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Magento 2 Salesforce CRM Integration using DCKAP Integrator Middleware

By |November 2, 2018 May 10th, 2022No Comments

If you own an online store that runs on Magento 2 along with a Salesforce CRM, you may have come across this challenge – how does Magento 2 Salesforce integration works and is that an easy solution for my organization to take it up.

Magento 2

Magento, an Adobe Company, is the world’s leading Multi-Channel Enterprise Commerce that empowers thousands of retailers and brands with the best eCommerce platforms and flexible cloud solutions to rapidly innovate and grow. It’s the only commerce platform to integrate both B2B and B2C experiences. Being part of the Adobe Experience Cloud, now the entire journey from content creation and analytics to marketing and commerce is integrated into one cloud platform.

Salesforce

Salesforce is the world’s No.1 Customer Relationship Management (CRM) platform that offers an array of cloud-based applications for sales, service, marketing, and more. You don’t require IT experts to set up or manage the products and can simply log in and start connecting to customers in a whole new way.

Magento 2 Salesforce CRM Integration

DCKAP Integrator

– Cloud Rapid Automation System, a cloud middleware that acts as an intermediate connector, handles the data flow between multiple data points such as ERP, CRM, eCommerce, etc. It simplifies all aspects of digital commerce integrations and helps you to sell smarter, better, And faster.

Features

  • Schedule updates on Accounts, Contacts, Leads, and more.
  • Manual update of Accounts, Contacts, Leads, and more.
  • Active Log.
  • Advanced Report.

Minimum Requirements

Let’s take a quick look at the minimum requirements for Magento 2 & Salesforce Integration.

Magento 2

  • Your store must be running on Magento 2 Community Edition.
  • OAuth credentials (consumer key, consumer secret … etc)

Salesforce

  • Salesforce Edition you are signed up.
  • Created connect APP details.

DCKAP Integrator Services

REST, one of the industry-standard API features of DCKAP Integrator, is used to integrate Magento with Salesforce for bidirectional information transfer. REST API services allow us to sync Customer and Order data into Salesforce. Similarly, Salesforce uses the REST API to send back customer address update, product creation, and updates.

Magento 2 Salesforce CRM Integration using DCKAP IntegratorMagento 2 Customer with Salesforce Account

A Customer/Guest information will automatically be synchronized with a particular time interval to Salesforce Accounts when a new order is created by an existing/new Customer in Magento 2.

Mapping fields

Magento 2 Customer with Salesforce Contacts

Similarly, a Customer/Guest information will automatically be synchronized with a particular time interval to Salesforce Contacts whenever a new order is created by an existing/new Customer in magento2.

Mapping fields

Magento 2 Customer with Salesforce Opportunities

The same process is followed here as well. A customer order information will be automatically synchronized with a particular time interval to Salesforce Opportunities when a new order created in Magento2.

Mapping fields

Magento 2 Customer with Salesforce Leads

Customer information will be automatically synchronized with a particular time interval to Salesforce Leads when a new account has signed up in Magento2 and when the customer adds a new Contact.

Mapping fields

Hope this blog gives you an overall insight into Magento 2 and Salesforce integration using DCKAP Integrator. Stay subscribed to get notified about other integrations.

Jothibasu J

Author Jothibasu J

Jothibasu is a Senior Software Engineer with 6+ years of experience in PHP and Magento. His interests include playing volleyball during the weekends and watching science fiction movies. He is an active contributor to the Magento StackExchange forum.

More posts by Jothibasu J

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