Installation & Setup Options

• 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

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

• 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