Important Note!

We do not recommend performing any installations or upgrades Fridays or before the holidays. Our support team is only available during the regular business hours. Off business hours assistance has to be scheduled with the support team in advance.

See Magento 2 Connector for the list of the latest versions.

Latest Versions

Module	Version
tnw/sforcequickorder	2.9.0

Purpose:

This module allows you to sync Magento RMA(Returns) as Salesforce Case object. Our Salesforce package adds the "Case Line Item" object, it allows sync the RMA product items to the Salesforce.

Installation/Upgrade Instructions

STEP 1.1

Installing via a composer (NOTE: These steps are only necessary when installing our software for the first time).

Register PowerSync repository

NOTE: These steps are only necessary when installing our software for the first time

composer config repositories.powersync composer https://dist.powersync.biz
composer config repositories.powersync '{"type": "composer", "url": "https://dist.powersync.biz", "canonical": false}'

Install composer package(s)
*nix command

composer require tnw/sforcequickorder=2.9.0

STEP 2

The follwing commands are usually executed for each Magento deployment.

bin/magento setup:upgrade
bin/magento setup:di:compile
bin/magento indexer:reindex

Re-deploy static content

rm -rf pub/static/frontend/ pub/static/deployed_version.txt  pub/static/adminhtml/
bin/magento setup:static-content:deploy -f

Clear / Clean Magento cache

bin/magento cache:clean

Last but not least, disable the Magento maintenance mode

bin/magento maintenance:disable

If you run into any issues, try executing the following command and try again

rm -rf var/generation/* generated/*

If the previous module version was installed before - open and resave all our module config pages, it causes necessary triggers according to the configuration on new module version.

Configuring

Make sure you installed the latest Salesforce packages version: Installing & Upgrading Salesforce Managed Packages
Configure package push data to the Magento: Salesforce to Magento 2 sync setup
Disable the "Secret Key to URLs" in Magento, this one is necessary to make links works from the Salesforce:
- Login to admin panel and go to Stores -> Configuration.
- Under Advanced section, click on Admin tab.
- Under Security subsection, change the value of Add Secret Key to URLs to No.
- Click on Save Config button to save the configuration.
After our module installation open the "Quick Order" config page:
Here you can Enable/Disable this feature or change the security settings of this module:

Our module generates a temporary token to provide you with access to the Magento admin area.
1. Allow Quick Order - here you can enable or disable this module feature
2. Quick Order Token time to live - how long a link generated by Salesforce will be valid.
3. Quick Order Token size - how big token will be created.
4. Delay after the wrong request - to prevent brute-force attacks our module will lock the module after an incorrect authorization attempt for the time defined here.

IMPORTANT: You also need to remove the security key from URLs

https://magento.stackexchange.com/questions/178947/magento-2-how-to-remove-encryption-key-from-url

Salesforce setup:

Install our latest packages version: Installing & Upgrading Salesforce Managed Packages
Setup Custom salesforce domain: https://sfdcmonkey.com/2017/02/10/enable-custom-domain-salesforce/
Actually, you should go to the Setup → My Domain and create custom domain
Add the "Magento Quick Order Action" component to your Contact page layout:
Open some Contact page and click the "Edit page"

Drag and drop the "Magento Quick Order Action" component on your page:

User setup:

You need to create Magento Admin user with the same Email as your Salesforce user!

Uninstall

*nix command

php bin/magento module:uninstall TNW_SForceQuickOrder

Integration with Salesforce

Quick Order button for Salesforce