Salesforce Integration Add-on for Magento 2

This is an add-on of Improved Import and Export extension for Magento 2. The add-on is built upon the Improved Import & Export logic and provides the point-to-point API sync of the following entities:

Made in Germany
30 days money back
6 months support
$ no subscriptions
100% open source
2.2-2.3 compatibility
FREE installation
easy composer installation
PWA Ready
  • Lifetime license! No SAAS, no recurring payments
  • Six months of technical support and updates included
  • FREE installation and consultancy service included!
  • Contact Us if you have questions or custom requests!

Impressum | End User License Agreement

Compatibility

Extension compatible with all recent versions of Magento 2.2.x, 2.3.x Open Source (Community), Commerce (Enterprise), Cloud Edition include B2B & Omnichannel!

Extension works on hundreds live Magento 2 stores worldwide!

If you are looking how to connect your Salesforce CRM to Magento 2 - you have come to the right place

The Salesforce CRM and Magento 2 connector establishes a bidirectional data synchronization between the Magento 2 platform and Salesforce CRM — the leader in the customer relationship management sphere. The connector works on the base of the Improved Import & Export extension’s functionality and inherits all the features presented in the parent module.

As far as Salesforce is concerned, it is not easy to put the whole system in a box ready for implementation, especially, taking into account the scale of its expertise — customer administration, sales, marketing, business ecosystems. That’s why we’ve come up with a tool powered by the direct API connection to deliver the whole experience of using the Salesforce CRM to Magento 2 users and allow integrating their processes into a large organized data space for further management.

The add-on allows you to synchronize the following entities:

  • Products - full catalog including all product types, quantity, attributes, categories.
  • Orders - order statuses, credit notes, invoices, shipping and billing addresses.
  • Customers and customer groups - account info, contacts, and addresses.
  • Prices - product price listing, tier and special prices.
  • Companies (B2B) - full company structure, including customer roles, and company administrator account.
  • Quotes and negotiable quotes (B2B) - cart composition, discounts, and special prices.
  • Requisition lists (B2B) - full product lists with required quantity amounts.
  • Shared Catalogs (B2B) - custom product listings per customer group with special prices.

Salesforce CRM Magento 2 two-way synchronization benefits

No need to resort to numerous intermediary extensions anymore! We offer a fully independent solution that gathers all your data from different sources in one place and ensures you’ll get the access to the tiniest bits of information without delays or drawbacks. Regardless of the size of your database Improved Import & Export and the Salesforce integration add-on together provide fast seamless synchronization, that saves your time and helps in attending thousands of customer-related problems.

How it works

Being an inseparable part of Magento 2 Improved Import & Export, the add-on is set up along with the extension. The logic of the functionality is tempting in its simplicity: you configure an import or export rule, so-called job, select import or export source and format, and edit the data right on the spot if needed.

  1. Enable the API connection that will work both ways for your Magento 2 backend and Salesforce account. Secure the data transfer channel with credentials specific for your integration plan.
  2. Import and export all entity types supported by Magento 2 Community and Commerce editions.
  3. Schedule cron for automatic data updates or manage them manually.
  4. Adjust characteristics of the imported and exported entities to avoid conflicts during the data implementation into your store database or Salesforce account.

To get more detailed info on the setting process feel free to visit the extension guide.

Run import and export for all Magento 2 entity types regardless of data sizes. Benefit from high-speed sync and get the results of your job runs immediately as Magento 2 Improved Import & Export handles up to 3k products/min. Organize a workflow that demands minimum admin control.

What you get with the Salesforce CRM & Magento 2 integration

  • Process automation - know your customers to influence them in a suitable manner. Manage all the account info in a single user-friendly structure. Stay informed about any changes in customer behavior with notifications sent from your CRM and mobile support for tracking every detail anywhere anytime. Import and export products, customer data, invoices, billing info and create an uninterrupted sales cycle with a bare minimum of admin involvement.
  • Marketing engineering - run carefully built promos and achieve positive results from every gesture. Plan campaigns based on customer response analysis and create a direct line of communication to provide the best services via multiple channels, including social media, chat, etc. Prevent customer-related issues with the second-to-none AI-powered forecasting. All this and many more opportunities are implemented in the powerful marketing segment of the Salesforce CRM and are available now for your Magento 2 store.
  • Sales increase - synchronize data between your store and the Salesforce CRM and manage all the orders as fast as possible with the reduced amount of issues occurred. Offer optimized buying process and one-touch payments to make purchases more user-friendly. Boost customer satisfaction, reach the next level of credibility and see the rise in revenue.

Salesforce CRM Magento 2 integration benefits

Improved Import & Export for Magento 2

If you follow how the integration process unfolds, you know that the add-on development hasn’t been possible without the core functionality of Magento 2 Improved Import & Export. The extension is a complex solution for both B2B and B2C businesses, so we step out to outline what you get by purchasing it:

  • Stable platform for multiple integrations, including CRM & ERP.
  • Advanced data management tool.
  • Multipurpose data synchronization channel.
  • Powerful booster for the most successful sale practices.

Import process with Improved Import & Export is intuitive. The extension allows setting up and running a job in a few minutes.

  • Import can be automatic or manual.
  • Cron scheduler answers for providing automatic updates.
  • Import is performed via API or from a file, Google Sheets, URL.
  • Attribute, category, and price mapping are available right in the job.

Data export demands just a few step configuration and provides filters for precise data extraction.

  • Export jobs are triggered upon specific events or scheduled with cron.
  • Exported data can be formatted in CSV, XML, Json, XLSX, ODS files so that you are able to insert it in any system database.

Improved import export Magento 2 possibilities flow use cases

Key features of Magento 2 Improved Import & Export

  • All product type support.
  • Import & export of most common B2C and B2B entities: inventory, customers, CMS pages and blocks, companies, quotes, etc.
  • Cron scheduling.
  • Rest & SOAP API synchronization.
  • Import & export with CSV, XML, Excel XLSX, ODS and Json files.
  • Mapping of categories, attributes, and attributes values.
  • Price adjustment.
  • Open-code and end-point customization.

Salesforce Competition

Salesforce is a major provider of cloud CRM solutions. Its goal is to create a healthy customer-oriented environment for business of any size by introducing a multipurpose management system. The core of Salesforce CRM relies hard on achieving full customer satisfaction while the supporting functionalities focus on delivering intuitive interface build so that any user can master it in no time.

General information

Run by a powerful AI, the Salesforce CRM has excelled in establishing standards for account administration, analytics on customer activity, lead tracking. Moreover, it has gone beyond that with the content customization platform, social media marketing app, all-channel customer care system, etc.

Salesforce editions

  • Salesforce Essentials’ is developed for small businesses with a maximum of 10 users.
  • The ‘Professional’ edition implies full use of the core CRM functionality and powers opportunities for integrations.
  • Enterprise’ is a full-stacked solution with real-time updates and productivity tools.
  • The ‘Unlimited’ edition, as you can see from the title, gives access to all the CRM features, including advanced customer service, partner solutions, and a partial sandbox per organization.

Note that all the editions are provided upon signing an annual contract.

Salesforce pricing

The Salesforce CRM pricing depends on the product and edition you order.

  • Sales Cloud and Service Cloud both go under the following pricing; for the ‘Essentials’ version you pay 25 $/mo. The ‘Professional’ plan demands the monthly bill of 75 $. The ‘Enterprise’ edition costs 150 $/mo. Unlimited access to the solution feature supposes 300 $ bill per month.
  • Sales Cloud + Service Cloud in bulk offer ‘Salesforce Essentials’ for 25 $/mo, ‘Lightning Professional’ with the monthly bill of 100 $, ‘Lightning Enterprise’ for the price of 175 $/mo, and ‘Lightning Unlimited’ — 325 $/mo.
  • Einstein Analytics consists of two plans: Einstein Predictions costs 75$/mo, price of Einstein Analytics Plus is defined upon a quote request.
  • The tools such as Marketing Cloud, Commerce Cloud, etc. also demand a quote request for price calculation.

Salesforce target audience

Salesforce CRM contributes to businesses of any size and cover needs of multiple industries, including communications, retail, manufacturing, non-profit, travel, etc.

Working with Adidas, Amazon Web Services, KONE, Salesforce has proven its leading position in the CRM market. To learn more about the Salesforce tools that were implemented by the most powerful corporations read the success stories here.

Salesforce API overview

  • SOAP API helps in managing accounts, leads, and custom objects, such as passwords, perform searches, and much more.
  • REST API is a powerful channel for integrations and working with massive data blocks. Moreover, it is a renowned tool for mobile application and web project development.
  • Bulk API unifies the REST principles on the administration of large sets of data and the SOAP specialty in optimizing real-time client applications.
  • Metadata API transfers data between a sandbox or a testing site version and a working system. For data customization migration Salesforce uses Force.com IDE and the Ant Migration Tool.
  • Apex gives the ability to create web and email services, custom business processes.
  • Visualforce is commonly used for building wizards and other multistep processes.

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