1.Overview

Salesforce is a CRM platform that handles customers relationships on the basis of customer services, sales, and support. It is the best platform to fetch client information, nurture lead creation process and develops opportunities to track orders.

Features:
1. Upload new products to Salesforce in a single click.
2. Delete uploaded product from the Salesforce.
3. Again Upload deleted product to Salesforce.

Yes No Suggest edit
0 of 0 users found this section helpful

2.Basic Setting

Automatic Installation

Automatic installation is the easiest option handled by WordPress.

Type “MWB Salesforce WooCommerce Integration” and hit on Search Plugins. Once you find ‘MWB Salesforce WooCommerce Integration’ you can view the details about it such as the point release, rating, and description. One can install it, simply by clicking “Install Now”.

 

Manual Installation

Manual installation of the plugin is another option to install the plugin in the sellers WordPress-environment. The manual installation method involves downloading our MWB Salesforce WooCommerce Integration plugin and uploading it to the web server via their favorite FTP application.
The steps for manual installation are as follows:

1) Upload the MWB Salesforce WooCommerce Integration folder to the /WP-content/plugins/ directory.

2) Activate the plugin through the ‘Plugins’ menu in WordPress.

Yes No Suggest edit
0 of 0 users found this section helpful

3.Getting Started

Click on the Get Started button to proceed with Salesforce WooCommerce Integration.

salesforce-woocommerce-integration-started

Yes No Suggest edit
0 of 0 users found this section helpful

4.Connection With Salesforce

In order to connect the Salesforce enable the checkboxes, enter Username, Password, Security Token and then click on the save. To get the SalesForce Security Token, click on the given link.

salesforce-woocommerce-integration-get-security-token

After saving the setting click on the Authorize button to established connection with Salesforce.

salesforce-woocommerce-integration-connection-with-salesforce

Click on Proceed to Next Step to allow the extension to upload products on Salesforce.

salesforce-woocommerce-integration-poceed-to-next-step

Yes No Suggest edit
0 of 0 users found this section helpful

5.Uploads Product On Salesforce

Click on the Upload Now button to upload products to the Salesforce.

salesforce-woocommerce-integration-upload-product

After successfully upload products on the Salesforce account admin can also delete the uploaded products from the Salesforce Account.

salesforce-woocommerce-integration-upload-products-again

Click on the delete button to delete uploaded product from Salesforce Account.

salesforce-woocommerce-integration-delete-product

Click on the Continue to delete product successfully.

salesforce-woocommerce-integration-delete-product-successfully

After deleting the product you can also upload deleted product again by clicking on the Upload button.

salesforce-woocommerce-integration-upload-product-again

Click on the Continue to successfully uploaded product.

salesforce-woocommerce-integration-upload-product-again-successfully

Again upload the deleted product.

salesforce-woocommerce-integration-upload-products-again

Yes No Suggest edit
0 of 0 users found this section helpful
Suggest Edit