Installation & Setup Options

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

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

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