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To avoid record duplication, our solution has built-in logic to to perform record lookup.

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  • Account:
    • by the company name and name on the Account
  • Lead, Person Account and Contact Lookup:
    • by email
    • by the MagentoIdMagento ID


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If Magneto has the customer account scope set to "per website", the additional condition (wesbite) will be added to the lookup logic.

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Single store and multi-store setupa setups are supported. Merchants are also able to take advantage of multi-currency configuration in Magento and Salesforce.

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Order and Order Products

A Magento order may be syncronized synchronized with Salesforce as an Oppotunity Opportunity or as a Salesforce Order. 

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Salesforce Order is used for paid orders and the Opportunity is used for quotes and unpaid orders.


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There is no native shipment capability in Salesforce. We've implemented a custom solution to allow you to track Magento shipments and tracking numbers in Salesforce.

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There is no native invoice capability in Salesforce. We've implemented a custom solution to allow you to track Magento invoices in Salesforce.

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Credit Memo

This feature allows you to synchronize Magento Credit Memos with Salesforce:

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