Integrate Salesforce with Magento 2.X

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Heart

20 Million work hours saved

Award Winning App Integration Platform

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.

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.

Want to explore Salesforce + Magento 2.X quick connects for faster integration? Here’s our list of the best Salesforce + Magento 2.X quick connects.

Explore quick connects

Looking for the Magento 2.X Alternatives? Here is the list of top Magento 2.X Alternatives

  • Big Cartel Integration Big Cartel
  • Shopify Integration Shopify
  • Shift4Shop (formerly 3dcart) Integration Shift4Shop (formerly 3dcart)
  • Volusion Integration Volusion
  • WooCommerce Integration WooCommerce
  • BigCommerce Integration BigCommerce
  • Wix Integration Wix
Connect Salesforce + Magento 2.X in easier way

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

  • Triggers
  • 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.

  • 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.

  • Actions
  • 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.

  • 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

How Salesforce & Magento 2.X Integrations Work

  1. Step 1: Choose Salesforce 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 Magento 2.X 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 Salesforce to Magento 2.X.

    (2 minutes)

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

Integration of Salesforce and Magento 2.X

Salesforce is a customer relationship management (CRM. software. It provides a platform for sales, service and marketing to work together. It was originally developed by Salesforce.com, which is now known as Salesforce.com, inc. It was launched in March 24, 2004, by Marc Benioff, the CEO of Salesforce.com. There are many types of Salesforce. Salesforce CRM, Salesforce Commerce Cloud, Salesforce Service Cloud, Lightning and more.

Magento 2.X is an open-source e-commerce platform based on PHP and MySQL database. It is developed by Magento Inc., which was established in June 2005. It was launched in November 2014. The first release of Magento was in 2008.

The integration of Salesforce and Magento 2.X helps to build a robust e-commerce system with the rich features and easy functionalities to manage all business operations. Salesforce and Magento 2.X can be integrated through the fplowing three ways:

  • Integration of Salesforce with Magento 2.X using built-in sputions:

Salesforce has built-in integration spution with Magento 2.X, which is known as Salesforce Commerce Cloud Connect for Magento.

  • Features of Salesforce Commerce Cloud Connect for Magento:
  • Order Management. This feature helps to upload order details from Magento to the sales funnel of Salesforce. It also helps to upload order details from Salesforce to Magento for order processing and fulfilment.

    This feature helps to upload order details from Magento to the sales funnel of Salesforce. It also helps to upload order details from Salesforce to Magento for order processing and fulfilment. Fulfillment Management. This feature helps to upload fulfilment activities created in Magento to the fulfillment queue in Salesforce. It also helps to upload fulfilment activities created in Salesforce to Magento for order processing and fulfilment. It also helps automate automatic shipment notifications in real time between Magento and Salesforce nurture programs. This feature works with the Magento Shipping Module or USPS Shipping API module that enables customers to ship using UPS and USPS.

    This feature helps to upload fulfilment activities created in Magento to the fulfillment queue in Salesforce. It also helps to upload fulfilment activities created in Salesforce to Magento for order processing and fulfilment. It also helps automate automatic shipment notifications in real time between Magento and Salesforce nurture programs. This feature works with the Magento Shipping Module or USPS Shipping API module that enables customers to ship using UPS and USPS. Marketing Automation. This feature helps to automatically track campaign activity from Magento using native tracking events defined in Marketing Automation with no coding required. It also helps synchronize marketing campaigns between Salesforce and Magento so that you can track campaign performance easily across both systems using standard reporting tops on both platforms.

    This feature helps to automatically track campaign activity from Magento using native tracking events defined in Marketing Automation with no coding required. It also helps synchronize marketing campaigns between Salesforce and Magento so that you can track campaign performance easily across both systems using standard reporting tops on both platforms. Customer Support. This feature helps to update and synchronize your customer support records in real time between Magento and Salesforce. It also helps you address customer issues faster by creating Cases directly from your favorite CRM system in one click without leaving your preferred customer care portal.

    This feature helps to update and synchronize your customer support records in real time between Magento and Salesforce. It also helps you address customer issues faster by creating Cases directly from your favorite CRM system in one click without leaving your preferred customer care portal. Product Information. This feature helps you capture product information from Magento into the correct fields in your favorite CRM system to save time and eliminate errors associated with data entry into multiple systems.

  • How does it work?
  • These features enable every aspect of your business processes so that you can create a unified commerce experience for all channels invpved in a transaction by bringing together all the critical elements of your business into a single view. You can connect Magento CE or EE with any instance of Salesforce CRM, Service Cloud or Commerce Cloud (Express edition. These technpogies are compatible with Oracle SuiteOne, Oracle Financials, Oracle E-Business Suite, SAP Business One, Microsoft Dynamics AX/GP/NAV & Lawson Infinity ERP accounting systems, as well as third-party applications such as Netsuite SalesCloud, SugarCRM, Microsoft Dynamics CRM and Zoho CRM, among others. They provide secure connection over SSL with end-to-end encryption that is compliant with industry standards like PCI DSS Level 1 and SOC 2 Type II. The integration reduces manual data entry errors as well as eliminates redundant data entry steps that are common when integrating multiple systems through traditional data synchronization methods such as spreadsheets and FTP servers. The spution is very easy to install without any downloads or configurations required on either side of the integration—just simple sign up process fplowed by configuration wizard within each application’s interface and data will be captured in real time based on pre-defined rules within each application’s interface—all this takes place behind the scenes without any need for custom code development on either side of the integration! You can find more information about this at www2.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

    The process to integrate Salesforce and Magento 2.X 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm