reviews into your Magento website. 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. Give your customers the personalized experience that they are looking for.
Account & Pricing
To use this extension, you will need to have an active Salesforce credential. This will have to be set up externally by your individual Salesforce provider. To signup and get more account and pricing information for Salesforce, please click here.
How The Extension Works
Once installed, you simply have to enter your Salesforce credentials and the connector will start working immediately. There will be an admin panel from where you can control the integration and set up your automated or manual sync. Once synced, each customer in Magento will display a Salesforce ID to enable you to cross-reference your data with Salesforce. Please note that some features may require customization to work with your specific Salesforce setup.
Features List
- Two-way sync of customer accounts and contacts
- Optimized query 30,000 customers synced in 10mins (Tested in the production site)
- Assign accounts to different customer groups
- Sync vouchers, and coupons into Magento on individual customer levelon required) ts, 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 synchronization of leads (contact us and product page inquiries) into Salesforce
- Map customer newsletter subscriptions and reviews
- Sync vouchers, coupons into Magento on individual customer level
- Sync redemption details when vouchers or coupons are used or redeemed
- Allow file attachments to be uploaded into Salesforce
Additional Customization
- 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 Synchronization
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 pull daily from Salesforce into Magento. Finally, 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.
Security
No confidential data is stored on the server such as personal identification information (such as social security numbers), and credit card numbers.
Technical Specifications
Back to topSeller profile
Seller contact
Integrator
Current Version
2.0.3
Adobe Commerce platform compatibility
Adobe Commerce (cloud): 2.4 (current)
Adobe Commerce (on-prem): 2.4 (current)
Magento Open Source: 2.4 (current), 2.3 (obsolete)
Type
Stable Build
Updated
22 August, 2024
Categories
Extensions, Accounting & Finance, ERP & Accounting
Supported Browsers
Chrome, Firefox, Opera, Safari, Edge, IE
Quality Report
Back to topAll tests were conducted on the latest versions of Adobe Commerce that existed for the compatible release lines at the moment of the extension submission. Latest versions of all other software were used, as applicable.
Release Notes
Back to top2.0.3:
- Compatible with Adobe Commerce (cloud) : 2.4
- Compatible with Adobe Commerce (on-prem) : 2.4
- Compatible with Magento Open Source : 2.3 2.4
- Stability: Stable Build
-
Description:
Reviewed and refactored the codebase for improved code quality, maintainability, and performance.
2.0.2:
- Compatible with Adobe Commerce (cloud) : 2.4
- Compatible with Adobe Commerce (on-prem) : 2.4
- Compatible with Magento Open Source : 2.3 2.4
- Stability: Stable Build
-
Description:
Reviewed and refactored the codebase for improved code quality, maintainability, and performance.
2.0.1:
- Compatible with Adobe Commerce (cloud) : 2.4
- Compatible with Adobe Commerce (on-prem) : 2.4
- Compatible with Magento Open Source : 2.3 2.4
- Stability: Stable Build
-
Description:
Reviewed and refactored the codebase for improved code quality, maintainability, and performance.
2.0.0:
- Compatible with Magento Open Source : 2.3 2.4
- Stability: Stable Build
-
Description:
Code refactored
1.0.4:
- Compatible with Magento Open Source : 2.3 2.4
- Stability: Stable Build
-
Description:
Updated End User Licence
1.0.1:
- Compatible with Magento Open Source : 2.4
- Stability: Stable Build
-
Description:
Fixed the compatibility issues with Magento2.4
1.0.0:
- Compatible with Magento Open Source : 2.3
- Stability: Stable Build
-
Description:
Compatible with Open Source (CE): 2.3.x
Support
Back to topThe best place to start if you need help with a specific extension is to contact the developer. All Adobe Commerce developers have both a contact email and a support email listed.
Contact Vendor