{"id":441,"date":"2020-02-28T16:08:13","date_gmt":"2020-02-28T16:08:13","guid":{"rendered":"http:\/\/wiki2.plumserver.com\/knowledge-base\/magento-salesforce-configuration"},"modified":"2021-11-18T04:20:31","modified_gmt":"2021-11-18T09:20:31","slug":"magento-salesforce-configuration","status":"publish","type":"post","link":"https:\/\/plumrocket.com\/docs\/magento-newsletter-popup\/integrations\/salesforce","title":{"rendered":"How to Set Up Magento 2 Salesforce Integration"},"content":{"rendered":"\n<h2 id=\"h-how-to-create-salesforce-api-for-magento-2\">How to Create Salesforce API for Magento 2<\/h2>\n\n\n\n<p>In this article, you will learn how to create your Salesforce API Key and set up <a href=\"\/magento-newsletter-popup\/salesforce\">Magento 2 Salesforce integration<\/a>. Please, use the following step-by-step guide.<\/p>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container\">\n<p class=\"pr-notice-title\">Step-by-Step actions:<\/p>\n\n\n\n<ol><li>Login to your account at <a aria-label=\"undefined (opens in a new tab)\" href=\"https:\/\/www.salesforce.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">www.salesforce.com<\/a>.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"\/docs\/wp-content\/uploads\/2021\/04\/magento2-newsletter-popup-extension-salesforce-configuration-1-1024x392.png\" alt=\"\" class=\"wp-image-18314\"\/><\/figure>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container\">\n<p class=\"pr-notice-title\">Step-by-Step actions:<\/p>\n\n\n\n<ol><li>In the upper right corner of the website, click on the <strong>Settings<\/strong>.<\/li><li>Go to <strong>Setup<\/strong>.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"\/docs\/wp-content\/uploads\/2021\/04\/magento2-newsletter-popup-extension-salesforce-configuration-2-1024x308.png\" alt=\"\" class=\"wp-image-18315\"\/><\/figure>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container\">\n<p class=\"pr-notice-title\">Step-by-Step actions:<\/p>\n\n\n\n<ol><li>On the left menu bar, click on <strong>Apps<\/strong>.<\/li><li>Go to the <strong>App Manager<\/strong>.<\/li><li>Click <strong>New Connected App<\/strong> ontop right to create a new app.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"\/docs\/wp-content\/uploads\/2021\/04\/magento2-newsletter-popup-extension-salesforce-configuration-3-1024x357.png\" alt=\"\" class=\"wp-image-18316\"\/><\/figure>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container\">\n<p class=\"pr-notice-title\">Step-by-Step actions:<\/p>\n\n\n\n<ol><li>&#8220;<strong>Connected App Name<\/strong>&#8220;: enter the name for your new connected app.<\/li><li>&#8220;<strong>API Name<\/strong>&#8220;: this information will be auto-synced from the Connected App Name field.<\/li><li>&#8220;<strong>Contact Email<\/strong>&#8220;: enter your Salesforce email.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"\/docs\/wp-content\/uploads\/2021\/04\/magento2-newsletter-popup-extension-salesforce-configuration-4-1024x546.png\" alt=\"\" class=\"wp-image-18317\"\/><\/figure>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container\">\n<p class=\"pr-notice-title\">Step-by-Step actions:<\/p>\n\n\n\n<ol><li>Scroll down to the API (Enable OAuth Settings) section. Check the <strong>Enable OAuth Settings<\/strong> checkbox.<\/li><li>&#8220;<strong>Callback URL<\/strong>&#8220;: enter the URL to your admin panel.<\/li><li>Go to the <strong>Selected OAuth Scopes<\/strong>.<\/li><li>Select the <strong>Full Access (full)<\/strong> option.<\/li><li>Click on the <strong>Add<\/strong> button.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"\/docs\/wp-content\/uploads\/2021\/04\/magento2-newsletter-popup-extension-salesforce-configuration-5-1024x613.png\" alt=\"\" class=\"wp-image-18318\"\/><\/figure>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container\">\n<p class=\"pr-notice-title\">Step-by-Step actions:<\/p>\n\n\n\n<ol><li>Scroll up and click the <strong>Save<\/strong> button. Then, click the <strong>Continue<\/strong> button below the information message that your changes will take effect on the server in 2-10 minutes. You will be taken to the Manage Connected Apps page, where you will see your newly created connected app.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"\/docs\/wp-content\/uploads\/2021\/04\/magento2-newsletter-popup-extension-salesforce-configuration-6-1024x283.png\" alt=\"\" class=\"wp-image-18319\"\/><\/figure>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container\">\n<p class=\"pr-notice-title\">Step-by-Step actions:<\/p>\n\n\n\n<ol><li>Copy your <strong id=\"consumer-key-salesforce\">Consumer Key<\/strong>, which you will use in the Magento configurations.<\/li><li>&#8220;<strong id=\"consumer-secret-key-salesforce\">Consumer Secret<\/strong>&#8220;: click on the Click to Reveal button to see your Consumer Secret. Copy it, as you will need it in Magento configurations.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"\/docs\/wp-content\/uploads\/2021\/04\/magento2-newsletter-popup-extension-salesforce-configuration-8-1024x612.png\" alt=\"\" class=\"wp-image-18321\"\/><\/figure>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container\">\n<p class=\"pr-notice-title\">Step-by-Step actions:<\/p>\n\n\n\n<ol><li>Click on the <strong>user icon<\/strong> in the upper right corner of the page.<\/li><li>Go to <strong>Settings<\/strong>.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"\/docs\/wp-content\/uploads\/2021\/04\/magento2-newsletter-popup-extension-salesforce-configuration-15-1024x328.png\" alt=\"\" class=\"wp-image-18327\"\/><\/figure>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container\">\n<p class=\"pr-notice-title\">Step-by-Step actions:<\/p>\n\n\n\n<ol><li>On the left menu bar, go to My Personal Information &gt; <strong>Reset My Security Token<\/strong>.<\/li><li>Click on the <strong>Reset Security Token<\/strong> button. The Security Token will be sent to the email you used in Salesforce account.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"\/docs\/wp-content\/uploads\/2021\/04\/magento2-newsletter-popup-extension-salesforce-configuration-16-1024x540.png\" alt=\"\" class=\"wp-image-18328\"\/><\/figure>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container\">\n<p class=\"pr-notice-title\">Step-by-Step actions:<\/p>\n\n\n\n<ol><li>Check your email inbox. Copy the <strong id=\"security-token-salesforce\">Security Token<\/strong>, which you will need in the Magento configurations.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"\/docs\/wp-content\/uploads\/2021\/04\/magento2-newsletter-popup-extension-salesforce-configuration-17.png\" alt=\"\" class=\"wp-image-18329\"\/><\/figure>\n\n\n\n<h2 id=\"h-configuring-salesforce-api-in-magento-2-newsletter-popup-extension\">Configuring Salesforce API in Magento 2 Newsletter Popup Extension<\/h2>\n\n\n\n<p>In this section of the article, you will learn how to configure Salesforce API integration in your Magento 2 Newsletter Popup extension. Please, check the following step-by-step guide.<\/p>\n\n\n\n<p><strong>In the main Magento menu, go to the Plumrocket tab &gt; Newsletter Popup &gt; Configuration.<\/strong>&nbsp;<strong>Then, scroll down to the Integrations &gt; select Salesforce.<\/strong><\/p>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container\">\n<p class=\"pr-notice-title\">Step-by-Step actions:<\/p>\n\n\n\n<ol><li>&#8220;<strong>Enable<\/strong>&#8220;: set to &#8220;Yes&#8221; in order to enable the Salesforce integration.<\/li><li>&#8220;<strong>Consumer Key<\/strong>&#8220;: paste your <span id=\"\"><a href=\"#consumer-key-salesforce\">Consumer Key<\/a> received in your Salesforce account.<\/span><\/li><li>&#8220;<strong>Consumer Secret Key<\/strong>&#8220;: paste the <a href=\"#consumer-secret-key-salesforce\">Consumer Secret Key<\/a> received in your Salesforce account.<\/li><li>&#8220;<strong>Account username<\/strong>&#8220;: enter the Salesforce account username.<\/li><li>&#8220;<strong>Account password<\/strong>&#8220;: enter the Salesforce account password.<\/li><li>&#8220;<strong>Security token<\/strong>&#8220;: paste the <a href=\"#security-token-salesforce\">Security Token<\/a> you received by email.<\/li><li>&#8220;<strong>Test Connection<\/strong> button to test the connection with Salesforce API. <\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"\/docs\/wp-content\/uploads\/2021\/04\/magento2-newsletter-popup-extension-salesforce-configuration-11-1024x574.png\" alt=\"\" class=\"wp-image-18324\"\/><\/figure>\n\n\n\n<div class=\"wp-block-group pr-notice pr-notice-info\"><div class=\"wp-block-group__inner-container\">\n<p class=\"pr-notice-title\">Step-by-Step actions:<\/p>\n\n\n\n<ol start=\"8\"><li>&#8220;<strong>Campaign Lists<\/strong>&#8220;: <strong>i<\/strong>n this field, you can enable lists in each new popup individually.<\/li><li>\u201c<strong>Fields Mapping<\/strong>\u201c: this field allows you to set up a relation between your Newsletter Popup Fields and Salesforce List Fields. This will allow you to save your newsletter subscribers\u2019 additional data (including Coupon Codes) directly to your Salesforce account.<\/li><li>Press the&nbsp;<strong>Save Config<\/strong>&nbsp;button to save your configurations.<\/li><\/ol>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img src=\"\/docs\/wp-content\/uploads\/2021\/04\/magento2-newsletter-popup-extension-salesforce-configuration-12-1024x362.png\" alt=\"\" class=\"wp-image-18325\"\/><\/figure>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon\">The Salesforce Integration with the Magento Newsletter Popup extension is now completed.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>How to Create Salesforce API for Magento 2 In this article, you will learn how to create your Salesforce API Key and set up Magento 2 Salesforce integration. Please, use the following step-by-step guide. Configuring Salesforce API in Magento 2 Newsletter Popup Extension In this section of the article, you will learn how to configure &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/plumrocket.com\/docs\/magento-newsletter-popup\/integrations\/salesforce\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;How to Set Up Magento 2 Salesforce Integration&#8221;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_mi_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"categories":[320],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v17.2 (Yoast SEO v17.2) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Set Up Magento 2 Salesforce Integration - Plumrocket Documentation<\/title>\n<meta name=\"description\" content=\"How to Create Salesforce API for Magento 2 In this article, you will learn how to create your Salesforce API Key and set up Magento 2 Salesforce\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/plumrocket.com\/magento-newsletter-popup\/salesforce\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Set Up Magento 2 Salesforce Integration\" \/>\n<meta property=\"og:description\" content=\"How to Create Salesforce API for Magento 2 In this article, you will learn how to create your Salesforce API Key and set up Magento 2 Salesforce\" \/>\n<meta property=\"og:url\" content=\"https:\/\/plumrocket.com\/magento-newsletter-popup\/salesforce\" \/>\n<meta property=\"og:site_name\" content=\"Plumrocket Documentation\" \/>\n<meta property=\"article:published_time\" content=\"2020-02-28T16:08:13+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-11-18T09:20:31+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/plumrocket.com\/docs\/wp-content\/uploads\/2021\/04\/magento2-newsletter-popup-extension-salesforce-configuration-1-1024x392.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Plumrocket\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"How to Set Up Magento 2 Salesforce Integration - 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