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E-commerce / CRM · Two-way sync platform

Magento and Salesforce integration

Plan how Magento and Salesforce should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

  • Scope your workflow with an integration engineer
  • Review the systems, records, and updates you need

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Proposed workflow

Product or catalog item sync test

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting eventA change involving Magento Products or Salesforce Products and Price Books needs a defined result in the other system.

  1. Start with Magento Products and Salesforce Products and Price Books. Use the record-matching and field-ownership rules from your mapping worksheet.

  2. Resolve units, variants, categories, and applicable price lists before order lines.

  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

What to verifyTest two variants of one product, a changed SKU, and a price that applies to only one market or currency.

Review records and field ownership

Proposed record relationships

Records to connect

Use these examples to define record matching and field ownership for your technical review.

Download the mapping worksheet

CSV · No email required

Example record relationships between Magento and Salesforce
Magento recordSalesforce recordRecord matchingField ownership
ProductsProposed record; confirm Stacksync object support.Record matchingProducts and Price BooksProposed record; confirm Stacksync object support.Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys.Assign ownership for catalog content, price, and stock separately.
CustomersProposed record; confirm Stacksync object support.Customer identity assessmentAccountsProposed record; confirm Stacksync object support.Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient.Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company.
CustomersProposed record; confirm Stacksync object support.Customer identity assessmentContactsProposed record; confirm Stacksync object support.Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient.Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company.

These relationships do not establish connector availability. Review the required connection and record operations with Stacksync.

Record coverage to review

Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.

Magento

Connection and object support require review

Record types to review with Stacksync

Record typesCoverage and requirements
  • Products
  • Configurable / variant products
  • Categories
  • Orders
  • Customers
  • Inventory source items (MSI)
Confirm support for this record type and the direction you need.

Discuss Magento requirements

Salesforce

Read and write support varies by record

Record types covered in the setup guide

Record typesCoverage and requirements
  • Writable standard objects (subject to detection mode)
  • Writable custom objects (subject to detection mode)
See connector requirements. Confirm field permissions and sync direction.

Read the Salesforce connector guide

Connection essentials

Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.

View setup requirements and limits
Connection requirementMagentoSalesforce
Integration interfaceREST and GraphQL Web APIs (SOAP also available)REST, SOAP, and Bulk APIs
AuthenticationConfirm the credentials, API plan, and permissions required for Magento.OAuth login via a Salesforce user
Change detectionConfirm how Stacksync detects changes for this connector and the objects you need.Stacksync uses Apex triggers where permitted, or regular incremental polling when triggers cannot be used.
Read accessConfirm with StacksyncAvailable for supported records
Write accessConfirm with StacksyncAvailable for supported records

Enterprise controls

Security and control for your integrations

Explore security controls

Compliance and data transfers

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

  • SOC 2 Type II
  • ISO 27001
  • HIPAA BAA
  • GDPR
  • CCPA
  • DPF US-EU-UK-CH

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

Magento
Integration interface
REST and GraphQL Web APIs (SOAP also available)
Authentication
Confirm the credentials, API plan, and permissions required for Magento.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync
Setup requirements
  • Identify the Magento account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Magento, including read/write support, authentication, and initial-load limits.
Limitations to check
  • Confirm Stacksync support for Magento and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
Salesforce
Integration interface
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Stacksync uses Apex triggers where permitted, or regular incremental polling when triggers cannot be used. Confirm the selected mode for each object.
Read access
Available for supported records
Write access
Available for supported records
Setup requirements
  • Authorize a Salesforce user with API access. Check whether the selected objects can use Apex triggers or require polling.
  • Test in a sandbox and make the intended objects and fields visible to the connected user.
Limitations to check
  • Object eligibility depends on write access and the selected detection mode. Non-triggerable objects cannot use trigger mode.
  • Read-only and formula fields need separate handling; a Salesforce platform capability does not establish support for every object.
Technical documentation

Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.

Salesforce setup guide

Prepare Magento and Salesforce access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

Magento setup checklist
  • Identify the Magento account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Magento, including read/write support, authentication, and initial-load limits.
Salesforce setup checklist
  • Authorize a Salesforce user with API access. Check whether the selected objects can use Apex triggers or require polling.
  • Test in a sandbox and make the intended objects and fields visible to the connected user.

Setup guides: Authorize Salesforce

Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the Magento and Salesforce planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

Talk to an engineer · Review current pricing

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet · CSV, no email required

Record matching

Products / Products and Price Books

Compare whether Magento Products and Salesforce Products and Price Books describe the same product or catalog item in your business.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Magento
Object support to establish
Salesforce
Object support to establish
Record identity
Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys.
Field ownership
Assign ownership for catalog content, price, and stock separately.

Fields to include

  • Source product ID
  • SKU or variant reference
  • Description
  • Unit of measure
  • Price-list reference
Record dependencies
Resolve units, variants, categories, and applicable price lists before order lines.
Validation
Test two variants of one product, a changed SKU, and a price that applies to only one market or currency.
Recovery
Repair the variant or price-list reference before retrying affected order lines; preserve existing transaction prices.

References: Salesforce: Products and Price Books documentation

Customer identity

Customers / Accounts

Before linking Magento Customers to Salesforce Accounts, check whether the customer is an individual or a company. Match the correct record type in each system.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Magento
Object support to establish
Salesforce
Object support to establish
Record identity
Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient.
Field ownership
Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company.

Fields to include

  • Source customer ID
  • Person/company classification
  • Legal entity or business unit
  • Destination identity reference
Record dependencies
Resolve person or company type, legal entity, business role, and any billing account before transactions.
Validation
Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
Recovery
Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.

References: Salesforce: Accounts documentation

Customer identity

Customers / Contacts

Before linking Magento Customers to Salesforce Contacts, check whether the customer is an individual or a company. Match the correct record type in each system.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Magento
Object support to establish
Salesforce
Object support to establish
Record identity
Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient.
Field ownership
Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company.

Fields to include

  • Source customer ID
  • Person/company classification
  • Legal entity or business unit
  • Destination identity reference
Record dependencies
Resolve person or company type, legal entity, business role, and any billing account before transactions.
Validation
Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
Recovery
Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.

References: Salesforce: Contacts documentation

Business process

Orders / Opportunities

Approved sales handoff: Salesforce Opportunities provides context for Magento Orders. These are related records, not equivalent entities.

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Magento
Object support to establish
Salesforce
Object support to establish
Record identity
Link the originating deal ID to a newly assigned order ID; do not reuse the deal ID as an order number.
Field ownership
Define the approval event and the customer/product data required to create an order. A sales stage alone must not authorize every order.

Fields to include

  • Source record reference
  • Destination record reference
  • Approved handoff state
  • Duplicate-detection key
Record dependencies
Map the customer and sales pipeline before the opportunity; map stage values deliberately.
Validation
Repeat the approved handoff and verify that it locates the existing order; test a reopened deal without silently cancelling fulfillment.
Recovery
Suspend downstream creation for a rejected deal and review whether an order already exists before retrying.

References: Salesforce: Opportunities documentation

Compare integration approaches

Choose a method around one example record and the update your business needs. Use Products / Products and Price Books to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit
Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility
Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose
Check record matching: Distinguish the product ID, variant ID, SKU, and price-list entry; they are not interchangeable keys. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit
A vendor-built integration may fit if it supports your Magento and Salesforce record types.
Operating responsibility
Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose
First check whether either vendor offers this integration. If available, verify Products / Products and Price Books, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit
Consider explicit orchestration for the Orders / Opportunities handoff.
Operating responsibility
Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose
Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery.

File or scheduled snapshot

Best fit
Consider for a one-time Magento / Salesforce migration or a reporting need with an explicit freshness window.
Operating responsibility
Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose
Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow scenarios and expected results

Product or catalog item sync test

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Products or Products and Price Books record needs a defined result in the other system.

  1. Start with Magento Products and Salesforce Products and Price Books. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve units, variants, categories, and applicable price lists before order lines.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test two variants of one product, a changed SKU, and a price that applies to only one market or currency.

If it fails: Repair the variant or price-list reference before retrying affected order lines; preserve existing transaction prices.

Customer sync test

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Customers or Accounts record needs a defined result in the other system.

  1. Start with Magento Customers and Salesforce Accounts. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve person or company type, legal entity, business role, and any billing account before transactions.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.

If it fails: Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.

Customer sync test

Planning example. Stacksync support for the required connection and record operations needs a technical review.

Starting event: A change to the selected Customers or Contacts record needs a defined result in the other system.

  1. Start with Magento Customers and Salesforce Contacts. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve person or company type, legal entity, business role, and any billing account before transactions.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.

If it fails: Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.

Coordinate Magento commerce data with Salesforce

This is an evaluation scenario; connector and operation support require confirmation.

Starting event: A catalog, order, or fulfillment change in Magento matters to Accounts or Contacts.

  1. Choose the commerce entity from Products or Configurable / variant products; separate products, variants, orders, and fulfillments.
  2. Preserve order and line references through the Salesforce process. Define many-to-one or one-to-many relationships explicitly.
  3. Assign separate ownership for commercial approval, inventory, and fulfillment, including partial cancellations or returns.

Expected result: A split fulfillment and repeated request preserve line quantities without duplicate orders or shipments.

If it fails: Look up existing downstream records before retrying creation; reconcile current order and fulfillment states.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Products / Products and Price Books

Test case

Test two variants of one product, a changed SKU, and a price that applies to only one market or currency.

Expected result

The expected product or catalog item relationship is preserved with no duplicate action or unintended write.

Customers / Accounts

Test case

Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.

Expected result

The expected customer relationship is preserved with no duplicate action or unintended write.

Customers / Contacts

Test case

Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.

Expected result

The expected customer relationship is preserved with no duplicate action or unintended write.

Orders / Opportunities

Test case

Repeat the approved handoff and verify that it locates the existing order; test a reopened deal without silently cancelling fulfillment.

Expected result

The expected deal or opportunity relationship is preserved with no duplicate action or unintended write.

Direction and permissions

Test case

Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated product or catalog item change

Investigate

Inspect Magento Products and Salesforce Products and Price Books, their IDs, and the destination error.

Next action

Repair the variant or price-list reference before retrying affected order lines; preserve existing transaction prices.

Rejected or repeated customer change

Investigate

Inspect Magento Customers and Salesforce Accounts, their IDs, and the destination error.

Next action

Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.

Rejected or repeated customer change

Investigate

Inspect Magento Customers and Salesforce Contacts, their IDs, and the destination error.

Next action

Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.

A record type or update is unavailable

Investigate

Check the Magento and Salesforce connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between Magento and Salesforce

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

Magento Salesforce Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Salesforce.

Salesforce Magento Direction requires confirmation

Detect changesStacksync uses Apex triggers where permitted, or regular incremental polling when triggers cannot be used. Confirm the selected mode for each object.

Apply updatesConfirm that Stacksync can create or update the records you need in Magento.

Update timing and record limits
  • Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
FAQ

Magento and Salesforce integration FAQ

Next step

Plan your integration with an engineer

Walk through your Magento and Salesforce records, field mappings, and requirements with an integration engineer.