Magento Guide
Magento
Magento + SalesForce
Synchronise Magento with SalesForce
Increase the productivity of your Magento store by integrating with SalesForce to better manage your sales.
Synchronise your Orders
Import or export your orders from one application to another.
Track your Inventory
Keep your inventory up to date by synchronising your stock levels.
Synchronise your Contacts
Synchronise contacts and customers between your applications.
Export your Invoices
Replicate your invoices and save your important data.
What solutions does SalesForce offer?
Salesforce offers solutions for sales management, marketing automation, partner relationship management, customer service.
Can I import data from Excel into the Salesforce CRM?
Yes, since you can export data from Excel as a CSV (comma-separated values) file, you can then import it into your Salesforce CRM. You can also import data from Outlook, ACT!, GoldMine, or any program that can export data in the CSV format.
Do I have to install a plugin in Magento for the integration to work?
No need for a plugin, as Magento Commerce offers an API, which enables businesses to integrate the software with various third-party enterprise resource planning (ERP) applications, by communicating directly with the open API.
Does Magento provides marketing strategy tools?
Using Magento Commerce's business intelligence (BI) tools, sales professionals can consolidate data from multiple sources to gain a 360-degree view of all operational processes. Administrators can use the dashboard to analyze various metrics such as customer lifetime value, repeat order probability and high-performing products. Other features include brand management, reporting, regulatory compliance, design themes, shipping, data visualisation, inventory tracking and more.
Connect Magento and SalesForce
No-code platform, start integrating in a matter of minutes.
Synchronisation
Automatically trigger your syncs on predefined events.
Universal Connector
Connect and synchronise your applications without any technical knowledge.
User Interface
Observe in real time the data transferred from one app to another.
Resilience and Security
Enjoy fully encrypted communications and transfers.
Multi-user Account
Work as a team and regulate the permissions of your team members.
Statistics
Follow the frequency of your synchronisations over time.
Integration Guides
Tips to integrate Magento and SalesForce easily
Magento is an e-commerce platform that offers merchants control over the content and features of their stores. Magento Commerce represents about 30% of the total market share.
SalesForce is an online CRM software for enterprises looking for a SaaS customer management solution. Salesforce is the leader in customer relationship management and will help you better track and understand your sales.
Questions about the integration?
Request more info on Magento + SalesForce integration
