syncrasy / pimcore-salesforce-bundle
Pimcore-Salesforce Connector
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Type:pimcore-bundle
Requires
- pimcore/pimcore: >=10.0
README
This bundle allows integration of the Pimcore PIM system with your existing Salesforce system with just a few steps. It offers further customisation, allowing you to configure and utilize the bundle as per your requirements.
Key features:
- Easy mapping of Pimcore PIM object fields with existing Salesforce system.
- Synchronize existing Pimcore objects with Salesforce in real-time.
- Add multiple mapping fields with just a click in Pimcore.
- Update and modify Salesforce objects within the Pimcore admin panel.
- Define object class from the Pimcore PIM system for streamlined management of Salesforce objects.
Prerequisites
- Working Salesforce org.
- Pimcore version 10 or above.
- PHP version 8.1 or above.
Getting Started/Installation:
- Install Pimcore-Salesforce Connector command line
composer require syncrasy/pimcore-salesforce-bundle
- Enable the bundle by running
bin/console pimcore:bundle:enable SyncrasyPimcoreSalesforceBundle
- Install Bundle by running
bin/console pimcore:bundle:install SyncrasyPimcoreSalesforceBundle
- Clear cache by running
bin/console cache:clear --no-warmup
- Reload Pimcore instance
- Enter required values in Pimcore Website Settings
- salesforce-org: enter environment type (production or development)
- salesforce-password:
- salesforce-username:
- Create a new object of class SalesForceSetup
Configure and Setup
- Use website Settings to supply the Salesforce information like credentials and environment type
- Access Pimcore Salesforce Connector from the wrench icon
- Create mapping for desired class in Pimcore which you would like to sync in Salesforce
- Basic Configuration:
- Pimcore Classes - choose from the list of existing Pimcore classes
- Salesforce Objects - choose from the list of existing Salesforce objects
- Field for SF ID - a unique field from Pimcore class to store the Saleforce ID
- Pimcore Unique Field - a unique field for mapping. Example email
- Salesforce Unique Field - a unique field for mapping. Example email
- Column Configuration - configure the Pimcore class fields which will be mapped to Saleforce object fields.
Supported Pimcore field types:
- Calculated Value Type
- Date Types
- Dynamic Select Types
- Geographic Types
- Localized Fields
- Number Types