Before you get started with how to implement a Magento Salesforce integration to witness better outcomes for your eStore CRM, let’s unveil some significant facts. 

By combining the robust eCommerce platform Magento with the CRM powerhouse, Salesforce, you can unlock the potential for the best version of your sales and marketing strategies. 

Magento integration with Salesforce can uncover valuable benefits like automated lead flow, streamlined customer journey, enhanced efficiency, and data-driven marketing. 

This post will guide you through the straightforward process of integrating Magento with Salesforce, ensuring you have all the necessary steps and information at your fingertips. 

Ways To Integrate Magento With Salesforce

Salesforce magento two integration can be accomplished through two core ways. Let’s dive deeper and talk about each separately:

1. Using a Magento Extension

You will find this way of integration easier to set up and manage. Even non-technical users can perform seamless integration using a Magento Extension. 

You can avail of built-in extensions with varied features and functionalities that suit your needs. 

The best part about this is it’s more cost-effective than custom development. 

2. Custom Development with APIs

By choosing this option for Salesforce Magento 2 integration, you will catch up with the highest flexibility level and customization to tailor the integration per the business needs. This integration allows seamless integration with existing workflows and systems and provides complete control over data synchronization and mapping. 

These are the two top ways to integrate Magento with Salesforce, but which one to pick depends on your business needs, budget, and resources. 

Note*: Steps to integrate these two platforms depend on the extension provider you choose. 

How To Prepare Your Online Store For Salesforce Magento 2 Integration

First, you should prepare your online store, then move ahead to start Magento Salesforce integration. This approach will help you transfer your data successfully. 

1. Go For an Integration Approach

As mentioned above, you can choose a customized approach or a third-party solution. 

Let’s discuss both for better understanding.

If you opt for third-party development solutions, you may have to compromise your system’s integrity, impacting your eStore performance. It’s because of the codes and actions that lag being optimized for your unique business and customers’ needs. 

On the contrary, picking the second alternative will let you gain complete control over the process, with the power to select the data you need to synchronize and let the rest stay unaffected. 

2. Choose an Integration Module

Which integration module will best suit your customers’ expectations and needs? 

While finding the answer to this question, you can chunk out specific options for different integration extensions and modules available on the market. Resultantly, you can optimize your user experience. 

Still trying to decide which one you should choose?

A Salesforce consulting company can help you with seamless Salesforce Magento 2 integration without compromise. 

3. Define Project Needs & Specifications

Next, specify your project requirements to let integration go with your CRM particularities. 

You can consider the below questions to get the right way:

  • Does Salesforce hold the caliber to meet all your CRM requirements?
  • What extra functionalities do you need?
  • Will you be offered internal resources for system maintenance?
  • Who will help you with upgrading your system? 

Hire a Magento development company and move ahead with a clear vision to witness your eStore well optimized and retain customers with increased conversion rates. 

What Are The Advantages of Integrating Magento With Salesforce

Integrating Magento with Salesforce offers numerous advantages, combining the robust e-commerce capabilities of Magento with the powerful customer relationship management (CRM) features of Salesforce. Here are the key benefits of this integration:

1. Enhanced Customer Insights

Unified Customer View:

  • Combining data from Magento and Salesforce provides a comprehensive view of customers, including their purchase history, browsing behavior, and interaction with marketing campaigns.

Personalized Marketing:

  • Detailed customer insights enable personalized marketing strategies, targeted promotions, and tailored recommendations, improving customer engagement and conversion rates.

2. Improved Sales Efficiency

Automated Sales Processes:

  • Integration streamlines sales processes by automating order management, inventory updates, and customer data synchronization between Magento and Salesforce.

Better Lead Management:

  • Sales teams can track leads more effectively, leveraging Magento’s e-commerce data to identify high-value prospects and prioritize follow-ups.

3. Seamless Order Management

Real-Time Order Tracking:

  • Orders placed on Magento are automatically synced with Salesforce, allowing real-time tracking and management of orders and reducing manual errors and delays.

Inventory Synchronization:

  • Inventory levels are updated in real-time across both platforms, ensuring accurate stock information and preventing overselling.

4. Enhanced Customer Service

Centralized Customer Support:

  • Customer service teams can access complete customer profiles and order histories within Salesforce, enabling faster and more informed responses to customer inquiries.

Proactive Issue Resolution:

  • Automated alerts and workflows help identify and promptly address customer issues, enhancing overall customer satisfaction.

5. Streamlined Marketing Campaigns

Integrated Campaign Management:

  • Marketing campaigns can be seamlessly managed across both platforms, utilizing Salesforce’s marketing automation tools and Magento’s customer data for more effective outreach.

ROI Tracking:

  • The integration enables detailed tracking of campaign performance and return on investment (ROI), providing insights for continuous improvement.

6. Data-Driven Decision Making

Advanced Analytics:

  • Combined data from Magento and Salesforce can be analyzed to uncover trends, customer preferences, and sales patterns, aiding in strategic decision-making.

Custom Reports:

  • Customizable reports and dashboards in Salesforce provide actionable insights, helping businesses optimize their operations and marketing efforts.

7. Scalability and Flexibility


  • The integration can be tailored to meet the unique needs of businesses, offering flexibility in terms of customization and scalability as the business grows.

Enhanced Functionality:

  • Businesses can leverage the extensive range of plugins and extensions available for both Magento and Salesforce, further enhancing the capabilities of the integrated system.

8. Cost Efficiency

Reduced Operational Costs:

  • Automation of various processes reduces the need for manual intervention, lowering operational costs and increasing efficiency.

Improved Resource Allocation:

  • By streamlining workflows and improving data accuracy, businesses can allocate resources more effectively, focusing on growth and innovation.

How Do Our Experts Help Integrate Magento with Salesforce?

Having hands-on experience, the seasoned professionals will benefit from a customized integration. 

By choosing EmizenTech for Magento Salesforce integration, you will get a seamless integration experience without interrupting ongoing processes. The team will make the most of both platforms for your business to maximize your sales and marketing efforts. 

You will not regret hiring expert Magento and Salesforce consultants from EmizenTech as they hold the caliber to drive efficiency, foster strong customer relationships, and drive increased sales. 

Key Highlights of EmizenTech

  • Expertise and Guidance
  • Reduced Costs
  • Understand Complexities
  • Seamless Integration Solutions
  • Faster Time to Market
  • Streamlined Data Management
  • Enhanced Efficiency and Automation
  • Ongoing Support and Maintenance


Integrating Salesforce and Magento can help you with synchronized data, real-time updates, valuable customer insights, enhanced personalization, leads tracking, and well-planned sales strategy with in-detail reports. 

You can also reap the benefits of both worlds and let your business get the power of both platforms. 

Contact a Salesforce consulting company today to integrate Salesforce and Magento seamlessly. 

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With a decade of experience in eCommerce technologies and CRM solutions, Virendra has been assisting businesses across the globe to harness the capabilities of information technology by developing, maintaining, and improving clients’ IT infrastructure and applications. A leader in his own rights his teammates see him as an avid researcher and a tech evangelist. To know how the team Virendra can assist your business to adopt modern technologies to simplify business processes and enhance productivity. Let’s Talk.