Installation & Setup - RACI Table
The scope of all activities in this table is limited to the connector between Magento and Salesforce only.
The client may not always have internal capacity and full-time staff to handle the internal workings of Salesforce and/or Magento. In these situations, Salesforce SI and Magento SI partners are usually there to fill the gap. if no internal teams are available and if no SI is assigned to help, PowerSync assumes that responsibility as a fallback option.
Select Onboarding Plan
| Activity | PowerSync | Client (Business) | Client (Salesforce Team) or a System Integrator | Client (Magento Team) or a System Integrator |
|---|---|---|---|---|
| Adding Magento extension into a version control system (or manually installing the code into a DEV or Testing Magento environment) | R | C | I | A |
| Installing Salesforce managed packages into Salesforce Sandbox | C | I | RA | I |
| Configuration changes post managed package installation | R | I | A | I |
| Generating Enterprise WSDL file | C | I | R | I |
| Uploading the WSDL file to Magento (or adding it to Version Control for the website) | A | I | C | R |
| Creating custom pricebooks in Salesforce Sandbox | C | I | R | I |
| Review Integration configuration and setting defaults | R | A | C | I |
| Setting up Magento CRON jobs for DEV or Test Magento environment | AC | I | I | R |
| Running foundation tests w/ basic mappings | R | A | I | C |
| Testing the integration in DEV or Test Magento environment and Salesforce Sandbox | C | R | A | I |
| Setting up custom mappings from Magento to Salesforce | C | IC | A | R |
| Setting up custom mappings from Salesforce to Magento | C | IC | R | A |
| Moving the Salesforce managed packages to LIVE Salesforce Org | C | I | RA | I |
| Generating the WSDL file for the LIVE site integration | A | I | R | I |
| The configuration of the Salesforce org to mimic Sandbox (including Pricebooks setup) | A | I | R | I |
| Deploying Magento extension to Magento production environment | C | A | I | R |
| Setting up Magento CRON jobs for LIVE Magento environment | AC | I | I | R |
| Copying integration mappings to Magento production environment | R | C | A | A |
| Running integration tests in production and synchronize production data | R | AC | I | I |
| Full historical data sync from Magento into Salesforce | C | A | I | R |
White-glove Onboarding Plan
| Activity | PowerSync | Client (Business) | Client (Salesforce Team) or a System Integrator | Client (Magento Team) or a System Integrator |
|---|---|---|---|---|
| Adding Magento extension into a version control system (or manually installing the code into a DEV or Testing Magento environment) | R | C | I | A |
| Installing Salesforce managed packages into Salesforce Sandbox | R | I | A | I |
| Configuration changes post managed package installation | R | I | A | I |
| Generating Enterprise WSDL file | R | I | RC | I |
| Uploading the WSDL file to Magento (or adding it to Version Control for the website) | A | I | C | R |
| Creating custom pricebooks in Salesforce Sandbox | C | I | R | I |
| Review Integration configuration and setting defaults | R | A | C | I |
| Setting up Magento CRON jobs for DEV or Test Magento environment | AC | I | I | R |
| Running foundation tests w/ basic mappings | R | A | I | C |
| Testing the integration in DEV or Test Magento environment and Salesforce Sandbox | R | C | A | I |
| Setting up custom mappings from Magento to Salesforce | R | IC | A | C |
| Setting up custom mappings from Salesforce to Magento | R | IC | C | A |
| Moving the Salesforce managed packages to LIVE Salesforce Org | R | I | A | I |
| Generating the WSDL file for the LIVE site integration | A | I | R | I |
| The configuration of the Salesforce org to mimic Sandbox (including Pricebooks setup) | R | I | C | I |
| Deploying Magento extension to Magento production environment | C | A | I | R |
| Setting up Magento CRON jobs for LIVE Magento environment | AC | I | I | R |
| Copying integration mappings to Magento production environment | R | C | A | A |
| Running integration tests in production and synchronize production data | R | AC | I | I |
| Full historical data sync from Magento into Salesforce | R | A | I | C |
RACI assignments above cover the most common scenarios and our typical engagement. We are very flexible and can transition some of the "R"s in the PowerSync column to internal teams or System Integrators upon request.