How to integrate Salesforce with Magento 2?

This article is for those who want to incorporate Saleforce to their Magneto 2 store

Let’s understand what sales force is all about?

Salesforce is a customer relationship management (CRM) system. It is a very potential means; it has a lot data / information incorporated in it. Data related to customers, market, products and any other information related to sales. Incorporating saleforce to Magento 2 will help in running the business smoothly and effectively. It can administrate customer relationship, activities related to marketing and advertising.

Saleforce is a flexible platform. Even if one is not a developer it can be easily used by simply dropping and dragging.

How to integrate Salesforce on Magento 2

The following are the steps to integrate salesforce on Magneto 2.

• Step 1: Signing up with Zapier Account
• Step 2: Signing up with sale force
• Step 3: Integrate Magento 2.
• Step 4: Integrate Salesforce so that it can collect all the data from Magneto 2.x store

Step 1: Sign up the Zapier account

• Signup Zapier

Step 2: Sign up the salesforce account

• Signup Salesforce
• When you log in into Zapier, select the option “Make a Zap” to start integration.

Step 3: Integrate Magento 2.x

• Choose a Trigger App which you want to integrate with the Magaento 2.x store. For reference check the image given below.

• The next step is to select Magento 2.x Trigger from the options listed below. Choose an option as per the requirement such as new customer .The save the option to continue to the next step.

• The next step is to connect Magento 2.x account for the same the URL details are to be filled like the Full Domain, Admin username, and admin password. For better understanding follow the image given below.
• Once the Magento 2.x account is created the screen will display as below image, select save and continue.

• Magento 2.x has been successfully generated .Please continue with the next step.

Step 4: Integrate Salesforce

• In Choose an Action Appfield, select Salesforce

• Then, select Salesforce action as create contact and then click on Continue:

• Further, you need to select Salesforce account by the way: Click on Connect an Account and follow the guide.

For creating the template, Salesforce contact has to be set up .All the required data/information has to be entered for the same.

Salesforce has been successfully integrated .The final step is to set the Zap name to complete the process.

• Great! From now your Zap will auto-check your Magento 2.x for new customer.

This is the end of the tutorial on: How to integrate saleforce with Magento 2.x

If you still failed to integrate, then hire Mage Monkeys for the Magento integration service.