Introduction

The simplest and most flexible way of integrating Magento entities with Salesforce objects.


Features

  1. Real-Time and Scheduled Synchronization
  2. What can you synchronize?
    • Customers, Customer Groups & Customer Address data
    • Products and product tiered pricing data
    • Orders
      • Abandoned Cart Integration
    • Invoices
    • Shipments
      • Tracking Numbers
    • Native Magento B2B + Negotiable Quotes (Adobe Commerce Only + B2B only feature)
    • RMA (Adobe Commerce Only feature)
  3. Most common entities sync from the Salesforce to the Magento:
  4. Fields mapping feature
  5. Multi-currency support
  6. Salesforce Country/State picklist support
  7. Person Account support
  8. /wiki/spaces/IP/pages/291307523
  9. Synchronization
    1. Magento to Salesforce sync
    2. Salesforce to Magento sync
      1. Quick Order creation flow
    3. Adobe Commerce Cloud support
      1. RabbitMQ support
    4. Advanced error handling and business logic

Installation & Setup Options


OnboardingIncludes
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

Select

  • 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 (refer to your product tier for the included hours)
  • Go-LIVE preparation
  • Access to our Silver Support during the installation period
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 (refer to your product tier for the included hours)
  • Go-LIVE preparation
  • Access to our Gold Support during the installation period

Support Options


<+SF Integration upgrade and support standards

Adobe Commerce releases new versions quarterly. PowerSync support covers reported issues for the last four versions of Adobe Commerce (you will have to commit to upgrading Magento/Adobe Commerce at least once a year).

Adobe Commerce + Salesforce Integration is updated several times a week. The Standard is for you to upgrade our integration at least quarterly.

IMPORTANT: If you report issues that fall outside of what is listed above, the ongoing support will become paid, and the gifted hours you get from us on an annual basis will be used.

Support TierIncludes
Bronze
  • FREE Upgrades
  • Access to our Customer Support Portal via ClickUp
  • Annual review of the sync queue & errors
  • Annual data & integration statistics report
  • Quarterly Integration Upgrade Assistance
    • After upgrading the integration, PowerSync will conduct basic tests covering (on your LIVE site):
      • Only products, customers, and orders sync will be tested to confirm the integration is working
      • Your team will be responsible for testing all necessary business flows and scenarios
  • Gifted hours towards annual reports, consultation, and non-standard support (refer to your agreement for details)
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 Assistance
    • After upgrading the integration, PowerSync will conduct basic tests covering (on your LIVE site):
      • All integration objects/records will be tested to make sure the integration is working correctly
      • Your team will be responsible for testing all necessary business flows and scenarios
  • Gifted hours towards semi-annual reports, consultation, and non-standard support (refer to your agreement for details)
    • Investigating conflicts between any 3rd party Magento extension and the PowerSync product. We will help you identify where the root issue is.
Gold

Everything from Silver, plus...

  • Phone & Zoom communication
    • Dedicated support specialist
    • Support windows
      • Weekdays (excluding weekends and major US holidays)
    • Response SLA's

  • Quarterly review of the sync queue & errors

  • Quarterly data & integration statistics report
  • Monthly Integration Upgrade Assistance
    • After upgrading the integration, PowerSync will conduct thorough tests covering (on your LIVE site):
      • All integration objects/records will be tested to make sure the integration is working correctly
      • All business flows and scenarios we review and document as part of the onboarding will be tested by PowerSync
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 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