MAGEFORCE - Salesforce SetUp - English Version
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Video guide about Salesforce setup for MAGEFORCE Magento extension. MAGEFORCE is an extension developed by Alfa9 and it's purpose is to synchronize Magento and Salesforce instances. MAGEFORCE is the first extension that combines the versatility of the best CRM in the market, SalesForce Enterprise, with the performance of the world No. 1 Ecommerce platform, Magento. MAGEFORCE extension allows: - Working with Salesforce Enterprise licenses: - Load the wsdl file with the definition of Enterprise objects. - Possibility of mass timings from lists. - Easy to debug errors and configuring alerts. - Developed using Magento Best Practices. - Multisite and Multistore. - Easy to configure. - 100%Customizable. - Unidirectional data synchronization: Magento to Salesforce: - Synchronization Magento Products with price (using SalesForce Pricebook). - Synchronization Magento Customers with default addresses for billing and shipping. - Synchronization Magento Shopping Cart as SalesForce Opportunity Proposal. - Synchronization Magento Order as SalesForce Opportunity, completed orders as Closed Win, and canceled as Closed Lost. - Synchronization Magento Contact (Magento contact form) as SalesForce Leads. Compatible with Magento v.1.7+
Transcript of MAGEFORCE - Salesforce SetUp - English Version
Salesforce Setup
1. RequirementsTo be able to install the Extension you need to meet the following requirements:
Administrator access to Magento System Administrator access to Salesforce Implemented and enabled Person Accounts in Salesforce
https://login.salesforce.com/help/pdfs/en/salesforce_B2C_implementation_guide.pdf
2. Salesforce setup
2.1 Defining Custom Fields
Naming conventions• Accounts
– MagentoID (MagentoID__c) – 20 chars. text• Products
– MagentoID (MagentoID__c) – 20 chars. text• Opportunities
– MagentoOrderID (MagentoOrderID__c) – 20 chars. text– MagentoQuoteID (MagentoQuoteID__c) – 20 chars. text– OrderNumber (OrderNumber__c) – 12 chars. text
2. Salesforce setup
2.1 Obtaining WSDL files
3. Magento configuration
3.1 Uploading WSDL files
3. Magento configuration
3.2 Defining Fields mapping
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