Installation & Setup Options
Onboarding | Includes |
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Basic | - Introductory call with all parties involved to review the necessary onboarding steps
- Delivery of the installation instructions to Magento SI (and Salesforce SI/Admin)
- Review product configuration with all parties (“you” and your System Integrators)
- Review default data mappings with all parties (“you” and your System Integrators)
- Consultation and training sessions (refer to your product tier for the included hours)
- Go-LIVE preparation
- Product hand-off
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Standard | - Product installation (up to 2 environments, usually LIVE and STAGING)
- Magento extension installation
- Salesforce managed package installation
- Review product configuration with the Customer (“you”)
- Review default data mappings with the Customer (“you”)
- Consultation and training sessions
- Go-LIVE preparation
- Creating the Go-LIVE checklist
- Launching the integration
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White-glove | - Product installation (up to 3 environments, usually LIVE and STAGING)
- Magento extension installation
- Salesforce managed package installation
- Review product configuration with the Customer (“you”)
- Review default data mappings with the Customer (“you”)
- Setting up custom PriceBooks in Salesforce for each Magento Website
- Order statuses set up in Salesforce to match Magento (one time)
- Migrating data mappings from STAGING to LIVE Magento environment
- Setting up custom field mappings (based on your requirements)
- Handling WSDL file updates in Magento
- Full historical data sync for all supported entities
- Working with Salesforce and Magento Solution partners to resolve customization conflicts in either platform
- Consultation and training sessions
- Creating Dashboards
- Go-LIVE preparation
- Creating the Go-LIVE checklist
- Launching the integration
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Support Options
Support Tier | Includes |
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Standard | |
Bronze | Everything from Basic, plus... - Access to our Customer Support Portal
- Annual review of the sync queue & errors
- Annual data & integration statistics report
- Quarterly Integration Upgrade Consultation
- After upgrading the integration, we will conduct basic tests covering:
- Only products, customers, and orders sync will be tested to confirm the integration is working
- Staging environment ONLY
- Your team will be responsible for testing all necessary business flows and scenarios on all other environments
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Silver | Everything from Bronze, plus... Dedicated Slack channel & access to Email support - Support windows
- Weekdays (excluding weekends and major US holidays)
Response SLA's
- Semi-annual review of the sync queue & errors
- Semi-annual data & integration statistics report
- Quarterly Integration Upgrade Consultation
- After upgrading the integration, we will conduct basic tests covering:
- All integration objects/records will be tested to make sure the integration is working correctly
- Up to two (2) environments ONLY
- Your team will be responsible for testing all necessary business flows and scenarios
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Gold | Everything from Silver, plus... |
Platinum | Everything from Gold, plus... - Support windows
- Weekdays (excluding weekends and major US holidays)
- Weekends (Slack or email support only for Critical issues and questions)
Response SLA's - Weekly review of the sync queue & errors
- Weekly data & integration statistics report
- Monthly Integration Upgrade Consultation
- After upgrading the integration, we will conduct basic tests covering:
- All integration objects/records will be tested to make sure the integration is working correctly
- Up to two (2) environments ONLY
- Your team will be responsible for testing all necessary business flows and scenarios
- Monthly reports with our recommendations on how to improve your (Adobe Commerce + Salesforce platforms & processes to get the most from them)
- Build and maintain key business health and sales reports and dashboards for the leadership team
- Fractional CTO services to help improve and optimize your operations & business processes
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