Integrate Magento 2.X with Salesforce

Appy Pie Connect allows you to automate multiple workflows between Magento 2.X and Salesforce

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  • Lightning Fast Setup
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About Magento 2.X

Magento 2.x is an open-source e-commerce platform written in PHP. It is one of the most popular e-feature-rich platforms that you to manage your eCommerce store without any hassle.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best Magento 2.X and Salesforce Integrations

  • Magento 2.X Integration Salesforce Integration

    Magento 2.X + Salesforce

    Create Lead to Salesforce from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Salesforce Integration Create Lead
  • Magento 2.X Integration Salesforce Integration

    Magento 2.X + Salesforce

    Create Custom Object to Salesforce from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Salesforce Integration Create Custom Object
  • Magento 2.X Integration Salesforce Integration

    Magento 2.X + Salesforce

    Create Contact to Salesforce from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Salesforce Integration Create Contact
  • Magento 2.X Integration Salesforce Integration

    Magento 2.X + Salesforce

    Update Contact in Salesforce when New Sales Order Shipment is created in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Salesforce Integration Update Contact
  • Magento 2.X Integration Salesforce Integration

    Magento 2.X + Salesforce

    Update Custom Object in Salesforce when New Sales Order Shipment is created in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Salesforce Integration Update Custom Object
  • Magento 2.X Integration {{item.actionAppName}} Integration

    Magento 2.X + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Magento 2.X + Salesforce in easier way

It's easy to connect Magento 2.X + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when Magento gets a new customer.

  • New Order

    Triggers when a new order is created (with line item support).

  • New Product

    Triggers when a new product is created in Magento.

  • New Sales Order Credit Memo

    Triggers when a new sales order creditmemo is created.

  • New Sales Order Invoice

    Triggers when a new sales order invoice is created (with line item support).

  • New Sales Order Shipment

    Triggers when Magento gets a new sales order shipment (with line item support).

  • Updated Customer

    Triggers when Magento gets a updated customer.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Category

    Create a new category

  • Create Customer

    Create a new customer

  • Create Order

    Create a new catalog order

  • Create Product

    Create a new catalog product

  • Create Sales Order Comment

    Create a new sales order comment

  • Create Sales Order Invoice

    Create a new sales order invoice

  • Create/Update Product

    Create/update a new catalog product

  • Update Product

    Update a catalog product

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Magento 2.X & Salesforce Integrations Work

  1. Step 1: Choose Magento 2.X as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Magento 2.X to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Magento 2.X and Salesforce

A. Magento is an open source e-Commerce platform, originally developed by Varien (now Magento Inc.), and released in 2008.Magento has a reputation for being scalable, customizable, and well supported by its parent company.

B. Salesforce is an online customer relationship management (CRM. offering from Salesforce.com. It was created in 1999 by entrepreneurs Parker Harris, Dave Moellenhoff and Frank Dominguez.Salesforce offers a variety of services including CRM, marketing automation, analytics, etc., for a range of industries.Salesforce provides software as a service (SaaS), which means that rather than installing software on your own servers, you use the Salesforce servers via a web browser.Salesforce is used by organizations ranging from startups to Fortune 500 companies.C. The most common way to access Salesforce data outside of Salesforce is through a REST API. This allows you to connect your data with other applications.

Integration of Magento 2.X and Salesforce

  • Magento 2.X is a modern platform that includes both features and functionality that meets the demands of today's e-commerce stores.
  • Salesforce products are widely used in all around the world, which can be integrated with Magento 2.X to build the most professional E-commerce store, it will help to expand business opportunities and increase customer traffic.
  • Salesforce integration enables users to create and manage products in Magento 2.X directly from their Salesforce user interface without leaving the platform.
  • Magento 2.X is highly compatible with many of the industry's most popular ecommerce platforms including WooCommerce, Shopify, OpenCart, and 3dcart.
  • With Salesforce integration, we can quickly get our orders from Magento 2.X to Salesforce with a simple click for more efficient order processing and accurate data capture.
  • Salesforce allows users to complete marketing activities in one place, including lead generation, email marketing, mobile marketing, social media marketing, field marketing, advertising and more.
  • Salesforce integration allows users to track customers' behaviors and monitor their activities on the website through automated tracking tops and advanced reports.
  • Salesforce integration enables users to build a personalized shopping experience for customers by using their data directly from Salesforce to deliver more relevant content and product recommendations based on their preferences and purchase history.
  • With Salesforce integration, users can cplect customer feedback at different stages of the customer lifecycle, and facilitate improvement of products through the customer ratings feature. They can also convert customer feedback into actionable insights for future campaigns and other marketing strategies by using sales reports section within the app.
  • Although the benefits of Salesforce integration are clear, it can bring some challenges along with it as well. For example, maintaining consistency between data between two platforms can be challenging when you're not using any integration tops or APIs provided by the two providers themselves. When integrating any two platforms together, you need to make sure that there is consistency between these two platforms so that they can both benefit from the integration successfully. You need to use API(s. provided by Magento 2.X and Salesforce if possible so that you can overcome this challenge effectively.

In conclusion, Magento 2.X is an excellent platform for e-commerce business owners to integrate with Salesforce to enhance customer experience, improve efficiency, and increase sales revenue effectively!

The process to integrate Magento 2.X and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.