Salesforce Virtual Seller is a commercial management system used by wholesale businesses to manage customers, orders, stock, and invoicing. By connecting your VentasxMayor store with Salesforce, orders received through your online channel are automatically sent to your management system, and stock levels and prices are updated from Salesforce to your wholesale catalog.
How it works
From Integrations > ERP select Salesforce and enter your OAuth2 credentials. Once connected, VentasxMayor authenticates with Salesforce using an OAuth2 token and establishes a two-way communication channel:
- Orders flow from VentasxMayor to Salesforce each time a wholesale buyer confirms an order.
- Stock and prices flow from Salesforce to VentasxMayor when you request an update.
The integration uses an external identifier (for example, "PAGINAWEB") that allows Salesforce to recognize that orders come from your online store and process them accordingly.
Configuration fields
| Field | Type | Required | Description |
|---|---|---|---|
| Username | Text | Yes | Your Salesforce username. This is the account you use to log in to the system. |
| Password | Text | Yes | Your Salesforce account password. |
| Client ID | Text | Yes | The OAuth2 Client ID provided by Salesforce. You can find it in the connected app configuration within Salesforce. |
| Client Secret | Text | Yes | The OAuth2 Client Secret corresponding to the Client ID. It is obtained together with the Client ID. |
| Identifier | Text | Yes | An external identifier that Salesforce will use to recognize orders from your store. Example: "PAGINAWEB". Coordinate this value with your Salesforce administrator. |
| Warehouse | Text | No | The warehouse name from which stock and prices are queried. If left empty, general values are used. Useful when you manage multiple warehouses and want your online store to reflect the stock of a specific one. |
| Companies | Text | No | Company names to sync from. Useful if your Salesforce instance manages multiple business entities and you want to limit synchronization to one or several of them. |
What syncs
Orders (VentasxMayor → Salesforce)
Each confirmed order is sent to Salesforce with all the information needed for processing:
- Buyer data (name, tax ID, address, phone, email)
- Product list with SKU code, quantity, unit price, and applied discounts
- Payment terms and notes
- The configured identifier so Salesforce can classify the order origin
Stock (Salesforce → VentasxMayor)
Stock levels are queried from Salesforce and updated in your wholesale catalog. If you configured a specific warehouse, only the stock from that warehouse is imported. Products are matched by SKU code.
Prices (Salesforce → VentasxMayor)
Wholesale prices are obtained from Salesforce and applied to the products in your store. If you configured a warehouse, the prices correspond to the price list associated with that warehouse.
Sync behavior
Orders
- Mode: Automatic on order confirmation, or manual from the admin panel.
- Timing: Immediately after the buyer confirms the order.
- Errors: If sending fails, it is logged in the error history and an email notification is sent to the store administrator. You can retry the send from the error log.
Stock and prices
- Mode: On demand.
- Bulk update: Use the "Update All Products" button to sync stock and prices for your entire catalog.
- Individual update: You can update stock and price for a specific product from its detail page by searching by SKU.
Authentication
- The integration uses OAuth2 token-based authentication. The token is renewed automatically when needed.
- If your credentials change in Salesforce, update the configuration in VentasxMayor to restore the connection.
Tips
- Coordinate the Identifier field value with your Salesforce team before activating the integration. This value determines how Salesforce classifies and processes orders from your online store.
- If you manage multiple warehouses, configure the Warehouse field so your online store shows the correct stock. A misconfigured warehouse can lead to sales of products that are not actually available.
- After bulk price changes or merchandise intake in Salesforce, use "Update All Products" to reflect the changes in your store immediately.
- Check the error log frequently. An order that does not reach Salesforce will not be invoiced or prepared for dispatch, which can cause delays in serving your wholesale buyers.
- If you receive error notifications by email, address them as soon as possible. They are usually resolved by retrying the send from the panel.