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Before you start to work with Salesforce modules in Magento you have to prepare and configure your Salesforce account.

1. Create new account at https://developer.salesforce.com/signup .

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2. Fill all required fields and click “Sing me up“ button.

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3. Now you need to confirm you account and complete registration.

  • Go to you email box - open “Welcome to Salesforce: Verify your account“ email and click on “Verify Account“ button

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4. Provide Password and Security Question. Click on “Change password“ button

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5. Next imported step is to Enable Quotes in Salesforce

  • Click on “Gears“ - “Setup” button

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  • Type “Quote Settings“ into “Search Setup” field and click on it

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  • Click on “Enable“ button

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  • Select the page layouts that should include the Quotes related list and click “Save” button

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6. Now you are able to Installing & Upgrading Salesforce Managed Packages

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Please follow the instruction on “Installing & Upgrading Salesforce Managed Packages“ page

7. Next step is to Reset Security Token

  • Click on “View Profile“ button and select “Settings“ link

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  • select “Reset My Security Token“ tab and click on “Reset Security Token“ button

  • Check Your Email and save Security Token for next use

8. Create Price book for you Magento web site

  • Click on “Apps“ button and type “Price books“ into “Search apps and items” field

  • click on Price books item

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  • click on “New“ button to create new price book

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  • provide “Price Book Name”, mark “Active“ checkbox and click “Save“ button

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9. Generate and save the WSDL file

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Refer next article Generating the WSDL file

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