Salesforce

The Salesforce Integration extension for Magento 2 revolutionizes how eCommerce businesses manage their operations and customer relationships. This extension acts as a seamless bridge between Magento 2 and Salesforce CRM, enabling real-time, bi-directional synchronization of crucial data like customers, orders, products, inventory, and campaigns. By automating data flow, it eliminates manual data entry, reduces errors, and empowers merchants to leverage Salesforce’s powerful CRM capabilities for improved customer insights and streamlined operations.  

With the Salesforce Integration extension, merchants can effortlessly sync customer behaviors, purchase patterns, and order details from their Magento store into Salesforce. This enables marketing teams to craft personalized campaigns, sales teams to close deals faster with enriched insights, and operations teams to manage inventory efficiently. For example, customer orders placed on Magento are instantly reflected in Salesforce, enabling real-time tracking and optimized backend processes. The extension also supports robust queue management, smart attribute mapping, and customizable sync settings, giving merchants full control over how their data is handled.  

Key Features  

• Product Synchronization: Sync individual or bulk products between Magento 2 and Salesforce CRM automatically or manually.
• Customer Management: Transfer customer data into Salesforce Leads, Contacts, and Accounts for enriched customer insights.
• Order Management: Automatically sync Magento orders with Salesforce Orders and Opportunities, ensuring accurate data across platforms.
• Campaign Synchronization: Enable seamless updates for campaigns and subscriber data from Magento 2 to Salesforce.
• Custom Attribute Mapping: Map Magento attributes to Salesforce fields for better data alignment.
• Log Viewing and Queue Management: Monitor synchronization logs and manage tasks in a user-friendly interface.
• Reporting: Access detailed synchronization reports to track and analyze data transfer performance.
• Personal Account Support: Compatible with personal accounts, allowing greater flexibility.  
  Enhanced UI/UX  

Merchants can manage all integration settings directly from the Magento 2 backend, ensuring a smooth, intuitive experience. The extension introduces new interface elements such as synchronization queues, detailed logs, and reporting tools, giving merchants full transparency into data operations. The flexible setup ensures that no unnecessary changes are made to the existing Magento frontend.

Use Cases  

• Targeted Marketing Campaigns: Use customer behavior and order data synced to Salesforce to design data-driven marketing strategies.
• Streamlined Operations: Automate inventory updates and order management to improve operational efficiency.
• Enhanced Customer Engagement: Gain deeper insights into customer preferences, enabling personalized shopping experiences.

The extension allows merchants to customize synchronization settings, enabling tailored data mapping and syncing preferences. With support for unique business workflows, the extension adapts to the specific requirements of your eCommerce operations.  

Account and Pricing Information  

To use this extension, merchants need an active Salesforce CRM account, which is not created during the extension installation process. You can set up an account through Salesforce's official website. Additional fees for Salesforce CRM services apply, which are separate from the cost of this extension. For more details, refer to Salesforce’s pricing page.