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  1. #1
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    Default Salesforce Integration

    The integration I did for Salesforce (which was actually featured at Dreamforce 18) has been posted to the Zen Cart plugins area.

    https://www.zen-cart.com/downloads.php?do=file&id=2217

    The most up to date version of this code is on Github:
    https://github.com/scottcwilson/zencart_to_salesforce
    That Software Guy, Plugin Moderator. Store: Zen Cart Modifications
    Available for hire - See my ad in Services
    Contributions: Quantity Discounts, Better Together, SMS on Sale, Gift Wrap at Checkout, and more.

  2. #2
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    Default Re: Salesforce Integration

    Im sure every one heard about Salesforce is a big thing nowadays, but Im not that familiar with the day-to-day usage of it.
    What exactly can one do this? I understand we can import our user and product information to the service.
    Is it mostly for report generation, and perhaps mass emailing?

  3. #3
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    Default Re: Salesforce Integration

    Salesforce is a CRM (Customer Relationship Management) too - it helps you keep track of your customers.
    That Software Guy, Plugin Moderator. Store: Zen Cart Modifications
    Available for hire - See my ad in Services
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  4. #4
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    Default Re: Salesforce Integration

    Quote Originally Posted by swguy View Post
    Salesforce is a CRM (Customer Relationship Management) too - it helps you keep track of your customers.
    That much I kinda know after reading the salesforce site, and the wikipedia page. But what else would it provide other than what zencart does out of the box: "Here are the top 10 customers, and these what what they bought and when they bought it"? Im still scratching my head feeling a bit dense trying to figure out what an average retailer like most zenners do with it. Most of what I've been reading seems very vague.

  5. #5
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    Default Re: Salesforce Integration

    CRM may not be a pain point for you, so it wouldn't make sense to invest in this area.

    Here are some examples of what Salesforce does that Zen Cart does not: on a per customer basis, I can
    - log calls
    - store documents (Word files, Excel spreadsheets, etc.)
    - write up notes
    - mark customer records in various ways to allow me to slice & dice my data
    etc.

    If your business is transactional and customer-initiated, this probably wouldn't be a need for you.
    That Software Guy, Plugin Moderator. Store: Zen Cart Modifications
    Available for hire - See my ad in Services
    Contributions: Quantity Discounts, Better Together, SMS on Sale, Gift Wrap at Checkout, and more.

  6. #6
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    Default Re: Salesforce Integration

    That actually paints a much clearer picture what one would with it.
    In fact, it gave me some idea with what I can experiment on.

    Thanks.

  7. #7
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    Default Re: Salesforce Integration

    If you decide to buy Salesforce, PM me for a discount code.
    That Software Guy, Plugin Moderator. Store: Zen Cart Modifications
    Available for hire - See my ad in Services
    Contributions: Quantity Discounts, Better Together, SMS on Sale, Gift Wrap at Checkout, and more.

  8. #8
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    Default Re: Salesforce Integration

    You can also do things like print mailing labels so you can send cards to some of your customers. I wrote up instructions here:
    https://www.thatsoftwareguy.com/blog...om-salesforce/
    That Software Guy, Plugin Moderator. Store: Zen Cart Modifications
    Available for hire - See my ad in Services
    Contributions: Quantity Discounts, Better Together, SMS on Sale, Gift Wrap at Checkout, and more.

  9. #9
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    Default Re: Salesforce Integration

    Quote Originally Posted by swguy View Post
    You can also do things like print mailing labels so you can send cards to some of your customers. I wrote up instructions here:
    https://www.thatsoftwareguy.com/blog...om-salesforce/
    Thanks! Im going to explore it see what I can do with this.
    Would Saleforce play a role with replacing MailChimp too? I know I've read somewhere about mailing but also there are some integration for those who uses mail chimp. Especially favorable for those who aren't the coding types.

  10. #10
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    Default Re: Salesforce Integration

    You can certainly use Salesforce to send email to your customers.
    That Software Guy, Plugin Moderator. Store: Zen Cart Modifications
    Available for hire - See my ad in Services
    Contributions: Quantity Discounts, Better Together, SMS on Sale, Gift Wrap at Checkout, and more.

 

 

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