Magento Salesforce Integration | Two-way sync of Salesforce Contacts, Leads, and Users with Magento Customers.

Overview

Magento Salesforce Integration extension synchronizes Magento Customers with Contacts, Leads and Users in Salesforce and vice versa.
Here we will go through a guide to configure Magento - Salesforce Bi-directional Contacts, Leads and Users Sync.
Click here to read more about the Magento Salesforce Integration extensions extra features.

Installation Steps

Configuration Steps

1. Salesforce App Configuration

• Go to Salesforce login page and login as an Administrator.
• You will be represented with the home screen of Salesforce.

• Navigate to the Setup tab.

• Under the PLATFORM TOOLS section, navigate to the Apps in the left menu.
• Select the App Manager option.

• In the same window, head to the top right corner and select the Create External Client App to create a new Client Application.

• Enter the External Client App Name and Contact Email as shown below:
• Check the Enable OAuth checkbox under API (Enable OAuth Settings).

Connected App Name	Enter any name of your choice.
	NOTE: The Connected App Name can only contain underscores and alphanumeric characters. It must be unique, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.
API Name	Enter any name of your choice. By default it just copies the Connected App Name.
	NOTE: The API Name can only contain underscores and alphanumeric characters. It must be unique, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.
Callback URL	You will get this Callback URL from the Salesforce Integrations tab of Salesforce Integration extension in Magento
	NOTE: Make sure that URL must be present in https:// format.
Contact Email	Enter any email of your choice.
Available OAuth Scopes	Select Manage user data via APIs (api) and Perform requests on your behalf at any time (refresh_token, offline_access) options.

• For the callback URL, you can navigate to the extension’s Salesforce Configuration tab and can copy the Redirect URI as shown below.

• Select the Manage user data via APIs (api) and Perform requests at any time (refresh_token, offline_access) scopes from the Available OAuth scopes as shown below.

• Under the Security section, make sure to disable the Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows checkbox. Refer to the image below:

• Save this app.

• You can access the Consumer Key and Secret under Settings -> OAuth Settings by clicking on the Consumer Key and Secret button as shown below:

• You might get a 2FA prompt depending on the login policies, enter the OTP or 2FA prompt if asked, to get Consumer Key and Consumer Secret which are necessary to enable a connection between Salesforce and Magento.

Only for Manual Application Type

• Navigate to the extension and Under the tab Salesforce Configurations, paste the Consumer Key (Client ID) and Consumer Secret(Client Secret) from the Salesforce App.

Salesforce Domain (URL)	Salesforce Domain URL
Client ID	Paste the Consumer Key from Salesforce App
Client Secret	Paste the Consumer Secret from Salesforce App
OAuth Grant Type	Authorization Code
OAuth Scope	api refresh_token

• Click on the Test Configuration button. You will be prompted to enter your salesforce credentials, once entered, you will be asked for certain permissions, please click on Allow to connect to Salesforce. Click on Close to continue.

2. User Mapping

• Navigate to User Sync tab.
• Select the Salesforce user type you want to sync with Magento’s customers.

• Select the direction in which you want to sync the users i.e. from Magento to Salesforce or Salesforce to Magento.

• Map the salesforce attributes with Email, First Name and Last Name attributes as these are the mandatory attributes.

3. Map Additional Attributes

• Choose the Magento field: Select the desired Magento attribute from the first dropdown menu

• Choose the corresponding Salesforce field: Select the matching Salesforce attribute from the second dropdown menu
• Add the mapping: Click the orange plus (+) button to create the connection between these two attributes
• Save your configuration: Click the save button to apply and store these mapping settings
• If you want to sync Leads from Magento to Salesforce, Company attribute of Salesforce is mandatory to be mapped with any of Magento's Customer attributes.
• Select Magento customer group which you want to assign to Magento customers at the time of sync.
• Save the configurations.

Related Articles

• Magento Salesforce Integration
• Magento Salesforce Integration Solution
• Magento Security Solutions

Get in Touch

Please reach out to us at magentosupport@xecurify.com, and our team will assist you with setting up the Magento Salesforce Integration Extension. Our team will help you to select the best suitable solution/plan as per your requirement.