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Table of Contents

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  1. Make sure you installed the latest Salesforce packages version: Installing & Upgrading Salesforce Managed Packages
  2. Configure package push data to the Magento: Salesforce to Magento 2 sync setup
  3. Disable the "Secret Key to URLs" in Magento, this one is necessary to make links works from the Salesforce:

    • Login to admin panel and go to Stores -> Configuration.
    • Under Advanced section, click on Admin tab.
    • Under Security subsection, change the value of Add Secret Key to URLs to No.
    • Click on Save Config button to save the configuration.
  4. After our module installation open the "Quick Order" config page: 
  5. Here you can Enable/Disable this feature or change the security settings of this module:

    Info

    Our module generates a temporary token to provide you with access to the Magento admin area. 

    1. Allow Quick Order - here you can enable or disable this module feature
    2. Quick Order Token time to live - how long a link generated by Salesforce will be valid. 
    3. Quick Order Token size - how big token will be created.
    4. Delay after the wrong request - to prevent brute-force attacks our module will lock the module after an incorrect authorization attempt for the time defined here.


IMPORTANT: You also need to remove the security key from URLs

https://magento.stackexchange.com/questions/178947/magento-2-how-to-remove-encryption-key-from-url

Salesforce setup:

  1. Install our latest packages version: Installing & Upgrading Salesforce Managed Packages
  2. Setup Custom salesforce domain: https://sfdcmonkey.com/2017/02/10/enable-custom-domain-salesforce/
    Actually, you should go to the Setup → My Domain and create custom domain



  3. Add the "Magento Quick Order Action" component to your Contact page layout:
    Open some Contact page and click the "Edit page"


    Drag and drop the "Magento Quick Order Action" component on your page:

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