Introduction

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

Features

Real-Time and Scheduled Synchronization
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)
  - NEW feature: Company Address Book
  - NEW feature: Magento B2B Quote Enhancer
  - Magento Admin user sync
  - Sales Rep sync feature
- RMA (Adobe Commerce Only feature)
Most common entities sync from Salesforce to Magento:
Fields mapping feature
Multi-currency support
Salesforce Country/State picklist support
Salesforce ChatBot integration **
Person Account support
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Custom Reports and Dashboards **
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

** Are available upon request. These require additional discovery and will fall into Onboarding effort

Installation & Setup Options

Onboarding	Includes
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

Support Options

M+SF Integration upgrade and support standards

Adobe Commerce releases new versions quarterly. Our 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.

Support Tier	Includes
Standard	FREE Upgrades Access to our Customer Support Portal Support windows Mon - Friday (6am - 3pm CST) Response SLA's up to 14 days
Bronze	Everything from Basic, plus... Access to our Customer Support Portal Response SLA's Critical & High - up to 7 days Medium - up to 21 days Low & Cosmetic - up to 30 days 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
Silver	Everything from Bronze, plus... Dedicated Slack channel & access to Email support Support windows Weekdays (excluding weekends and major US holidays) Response SLA's Critical & High - up to 3 days Medium - up to 10 days Low & Cosmetic - up to 15 days 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
Gold	Everything from Silver, plus... Phone & Zoom communication Dedicated support specialist Support windows Weekdays (excluding weekends and major US holidays) Response SLA's Critical & High - up to 24 hours Medium - up to 48 hours Low & Cosmetic - up to 5 days Quarterly review of the sync queue & errors Quarterly 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 Requests that require investigation are covered under the agreement no matter if the root cause of the issue is outside of the integration.
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 Critical & High - up to 12 hours Medium - up to 24 hours Low & Cosmetic - up to 3 days 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