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Two Powerful Platforms
Magento is the World’s #1 eCommerce platform and the leading one in the Internet Retailer Top 1000, B2B 300, Europe 500 lists. With this stature, Magento is the linchpin of more than 250,000 merchants across the planet handling over $100 billion in gross merchandise volume.
In addition, 41 out of top 300 B2B commerce companies are powered by Magento Commerce Platform. Moreover, Magento was named as a Leader by Gartner Inc. in the 2017 Magic Quadrant for Digital Commerce. Thanks to the agility, scalability, and extreme flexibility as customer demands and marketplace are changing rapidly.
Salesforce is the #1, fully integrated, CRM platform with extensive functionality for Sales, Customer Service, Digital Marketing, B2B marketing, Financial Services, Analytics, Commerce, Community, Productivity, and IoT. Salesforce is the only Cloud Computing company to achieve a $10 billion revenue run rate as of Aug 2017. That said, Salesforce CRM is the one-stop solution for every commerce needs and it allows you to sell, service, market, and build apps – all from a single platform.
Magento 2 – Salesforce Integration
It’s always been hectic and laborious for eCommerce companies to integrate their CRM (e.g., Salesforce) with their storefront (e.g., Magento 2) in order to access shipping addresses, email ids, phone numbers, history of purchases of a customer, and so on. This article explains a solution to integrate Salesforce with Magento 2 platform to retrieve desired information.
REST, one of the industry standard API feature of Magento 2, is used to integrate with Salesforce for bidirectional information transfer. REST API services allow syncing Customer and Order data into Salesforce. Similarly, Salesforce uses the REST API to send back updates on customer address, product details, and similar data.
Data Services – Salesforce
There are two ways of integrating a new customer into Salesforce: either as Leads or as Contacts. It’s impossible to integrate a new customer as both a lead and a contact.
Note: Before you follow these steps, make sure you have an OAuth Token to connect to Salesforce. Furthermore, steps described here are just the basics and furnished to guide the developer community.
Creating a Lead
To create a new customer under Leads, use below service and example JSON data.
REST URL: Instance_url/services/data/version/sobjects/Lead/
Example Json data:
{“City”: “fremont”, “FirstName”: “David”, “LastName”: “Church”, “Company”: “Dckap Technologies”, “Phone”: “1234567890”, “Country”: “US”, “Email”: “test@dckap.com”}
Mapping fields
| salesforce | Magento |
| FirstName | firstname |
| LastName | lastname |
| City | city |
| State | region |
| Country | country_id |
| Phone | telephone |
| PostalCode | postcode |
[POSTCTA]
Creating a Contact
To create a new customer under Contacts, use the below service and example JSON data.
REST URL: Instance_url/services/data/version/sobjects/Contact/
Example JSON data:
{“City”: “fremont”, “FirstName”: “David”, “AccountName”: “Dckap Technologies” “LastName”: “Church”, “Company”: “Dckap Technologies”, “Phone”: “1234567890”, “Country”: “US”, “Email”: “test@dckap.com”}
Mapping fields
| salesforce | Magento |
| FirstName | firstname |
| LastName | lastname |
| AccountName | company |
| City | city |
| State | region |
| Country | country_id |
| Phone | telephone |
| PostalCode | postcode |
Creating Opportunities
When a new customer is registered in Magento, it will also be created in salesforce under Opportunities.
Service URL: Instance_url/services/data/version/sobjects/Opportunity/
Example JSON data:
{“Name”: “Dckap Technologies”, “Account”: “Dckap Technologies”}
Mapping fields
| salesforce | Magento |
| Name | company |
| Account | company |
Hope the article was useful. Please let us know if you have any queries or comments.
Endless integrations with Magento 2 for your eCommerce business is here. Talk to our Magento 2 experts about your integration requirements.
