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Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

Date post: 07-Dec-2014
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Cloud Conversions CEO Jon Jessup presented how to integrate Magento's eCommerce platform with SalesForce.com during the Imagine eCommerce Conference's Day 2 technical breakout sessions.
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CloudGento An Enterprise Level Mash-up of Magento and Salesforce.com
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Page 1: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

CloudGentoAn Enterprise Level Mash-up of Magento and Salesforce.com

Page 2: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

Jon Jessup

Founder & CEO

Cloud Conversion

Page 3: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

Agenda

Cloud Conversion Background

CloudGento -- What, Why and How We Do It

Magento API Best Practices

Common Pitfalls to Avoid

MagentoGo

Opportunities for Cloud Developers

Live Demos!

Q & A

Page 4: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

Cloud Conversion Background

Team consists of cloud evangelists with over 25 years experience in

eCommerce, CRM and ERP.

We know eCommerceAbout Cloud ConversionFounded February 2009 in Park City, UT

Focus: Build innovative eCommerce applications

Mission: Solve real-world business challenges

Primary Products: eCommSource & CloudGento

Self-funded

Page 5: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

Successful Customers

Page 6: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

Key Partners

Page 7: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

CloudGento - What, Why and How We Do It

Overview

Integrating B2B and B2C Operations

Streamlining Customer Service and Support

Managing RMAs and Replacements

Managing Inventory across Multiple Channels

Reporting & Analytics

Workflow, Visual Flow and Security

Marketing Initiatives (VerticalResponse, MailChimp, etc)

Page 8: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

CloudGento Flow

Customers

Orders

Products

Shipping

Page 9: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

The Eclipse/Force.com IDE

Page 10: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

Getting Started

Make sure API Endpoint is accessible

i.e. – http://www.samplesite.com/api/v2_soap

Define API User and Appropriate Roles

System -> Web Services

WSDL can be found at

http://www.samplesite.com/api/v2_soap?wsdl=1

Page 11: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

Defining API Role

Page 12: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

Defining API Users

Page 13: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

Basic Magento API Flow

Make login request with username/API key -> SessionID

Store SessionID to make subsequent API calls

Call endSession (optional)

Page 14: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

Basic Magento API Calls

login

startSession

endSession

resources

globalFaults

resourceFaults

Page 15: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

Available Customer and Order API Calls

directoryCountryList

directoryRegionList

customerCustomerList

customerCustomerCreate

customerCustomerInfo

customerCustomerUpdate

customerCustomerDelete

customerGroupList

customerAddressList

customerAddressCreate

customerAddressInfo

customerAddressUpdate

customerAddressDelete

salesOrderListsalesOrderInfosalesOrderAddCommentsalesOrderHoldsalesOrderUnholdsalesOrderCancelsalesOrderShipmentListsalesOrderShipmentInfosalesOrderShipmentCreatesalesOrderShipmentAddCommentsalesOrderShipmentAddTracksalesOrderShipmentRemoveTracksalesOrderShipmentGetCarrierssalesOrderInvoiceListsalesOrderInvoiceInfosalesOrderInvoiceCreatesalesOrderInvoiceAddCommentsalesOrderInvoiceCapturesalesOrderInvoiceVoidsalesOrderInvoiceCancel

Page 16: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

Available Product and Category Calls

catalogCategoryCurrentStorecatalogCategoryTreecatalogCategoryLevelcatalogCategoryInfocatalogCategoryCreatecatalogCategoryUpdatecatalogCategoryMovecatalogCategoryDeletecatalogCategoryAssignedProductscatalogCategoryAssignProductcatalogCategoryUpdateProductcatalogCategoryRemoveProductcatalogProductCurrentStorecatalogProductListcatalogProductInfocatalogProductCreatecatalogProductUpdatecatalogProductSetSpecialPricecatalogProductGetSpecialPricecatalogProductDelete

catalogProductAttributeCurrentStorecatalogProductAttributeListcatalogProductAttributeOptionscatalogProductAttributeSetListcatalogProductTypeListcatalogProductAttributeTierPriceInfocatalogProductAttributeTierPriceUpdatecatalogCategoryAttributeCurrentStorecatalogCategoryAttributeListcatalogCategoryAttributeOptionscatalogProductAttributeMediaCurrentStorecatalogProductAttributeMediaListcatalogProductAttributeMediaInfocatalogProductAttributeMediaTypescatalogProductAttributeMediaCreatecatalogProductAttributeMediaUpdatecatalogProductAttributeMediaRemovecatalogProductLinkListcatalogProductLinkAssigncatalogProductLinkUpdatecatalogProductLinkRemovecatalogProductLinkTypescatalogProductLinkAttributes

Page 17: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

Coming in 1.5.0.0 API

New Shopping Cart API

Support for multiple ComplexFilters

Page 18: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

Best Practices & Common Pitfalls to Avoid

Keep track of Increment Ids!

Make Sure the API is properly setup & enabled

Monitor API Calls and Don’t Overload the API

Understand Complex Filters and Associative Entities

Always use SSL and Encrypt API Tokens

Don’t Be Afraid to Mash-up Other Services

Build a Custom API in PHP

Page 19: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

REST API via OpenSocial/Shindig!

oAuth Support

Gadgets and Widgets to extend the site and admin

Ability to offer Free trials

End goal: “If you can do it in the UI, you can do it via a

service”

Future support for push notifications

Page 20: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

Open protocol (oAuth.net) for secure API authorization in a

“simple” and standard method from applications. Allows

MagentoGo accounts to be connected to 3rd party

applications without the account owner having to share

their

password and they can revoke access at any time.

oAuth Overview

Notable oAuth Implementations: Salesforce.com, LinkedIn, Twitter, Facebook, LivePerson, Magento, etc

Page 21: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

1) Acquire key and consumer secret

2) Ask for a request token and specify your callback

3) Direct the user to the Magento authorization screen

4) Receive a callback to the URL your specified

5) Ask for an access token

6) Make API calls!

The oAuth Dance

Page 22: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

REST Request:http://magento.local/shindig/gadgets/api/rest/product/93?view=preview

Page 23: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

PaaS

Beta

Runs on Magento Enterprise

Maintained/Hosted by Magento

Automatic Upgrades

Customizations done in CSS and Gadgets

REST API + oAuth +JSON

Ripe for Opportunity/Innovation!

Open-Source

GA

Community/Professional/Enterprise

Full-Control Over Installation

Responsible for Upgrades

Customizations done in PHP

SOAP API

Large Install Base

Page 24: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

eCommerce Opportunities for Cloud Developers

Find a Pain Point and Help Solve It!

Build Gadgets/Integrations for MagentoGo

Mash-up eCommerce services (PayPal, Magento, etc)

Build Social eCommerce Applications

Mobile Apps

Page 25: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

Live Demos!

Page 26: Magento Imgine eCommerce Conference February 2011: Mashup of Magento and SalesForce.com

Question & Answer

Questions, Thoughts, Ideas?


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