Magento 2 Salesforce is the most popular and powerful CRM platform that provides a great solution to drive your business growth. Magento 2 Salesforce CRM Integration is an effective marketing tool that allows you to track your customer, payment status and keep customer relationship all in one online system.
Salesforce will bring many benefits for your growth business like:
If you use both Magento 2 platform and Salesforce now and you find hard to import/export data from Magento 2 Salesforce system, Mageplaza Salesforce Integration for Magento 2 will be the choice for you. All customer information and sale activity will be automatically synchronized from your Magento store to Salesforce system immediately as long as internet available. Transferring correct information will help you explore accurate decision that plays critical role in growing your business and building effectively your customer relationship.
The customer information will be updated/ deleted in Salesforce Leads, Accounts or Contacts whenever customer account is updated/ deleted. Store owner can enable or disable these functions in Backend configuration.
Customer information will be automatically synchronized to Salesforce Leads when there is an new account signed up.
Whenever a customer places an order, his/ her information will be automatically synchronized in Salesforce's Accounts and Orders
Whenever a new invoice be created, the invoice information will be auto-updated to Salesforce Invoices
A new campaign will be auto-updated to Salesforce Campaigns whenever store owner add/update a new promotion.
When a new product is added or an existing one is edited/ deleted, a record will be updated in Salesforce's Products
Admin can mapping Magento fields with Salesforce object fields such as: customer name, fullname, lifetime sales ...
Admin can track data: customers, orders, products synced to Magento 2 Salesforce Integration system or not.
A: This extension will work base on using API, so make sure you are using Salesforce Edition that include API feature. The Salesforce Edition include API as following list:
Your store must be running on Magento Community Edition version 2.0.x. And the Salesforce Edition you are signed up should be included API plugin as we mentioned.
We guarantee give you 1-year free support and upgrade for all our paid extension. If you have any question or need any assistance, please don’t hesitate to let us know. We are grateful to help you.
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