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Quick Order button for Salesforce

Quick Order button for Salesforce

Sept 28, 2021



Latest Versions

Module

Version

Module

Version

tnw/sforcequickorder

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).



  • Install composer package(s)

STEP 2

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



  1. Make sure you installed the latest Salesforce packages version: Installing & Upgrading Salesforce Managed Packages

  2. Configure package push data to the Magento: Salesforce to Magento 2 sync setup

  3. 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.

  4. After our module installation open the "Quick Order" config page: 

  5. Here you can Enable/Disable this feature or change the security settings of this module:

    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:

  1. Install our latest packages version: Installing & Upgrading Salesforce Managed Packages

  2. 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





  3. 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!