Customer
We support several use cases:
- Ability to capture a potential customer as a Lead in Salesforce before they make a purchase
- Capture Magento customer as a B2B Account + Contact
- Capture Magento customer as a B2C Person Account
To avoid record duplication, our solution has built-in logic to to perform record lookup.
- Account:
- by the company name and name on the Account
- Lead, Person Account and Contact Lookup:
- by email
- by the MagentoId
If Magneto has the customer account scope set to "per website", additional condition (wesbite) will be added to the lookup logic.
Product and Product Prices
Single store and multi-store setupa are supported. Merchants are also able to take advantage of multi-currency configuration in Magento and Salesforce.
Order and Order Products
A Magento order may be syncronized with Salesforce as an Oppotunity or as a Salesforce Order. Salesforce Order is used for paid orders and the Opportunity is used for quotes and unpaid orders.
Shipment
There is no native shipment capability in Salesforce. We've implemented a custom solution to allow you track Magento shipments and tracking numbers in Salesforce.
Invoice
There is no native invoice capability in Salesforce. We've implemented a custom solution to allow you track Magento invoices in Salesforce.
Credit Memo
This feature allows you synchronize Magento Credit Memos with Salesforce: