Products synchronization
- Yurii Perevuznyk (Deactivated)
- Evgeniy Ermolaev (Deactivated)
Settings
To start synchronizing your products with Salesforce you need to set desired settings on the Salesforce Products Configuration page
Go to Magneto Admin panel - Salesforce - Products
Set next option for example
Automated Synchronization - Yes
Newly created products and any changes made in existing products will be automatically synchronized with Salesforce
2. Sync with all Pricebooks - No
Product will be synchronized with assigned website pricebooks except inactive website for the product at the moment. It will reduce the time and queue for synchronization
3. Price accuracy - $100.12
This option set rounding in two points after dot.
Mappings
All information about the product is set to Salesforce according to the fields mapping
Go to Magento Admin panel - Salesforce - Fields Mapping - Products
This is the default Product fields mapping
Also, you have the ability to create your own custom mappings. Let's try to create a new mapping
Click on the “Add new mapping“ button
Select Magento Attribute - Product Short Description
Select Salesforce Attribute - Short Description too
As you can see we do not have a “Short Description” Salesforce Attribute. In this case, you need to create a new Attribute in Salesforce
Go to Salesforce - Click on the Gears button and select Setup
type “Object Manager“ into the “Search Setup“field and click on this item
Find the “Product“ object and click on it for editing
Select the “Fields & Relationships“ tab and click on the “New“ button
Select “Data Type“ - Text Area and click the “Next“ button
Fill Field Label and Field Name with “Short Description” text and click the “Next“ button
Select the profiles to which you want to grant edit access to this field and click the “Next“ button
Select the page layouts that should include this field and click the “Save“ button
Now, let's complete creating new custom product mapping
Click on the “Add new mapping“ button
Select Magento Attribute - Product Short Description
Select Salesforce Attribute - Short Description
Set “Enable“ to “Yes“ on Magento -> Salesforce Settings section
Set “When“ option to “Upset“
Click the “Save Mapper“ button
Example
Go to Magento Admin panel - Catalog - Products and click the “Add Product“ button
Fill all required and desired fields (Product Name, SKU, Price, Short Description, Description)
Click “Save“ button
Click the “Back“ button and see “Salesforce Product ID“ and “Salesforce Pricebook ID“ columns contain links
Click on the “Salesforce Product ID“ link and check all data on the Salesforce Product page
The product description is sent to Salesforce with HTML tags to keep text format
Click on the “Salesforce Pricebook ID“ link and check all data on the Salesforce Price Book Entry page
Let's make some changes with the product and see the result in Salesforce after automatical synchronization
Go to Magento Admin panel - Catalog - Products - Edit created a product
Make some changes in the product (Product Name, SKU, Price, Short Description, Description)
Click the “Save“ button
Click on the “Salesforce Product ID“ link and check all data on the Salesforce Product page
As you can see Product Name was not changed. This is because “InsertOnly“ mode selected for Product Name mapping
Click on the “Salesforce Pricebook ID“ link and check all data on the Salesforce Price Book Entry page
Product price was updated and rounded according to the “Price accuracy“ setting
If you need your product name to be updated in Salesforce just select “Upsert“ mode
Go to Magento Admin panel - Salesforce - Fields Mapping - Products
Click the “Edit“ link next to ‘'name” product mapping
scroll to “Magento -> Salesforce Settings“ section
Select “Upsert“ from the “When“ drop-down list and
Click the “Save Mapper“ button
Now let's perform manual synchronization to see the change was applied
Go to Magento Admin panel - Catalog - Products and scroll to created product
Mark checkbox near the product and click Actions - “Sync with Salesforce”
Click on the “Salesforce Product ID“ link and check all data on the Salesforce Product page