Finding it Tedious to Carry Out Magento and Salesforce Integration? Here’s a Step-by-Step Guide

Finding it Tedious to Carry Out Magento and Salesforce Integration? Here’s a Step-by-Step Guide

Industries today have transitioned towards eCommerce platforms to sell their products and services effectively. However, moving to the online world alone isn’t enough given the stiff competition among business owners. In a bid to stay ahead of their competitors, store owners are using various approaches to manage their eCommerce websites optimally. One such efficient and result-oriented approach involves the Magento 2 Salesforce integration 


While Magento is a prominent and highly favored eCommerce platform, the Salesforce commerce cloud is a popular CRM service where businesses can synchronize the customer experience flawlessly. Blending these powerful industrial forces enables you to obtain an all-in-one tool to enhance profits and offer quality customer service to your customers. However, for you to ensure this is a reality, you first need to understand how to integrate from Magento to Salesforce seamlessly. Here is how you can carry out Magento Salesforce integration successfully. 


How using Salesforce for your business requirements works wonders

It’s immensely vital to have a Salesforce account for your business. When setting up an account for your Salesforce extension, you are given confidential information such as client ID, client secret, and a refresh token. You are given this information so that Salesforce can authenticate all of the requests made from this account. Make sure that:

  • You obtain a bearer token from the server using the confidential information provided before making any request to Salesforce.
  • On obtaining the bearer token, you make a request to Salesforce servers. To do this, pass the same bearer token in the request header.

It's a standard approach that needs to be followed no matter what language your application is programmed in. 


How to use the Magento platform to sync online orders with Salesforce 

Usually, there are five steps you need to follow.


Step 1: Make a basic structure of the custom module

  1. First, it’s important to go to the Magento app and check for the code directory.
  2. Next, navigate to the app, code, and vendor directory so you can create a directory for Magento integration with Salesforce.
  3. Once the framework of the basic module is complete, it’s vital to upgrade the setup.


Step 2: Make a form template with required fields

  1. Next, create a directory structure, make a new file in the cart directory and save it. For any confusion, you can always get in touch with the experts. 


Step 3: Integrate form into the cart 

Once you make a form template, integrate the form into the cart page by creating a new file in the layout directory. Layouts can be modified based on your individual needs. Other than this, you can also apply your CSS and JS from the module.

Step 4: Send a request to the Salesforce server to push order information 

If you are looking to push data to Salesforce servers, it is immensely vital to have a bearer token (access token) from the response object. See that you store this bearer token properly. 

  1. Use confidential information to get the bearer token: To obtain this token in a hassle-free manner, Salesforce offers an endpoint to pass this secret information. Make certain you create a request to obtain this endpoint. 
  2. Make a call to this endpoint: You can make a call either from PHP code or Javascript code. After successfully calling the endpoint, you get a response object where you can extract the bearer token and keep it safe. 


Step 5: Deployment and testing

For the final step of Magento to Salesforce integration, all that is left to do is run the required commands to deploy the custom module. Once you verify the details, you can click on ‘Sign Confirmation’, where the user is offered the form to fill in their required details. 


So there you have it. That’s all you need for Salesforce Magento integration. While there are many platforms to integrate with Salesforce, we have exceptional expertise in Magento. Our experts go through a step-by-step process, keeping you in the loop at all times. The Magento marketplace can offer a wide range of opportunities and with the Salesforce CRM integration, you can seamlessly sync data from the two platforms in the back-end as it supports 100+ data fields. All in all, it's a faster and easier way for store owners to sync the data of products, customers, orders, invoices, and even promotions in a stress-free manner. 


Legred Vaz
Legred Vaz
Software Engineer
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