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Magento 2 Salesforce Integration

Integrate Adobe Commerce and Salesforce Sales & Service Cloud platforms to personalize your customer experience, increase conversions, and grow your sales.

  • Use Salesforce data to personalize customer shopping experiences
  • Use sales and abandoned cart data to influence marketing decisions and activities for your business
  • Leverage Salesforce AI ChatBot and LifeAgent integrations to increase your conversion rates and customer satisfaction
  • Bring sales data to Salesforce and start to leverage omnichannel reports for your business

This Magento 2 Salesforce integration is compatible with the latest versions of Adobe Commerce/Magento, equipped with the latest features, and comes with ongoing technical support.

Pricing Tiers

Pick a plan that fits your business needs and desired outcomes

Free Trial

FREE

 
Integration benefits:
  • Customer Data
  • B2B scenarios (Account + Contact)
  • B2C scenarios (Person Accounts)
  • Potential buyers (Leads)
  • From Magento to Salesforce only
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Paid

starting at

$86/month

 Integration benefits:
  • Catalog data & tiered pricing
  • Customers, groups & addresses
  • Orders, Invoices, Shipments, RMA
  • Abandoned carts
  • B2B Negotiable Quotes
  • Bi-directional field mappings UI
  • Agent chat & chatbot integration
  • Upgrades and Support
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Custom

pending a discovery session

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Integration benefits:
  • Integration with custom fields
  • Integrating with other objects
  • Custom business needs and flows
  • Integration with 3rd party extensions
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"I've been running this for six years now, and I've literally never had an issue. We've synced almost 80,000 customers, 30,000 products, and 130,000 orders without skipping a beat on an annual basis."

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Stephen Lamb
Universal Medical, Inc.

"TechNWeb really knows the idiosyncrasies of both systems ... I think that's what really made the difference. In some cases, we did not know what is possible or what questions to ask, and TechNWeb has helped us fill all the gaps in knowledge."

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Douglas MacGregor
Relyco

"My experience with TechNWeb has been absolutely amazing. Unlike other monolithic software companies I’ve worked with, the TechNWeb team tried to understand what I [needed] to accomplish and acted as true partners in devising ways to meet my goals."

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Jamison Day
CEO, Environmental Lights

Helping businesses grow through automation since 2011

Give your team more time to focus on the right things. Invest in an out-of-the-box solution from a tech partner who cares about your success.

  • Eliminate manual data entry
  • Designed with scale in mind
  • Reduce overhead
  • Historical data synchronization
  • Responsive customer service
  • White-glove onboarding

Instantly map data in our Magento Salesforce Integration solution

See what the Adobe Commerce/Magento 2 Salesforce integration connector will look like from an admin’s standpoint. Scroll the carousel for a complete overview of the module.

The facts

Omnichannel allows retailers to achieve more availability, drive sales and traffic, and integrate digital touchpoints. An omnichannel retail strategy improves the customer experience and provides more channels for customer purchase – whether it is on mobile, web, or in stores.

The challenge

The omnichannel solution cannot be effective without integrations.

The solution

TechNWeb’s Salesforce Magento 2 integration solution is an extension connecting Salesforce Sales and Service Clouds and Magento/Adobe Commerce. B2B, D2C, and B2C businesses can now get the most out of these platforms.

There is more to just sending the data back and forth; we can help you take this a step further. Ask us about how our current customers leverage both platforms and how these additional features can help you grow revenue or further reduce costs.

Salesforce and Adobe platforms introduce exceptional flexibility in managing buyers’ data and boosting sales. This Adobe Commerce/Magento 2 Salesforce integration module allows them to work together seamlessly, providing a key step to your business’s ability to provide a complete omnichannel experience and gain a 360-degree view of the customer journey.

Magento Salesforce Integration Benefits

Catalog Data

Synchronize your catalog, product data, tiered pricing, and product inventory with a single button click in Magento, Salesforce Sales, or Service Cloud.

Customer Data

With customer information in both systems, you can personalize the customer experience across multiple channels and maximize customer life time value.

Sales Data

Powerful data lookups, smart record updates, and data deduplication business logic to keep customer data clean and easy to consume.

Abandoned Carts

Track and capture abandoned carts quickly. Add marketing automation or sales personnel to act on all abandoned carts to instantly boost your conversion.

B2B Features

Manage company accounts and contacts between both platforms; track Negotiable Quotes and Opportunities; report on your pipeline in Salesforce.

Agent Chat / Chatbot

Scale your customer support through AI and chatbots to address the most common questions. Live agents can handle more complex customer issues and challenges.

Team Efficiency

Make your customer service teams more efficient by giving them a 360-degree omnichannel view of the customer journey with your brand in a single place.

Fulfillment

Track product inventory, invoices, shipments, and tracking numbers between both systems. Enable your teams to work in a single system, Salesforce.

Data Normalization

Powerful data lookups, smart record updates, and data deduplication business logic to keep customer data clean and easy to consume.

Additional Value

RMA & Service Cloud

Manage your return process in Magento and/or Salesforce Service Cloud. Keep data in both platforms to provide your customer service team with the necessary data to handle customer requests quickly and efficiently.

Salesforce Chatbot

With Salesforce Einstein, your business can easily fine-tune your support processes and scale customer support operations with ease, while live agents can handle sensitive customer situations.

Bi-directional

Magento 2 Salesforce integration ensures seamless data filtering, transformation, import, and other operations from and to any platform. Ensure your data is always up to date in all systems.

Mass Data Updates

Salesforce and Shopify (create, read, update) operations. You’ll benefit from the automatic sync of all future data, and you can perform mass synchronization of past (historical) data in your system.

Lightning-Fast Sync Process

Synchronize data in real-time and act quickly while prospects are engaged with your brand. Rapid customer interaction is proven to boost conversion, build brand trust, and grow customer loyalty.

Data Monitoring

Keep all of your data visible in one place with a user-friendly interface and detailed dashboard by connecting your Shopify store to Salesforce. Choose what you want to see to make data-driven decisions.

TechNWeb Promise

Enjoy full-scale automation for your business

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Seamless Integration

Seamless, customizable integration to grow sales and enable world-class customer service.

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Process Automation

Eliminate double entries. TechNWeb will automate your process.

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Team Efficiency

No more lag-time. TechNWeb synchronizes data between Magento and Salesforce in real-time.

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TechNWeb was built to make your business process more manageable and open up your schedule

White-glove installation and support are available upon request.

Request a Quote

Drop your information into the form below, and a Customer Success Professional will reach out to offer a risk-free consultation and quote.

FAQ

How easy is it to integrate Adobe Commerce/ Magento and Salesforce?

It’s very simple. It will take only a few hours to complete when you are using our free M+SF Integration product. With a paid product, we are able to install, configure, test, and deliver a working integration within 1-2 business days into a single environment. If one or both platforms are customized, the onboarding effort becomes larger.

What data can I send between Adobe Commerce/Magento and Salesforce?

Our free M+SF Integration allows you to synchronize customer data only from Magento to Salesforce. The paid product allows you to synchronize catalog data bi-directionally, customer data bi-directionally, and sales & fulfillment data bi-directionally (review a full list of Adobe Commerce/Magento Salesforce Integration features).

Is there a middleware for this integration?

No, there is no middleware. Our Magento 2 Salesforce integration solution consists of several Adobe Commerce/Magento extensions, and a few Salesforce managed packages. The integration is a direct connection between your platforms.

How quickly is the data sent from Adobe Commerce/Magento to Salesforce?

When sending data from Adobe Commerce/Magento to Salesforce, the integration supports two options: 

  1. Cron Job – the delay can be as little as 1 minute for you to be able to see the data in the other platform.
  2. RabbitMQ, which is standard for all Adobe Commerce Cloud implementations – the integration is almost instantaneous.
How quickly is the data sent from Salesforce to Adobe Commerce/Magento?

When sending data from Salesforce back to Magento/Adobe Commerce, the integration is scheduled and it can run as frequently as every 1 minute. If the data is sent in bulk (many records changed), there is an additional delay for Magento to process those records. This delay can be as little as 3-5 minutes, or larger depending how many records were changed.

Can the Adobe Commerce/Magento and Salesforce integration handle large data volumes?

Yes, our integration is frequently tested with large data volumes. We’ve successfully synchronized catalogs of millions of products, and our Magento Salesforce connector is able to handle the synchronization of tens of thousands of orders per day without breaking a sweat.

Does Adobe Commerce/Magento to Salesforce integration work with Person Accounts?

Yes, Person Account integration is supported in both free and paid products.

Does Adobe Commerce/Magento to Salesforce integration work with Country, State Picklists?

Yes, the Adobe Commerce/Magento and Salesforce integration supports Country/State picklist values, and automatic synchronization between Country and State lists in Salesforce with Magento can be enabled.

Do I need a developer to add/modify integration mappings?

In most cases, no. You will need developer assistance for Salesforce Magento 2 integration services if you have custom Magento extensions that use their own database tables. Otherwise all field mappings and definition of the system of record can be done via the Adobe Commerce/Magento merchant interface without needing a developer.

What is the price of Adobe Commerce/Magento and Salesforce integration?

We charge an annual license & support fee for this integration. The annual fee depends on multiple parameters: annual order volume, average order value and an annual number of new customers. 

There is also a one-time onboarding fee to install, configure the integration. We also help our customers synchronize their historical data (example: all orders from last 3 years) upon request, see the next question regarding the onboarding effort for more details. 

The cost of the onboarding effort also depends on the how much hand-holding your team will require to get this integration up and running.

Can you help with data migration and/or onboarding effort?

Yes. There is a one-time onboarding fee that is applied to your first invoice, and the cost differs depending on the scope of work and the level of engagement you require:

  • Basic – Only offered if you are working with one of our approved Salesforce Magento 2 integration company partners to do the integration for you.
  • Select – Standard onboarding effort mainly focused on installing the software on both platforms and basic configuration (up to 2 environments, usually staging and production environments). This is a good option if you have in-house Magento and Salesforce personnel who are allocated/dedicated to this project.
  • White-glove – Basically, we do everything with minimal effort on your side. This option is best if you have custom needs and/or you need assistance with data migration or synchronization of your legacy/historical data between both platforms.

Review the detailed explanation about each type of onboarding effort and what is included.

Do you offer ongoing support?

es, we offer three support options:

  • Bronze
  • Silver
  • Gold

The main difference is in SLA and what engagement channels you want to use with us.

What are the advantages of integrating Adobe Commerce/Magento and Salesforce Sales/Service Cloud?

If you are using both Adobe Commerce/Magento and Salesforce, you (or your direct reports) have to hop between platforms to collect data and organize it in a meaningful and digestible format. To quickly review your business performance across all channels, you would have to attempt to push data from Magento to Salesforce manually, an inherently error-prone and time-wasting prospect.  The Adobe Commerce/Magento and Salesforce integration makes it effortless to see your Magento data in Salesforce and your Salesforce data in Magento (paid version only).  Learn more about the advantages of integrating these two platforms in our article on LinkedIn.