Creating a Cycle from Scratch – Magento Contacts to Salesforce

We’re going to go from no cycles and no connectors at all, to one cycle with two running connectors.

We’ll just call it ‘Sync Magento Contacts to Salesforce’, and the first thing we need to do is install the Magento connector.

Next install the Salesforce connector, it’s important to make sure you’ve got the sandbox setting correctly.

Okay, now we’re ready to move some steps into the cycle, in this cycle we are going to take all the updated customers from Magento and update them in Salesforce.

Just to filter the results a bit, we’ll only be interested in customers who have a store ID of one.

It’s good to name the decision steps so that you know what it is when you look at the cycle later.

Okay, now we need to get that contact in the Salesforce system. We will use ‘get contacts by email’, because it’s likely that the IDs are going to match across most systems unless you set up specifically.

I always put in the fields that we want to update and they’re gonna get taken from the Magento step.

All that information entered we just need to decide how frequently it’s going to run, we’ll just say every hour starting at 9am tomorrow.

That is it, the cycle is ready to run from 9am tomorrow.