Why integrate Salesforce CRM?
Salesforce is one of the most widely used CRMs among mid-sized and large companies. BMITZ integrates Salesforce with eCommerce platforms to create a 360° customer view, automate marketing and sales, and personalize the shopping experience.
Key features
- 360° customer view
- Sales Cloud and Service Cloud
- Integrated Marketing Cloud
- Einstein AI
- AppExchange marketplace
- Robust APIs
What data flows between your store and Salesforce CRM
This page is about connecting a store running on Adobe Commerce (Magento), PrestaShop, Shopify or VTEX to the Salesforce CRM. If you are looking for Salesforce's own store platform, Commerce Cloud, that is a different product with its own page.
From the eCommerce to Salesforce, the usual flows are new and updated customers, orders with their lines and amounts, the status of each order, and returns. With that, the sales team can see on the account record what each customer buys, how often, and when they stopped buying, without leaving Salesforce. Behavioural information useful for sales, such as abandoned carts or quote requests, can also be sent, provided there is a legal basis for processing it.
In the other direction, Salesforce can send back to the store the assigned sales rep, the segment or customer type, and contact details that sales or customer service correct in the CRM. The rule is the same as in any integration: ownership is decided field by field, so no system overwrites what another has updated.
B2B accounts and individual customers in Salesforce CRM
In business sales, the Salesforce model fits eCommerce naturally: the customer company is an account and each buyer who logs into the store is a contact linked to it. That way the account's commercial terms apply even when several people place orders, and the sales rep sees all of the company's orders in one place.
If you also sell to consumers, Salesforce offers person accounts, which represent an individual without having to invent a fictitious company. Enabling them is a decision best taken early and together with whoever administers your Salesforce, because it affects the data model of the whole CRM and, once enabled, they cannot be disabled.
Quote requests, or orders above a certain amount, can create opportunities for the sales team to follow up, and a problem with an order can open a case linked to that order, so customer service has the full context without having to ask another department for it.
How we connect Salesforce CRM to the eCommerce
Salesforce offers several APIs depending on the type of flow. The REST API covers day-to-day operations, such as creating or updating a customer or recording an order; the Bulk API is designed for large loads, such as the initial import of historical orders; and platform events and change data capture let the store know as soon as something changes in the CRM, without polling it every few minutes.
To avoid duplicates we work with external IDs: each customer and each order stores in Salesforce the identifier it has in the store, so an update never creates a new record by mistake. Authentication uses a connected app and an integration user with only the permissions it needs.
Salesforce limits API calls according to the edition and the licences purchased. We take that into account when designing the flows, grouping operations and sending only changes, so the integration does not compete with other applications that already use those calls. If your company already works with MuleSoft or another integration layer, we connect through it.
Consent, GDPR and how we work with Salesforce CRM
Consent to marketing communications is collected in the store, but it is used mainly from the CRM and the marketing tools. That is why it travels with its source and date, and an unsubscribe recorded on either side is reflected on the other. A customer's access or erasure requests also need to reach every system, and we build that into the design rather than leaving it as a manual task.
The project starts with a joint analysis with whoever administers your Salesforce, whether an internal team or a partner: custom objects and fields that already exist, validation rules and automations that fire when records are created, and which data each team really needs. The outcome is a mapping document that is signed off before development starts.
We develop and test in a Salesforce sandbox, never directly in production, and any transfer that fails because the CRM does not respond is queued and retried automatically. On the store side, we connect Salesforce to Adobe Commerce (Magento), PrestaShop, Shopify, VTEX or a custom-built B2B ordering portal, and the account and contact design is the same in every case.
Integration services
Everything you need to connect Salesforce CRM with your eCommerce
Ideal for your industry
Integration with Salesforce CRM is especially useful for companies in these industries looking to optimize their operations.
Frequently asked questions
Which Salesforce edition is needed to integrate it with the store?
The integration needs an edition with API access: some include it and others can add it as an extra. The volume of calls available also depends on the edition and the licences. We review this in the initial analysis with whoever manages your Salesforce contract.
Can Salesforce CRM be integrated with a Shopify, Magento or PrestaShop store?
Yes. Salesforce does not depend on the store platform: we connect to its APIs from Adobe Commerce (Magento), PrestaShop, Shopify or VTEX. We first assess whether an existing connector covers your flows and, if your business rules do not fit it, we build our own.
What happens if a customer is changed at the same time in the store and in Salesforce?
That is why ownership is defined for each field: for example, tax details and the assigned sales rep are governed from Salesforce, while shipping addresses and account preferences are governed from the store. If a conflict still occurs, the integration applies the agreed rule and logs it for review.
Do you need Marketing Cloud to make use of store data in Salesforce?
No. Store customers, orders and consents are useful in the CRM even without Marketing Cloud. If you already have it, or use another email tool, we design the integration so that segments and unsubscribes reach it too.
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