Salesforce
Our portals let you extend existing Salesforce CRM investments, data, workflows & processes to your customers or partners.
Easy Configuration with No Custom Coding
With Magentrix's market-leading integration, you’re 5-6 clicks away from connecting to any edition of Salesforce.
- It’s pre-configured so you can easily integrate any standard or custom object which can then be displayed in your portal.
- You maintain complete control over user access and security while giving Contacts access to select data.
- Designed for optimal performance and efficient API usage, the Magentrix Salesforce integration minimizes the number of API calls made to Salesforce by intelligently syncing data based on usage. This ensures you stay within Salesforce's API call limits, maintain high performance, and enjoy continuous access to your data.
Learn more below and by flipping through the tabs above ☝️
Salesforce remains the system of records
When interacting with Salesforce Objects, Magentrix uses the Salesforce IDs as the primary keys → That means, Salesforce is the system of records.
- When records are created from Magentrix into Salesforce, Magentrix first creates the record in Salesforce
- Once the record is created successfully, it will then bring that data back into Magentrix.
This way if there are any validation rules and triggers that are defined in Salesforce that prevent the data from being created, those validation rules and triggers are respected and the appropriate message is shown to the user.
Updating Salesforce CRM records in Magentrix
Similarly, when a record is updated in Magentrix,
- The platform will first pass the data to Salesforce
- Once the data is successfully committed to Salesforce, it is only then that it is synced back into Magentrix.
In case the update was not successful in Salesforce, an appropriate notification message is shown in Magentrix.
Salesforce AppExchange partner since 2012
You can find Magentrix's listings on Salesforce's AppExchange – listed as the top-rated partner management app. Additionally, our Customer Management solution has its own listing on the AppExchange.
How Magentrix's Salesforce integration is fundamentally different than competitors
🟣 It takes 5-8 minutes to set up (watch video above).
🟣 Magentrix has built the most comprehensive Salesforce integration compared to other PRM vendors on the market – so comprehensive it feels like you're working right in Salesforce (at least that's what Athena says, see quote below).
🟣 The integration was built internally and does not rely on any third-party vendor to perform the integration. Our team has full control over how the integration is managed and used.
🟣 Freedom from relying on third-party vendors lets you manage your data more cohesively, gives you greater customization options and flexibility, and guarantees that making changes or resolving issues doesn't result in extra delays for you, your partners, or your customers.
Data objects in Salesforce connected to your partner portal or customer portal
→ Almost all data objects that are in Salesforce are accessible to Magentrix.
→ This means you can bring almost all Objects that are available in Salesforce into Magentrix and have users interact with those Objects right within the Magentrix portal.
Magentrix gives you independence to do it yourself (DIY)
→ This process can be done by Magentrix customers without involving the Magentrix team
→ You have the ability to build complex forms and user interfaces on Objects you’ve brought into the portal from Salesforce.
Validation rules from Salesforce applied to your portal
In addition to validation rules that are defined in Salesforce, with Magentrix, you can apply further validation rules and field level security to personalize the experience for your partners or customers.
Syncing Salesforce records to Magentrix
Any records created or modified in Salesforce are synced to Magentrix using a Smart Sync Technology developed by Magentrix on time based intervals.
Magentrix Smart Sync Technology will analyze how often and how many records are changed in Salesforce, and it will automatically adjust the sync interval as needed.
How our Salesforce integration helps
Brad Hoyle
"Easy Salesforce integration, standard tools, and custom build-ability. Partner Portal. This was a great alternative to Community Cloud which wasn't a financially viable option for us." Read more.
Athena H.
"... looking for a PRM that had great functionality, but one in which we could "build" ourselves on a low-code, no-code platform. Magentrix was just that. It not only integrates into SF, but mimics SF. It is easy to use, intuitive, and provides loads of features." Read more.
Jayson Peterson
"The Salesforce integration was simple and has proven to be the most beneficial feature."
Read more.
“One of the things that we absolutely love about Magentrix is the two-way nature of it. Your integration with Salesforce was a huge plus. The ability for our partners to communicate with our Salesforce and for our Salesforce to communicate with our partners was a real driving characteristic ..."
→ Watch the video or read the full case study to learn more.
