Prepare Salesforce account for the sync process
- Yurii Perevuznyk (Deactivated)
- Evgeniy Ermolaev (Deactivated)
Before you start to work with Salesforce modules in Magento you have to prepare and configure your Salesforce account.
1. Create new account at https://developer.salesforce.com/signup .
2. Fill all required fields and click “Sing me up“ button.
3. Now you need to confirm you account and complete registration.
Go to you email box - open “Welcome to Salesforce: Verify your account“ email and click on “Verify Account“ button
4. Provide Password and Security Question. Click on “Change password“ button
5. Next imported step is to Enable Quotes in Salesforce
Click on “Gears“ - “Setup” button
Type “Quote Settings“ into “Search Setup” field and click on it
Click on “Enable“ button
Select the page layouts that should include the Quotes related list and click “Save” button
6. Now you are able to Installing & Upgrading Salesforce Managed Packages
Please follow the instruction on “Installing & Upgrading Salesforce Managed Packages“ page
7. Next step is to Reset Security Token
Click on “View Profile“ button and select “Settings“ link
select “Reset My Security Token“ tab and click on “Reset Security Token“ button
Check Your Email and save Security Token for next use
8. Create Price book for you Magento web site
Click on “Apps“ button and type “Price books“ into “Search apps and items” field
click on Price books item
click on “New“ button to create new price book
provide “Price Book Name”, mark “Active“ checkbox and click “Save“ button
9. Generate and save the WSDL file
Refer next article Generating the WSDL file