The simplest and most flexible way of integrating Magento entities with Salesforce objects.
Features
- Real-Time and Scheduled Synchronization
- What can you synchronize?
- Customers, Customer Groups & Customer Address data
- Products and product-tiered pricing data
- Orders
- Abandoned Cart Integration
- Invoices
- Shipments
- Native Magento B2B + Negotiable Quotes (Adobe Commerce Only + B2B only feature)
- RMA (Adobe Commerce Only feature)
- Most common entities sync from Salesforce to Magento:
- Fields mapping feature
- Multi-currency support
- Salesforce Country/State picklist support
- Salesforce ChatBot integration **
- Person Account support
- /wiki/spaces/IP/pages/291307523
- Custom Reports and Dashboards **
- Synchronization
- Magento to Salesforce sync
- Salesforce to Magento sync
- Quick Order creation flow
- Adobe Commerce Cloud support
- RabbitMQ support
- Advanced error handling and business logic
** Are available upon request. These require additional discovery and will fall into Onboarding effort
Installation & Setup Options
| Onboarding | Includes |
|---|
| Basic | - Introductory call with all parties involved to review the necessary onboarding steps
- Delivery of the installation instructions to Magento SI (and Salesforce SI/Admin)
- Review product configuration with all parties (“you” and your System Integrators)
- Review default data mappings with all parties (“you” and your System Integrators)
- Consultation and training sessions (refer to your product tier for the included hours)
- Go-LIVE preparation
- Product hand-off
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Standard | - Product installation (up to 2 environments, usually LIVE and STAGING)
- Magento extension installation
- Salesforce managed package installation
- Review product configuration with the Customer (“you”)
- Review default data mappings with the Customer (“you”)
- Consultation and training sessions
- Go-LIVE preparation
- Creating the Go-LIVE checklist
- Launching the integration
|
| White-glove | - Product installation (up to 3 environments, usually LIVE and STAGING)
- Magento extension installation
- Salesforce managed package installation
- Review product configuration with the Customer (“you”)
- Review default data mappings with the Customer (“you”)
- Setting up custom PriceBooks in Salesforce for each Magento Website
- Order statuses set up in Salesforce to match Magento (one time)
- Migrating data mappings from STAGING to LIVE Magento environment
- Setting up custom field mappings (based on your requirements)
- Handling WSDL file updates in Magento
- Full historical data sync for all supported entities
- Working with Salesforce and Magento Solution partners to resolve customization conflicts in either platform
- Consultation and training sessions
- Creating Dashboards
- Go-LIVE preparation
- Creating the Go-LIVE checklist
- Launching the integration
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Support Options
Support Tier | Includes |
|---|
Standard | |
Bronze | Everything from Basic, plus... Access to our Customer Support Portal Annual review of the sync queue & errors Annual data & integration statistics report Quarterly Integration Upgrade Consultation After upgrading the integration, we will conduct basic tests covering: Only products, customers, and orders sync will be tested to confirm the integration is working Staging environment ONLY Your team will be responsible for testing all necessary business flows and scenarios on all other environments
Investigation requests related to the functionality & business logic of the integration are covered under the agreement. Any code changes outside of the integration code are not covered under this support agreement.
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Silver | Everything from Bronze, plus... Dedicated Slack channel & access to Email support Support windows Response SLA's
Semi-annual review of the sync queue & errors Semi-annual data & integration statistics report Quarterly Integration Upgrade Consultation After upgrading the integration, we will conduct basic tests covering: All integration objects/records will be tested to make sure the integration is working correctly Up to two (2) environments ONLY Your team will be responsible for testing all necessary business flows and scenarios
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Gold | Everything from Silver, plus... Phone & Zoom communication Quarterly review of the sync queue & errors Quarterly data & integration statistics report Monthly Integration Upgrade Consultation After upgrading the integration, we will conduct basic tests covering: All integration objects/records will be tested to make sure the integration is working correctly Up to two (2) environments ONLY Your team will be responsible for testing all necessary business flows and scenarios
Requests that require investigation are covered under the agreement no matter if the root cause of the issue is outside of the integration.
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Platinum | Everything from Gold, plus... Support windows Response SLA's Weekly review of the sync queue & errors Weekly data & integration statistics report Monthly Integration Upgrade Consultation After upgrading the integration, we will conduct basic tests covering: All integration objects/records will be tested to make sure the integration is working correctly Up to two (2) environments ONLY Your team will be responsible for testing all necessary business flows and scenarios
Monthly reports with our recommendations on how to improve your (Adobe Commerce + Salesforce platforms & processes to get the most from them) Build and maintain key business health and sales reports and dashboards for the leadership team Fractional CTO services to help improve and optimize your operations & business processes
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