Configuring M1 Extension

STEP 1: Connecting to Salesforce

In Magento, navigate to "Salesforce (tab) > Integration Setup > API Configuration (page)":

Enter your API Username and API Password (your Username and Password for Salesforce account)
Enter your Security Token (In some cases token is not required, please check with your Salesforce Administrator for more information)
Enter the path to your WSDL file, but we are hoping you've already saved the file based on instructions from Magento 1: Installation page (see STEP 3)
Click "Save Config" button at the top right corner of the page
If the information you've provided is correct, you will see green checkmarks

STEP 2: Synchronizing Magento Websites

It's IMPORTANT to complete this step first before you do anything else.

Navigate to "System > Manage Stores (page)"
Click on "Synchronize w/ Salesforce" button at the top of the page

STEP 3: Configuring the Type of Synchronization

In Magento, navigate to "Salesforce (tab) > Integration Setup > API Configuration (page)". Open "Synchronization (section)".

There are only two options for you to pick from:

Realtime
Scheduled

IMPORTANT

Realtime is NOT recommended for the Production environment due to potential network and server performance impact. This setting is primarily available to be used for lower level environments for testing and when you need the data in Salesforce to be available right away.

The scheduled option is the most common and highly recommended for your Production website.

STEP 4: License (deprecated)

Leave this section blank. This feature is deprecated starting with the connection version 01.59 and higher.

STEP 5: Notifications

You can use our built-in capability which will send you automated emails if and when there is a problem synchronizing a record with Salesforce.

STEP 6: Advanced Settings

We do NOT recommend messing with any settings under the Advanced Develop Settings section. Those are used to high-tune your environment based on your setup and server specs.