Step-by-Step Installation Guide for Salesforce WooCommerce Integration Pro

Salesforce WooCommerce integration PRO helps you to integrate your WooCommerce store with Salesforce with a single click. It helps to handle 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:

• Connect your WooCommerce store with your Salesforce Account.
• Upload store products to Salesforce in PriceBook.
• Create Account for Customers on Salesforce or Link Customers to a single Account or individual Account on Salesforce.
• Create Contact on Salesforce for your store Customers.
• Create Contract on Salesforce for your store Customers whenever an order is placed.
• Create new Lead on Salesforce whenever an Order is placed.
• Capture your customers as Opportunity whenever an Order is placed.
• Create Order on Salesforce in Real-time.

Automatic Installation

After successful installation of the plugin, click on the Get Started button to start setup with Salesforce.

In order to connect with Salesforce follows these steps:

Step 1- Enable the checkboxes, enter Username, Salesforce password, Salesforce Security Token and then click on the save button. To get the security token click on the given link.

Step 2- Click on the Authorize button to established connection with Salesforce

To upload product on Salesforce follows these steps.

Step 1- First, select the Standard Pricebook in which the products will be uploaded.

Step 2- Click on the Upload Products button to upload products on the Salesforce with a single click.

Here you can see all the uploaded product details.

Here you can create two type of account for the customers.

1.  Create Account For Every New Customer:

In this section, you can create a separate account for every individual customer.

2. Link Customers with a single Account:

Through this section, you can link all customers with a single Account.

Enable this setting to create Contact on Salesforce for every Customer.

Enable this setting, to create the contract on Salesforce. Here you can create ‘new contract’ for every placed order, update the ‘existing contract’ of a customer with the new order.

Through this section, you create Lead on Salesforce for every customer by entering the company name of lead, Source of lead, and status of lead.
Note: You can create either Contact or Lead of a customer on Salesforce in a time.

Through this setting, you can create new Opportunity for every new order on Salesforce.

Through this setting, you can create orders on Salesforce whenever order will be placed then order will be created on Salesforce along with order products in it.

Through this section, you can enable/disable the integration with Salesforce and log request of salesforce.

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