IntegrationCLORASCRMmagentosalesforce

Magento 2 Salesforce CRM Integration using Cloras Middleware

By November 2, 2018 No Comments

If you own an online store that runs on Magento 2 along with a Salesforce CRM, you may have come across this challange – how does Magento 2 Salesforce integration works and is that a 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 Integration

CLORAS – 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 into 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 a connect APP details.

Cloras Services

REST, one of the industry standard API feature of cloras, is used to integrate magento with Salesforce for bidirectional information transfer. REST API services allows to sync Customer and Order data into Salesforce. Similarly, Salesforce uses the REST API to send back customer address update, product create, and update.

Magento salesforce connector

Magento 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 Magento2.

Mapping fields

magento 2 salesforce account

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 salesforce contact

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 salesforce opportunity

Magento 2 Customer with Salesforce Leads

A 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
magento 2 salesforce lead

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

Jothibasu

Jothibasu

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.