Instructions
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Automated Synchronization
This option allows you to enable automatic synchronization. If disabled, the synchronization still can be performed manually.
To Enable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
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As a result, when customers place a new order on Frontend it will be automatically synchronized with Salesforce Order. Also, any change made with an order (for ex. add comments, change status) will be automatically synchronized too.
To check if the order was synchronized:
go to Magento Admin panel - Sales - Orders - scroll to newly created order
You should see that “Salesforce Sync Status” column has a green tick and “Salesforce Order ID” column has link
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or click “Select - View“ on the created order and choose “Salesforce“ tab
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To Disable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “No“
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As a result, when customers place a new order on Frontend it will not be automatically synchronized with Salesforce Order.
To check if the order was not synchronized:
go to Magento Admin panel - Sales - Orders - scroll to newly created order
You should see that “Salesforce Sync Status” column has a red exclamation mark and “Salesforce Order ID” column is empty
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or click “Select - View“ on the created order and choose “Salesforce“ tab
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Manual synchronization
There are few possible ways for manual synchronization
Go to Magento Admin panel - Sales - Orders
Mark checkbox next to order you want to manually synchronize
Click “Action” menu - “Sync with Salesforce”
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click “Select - View“ on the created order
Click “Salesforce Sync“ button
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click “Select - View“ on the created order
click on “Salesforce“ tab
click “Save and Sync Order“ button
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As a result, order should receive Salesforce Order ID and Salesforce Sync Status become green tick
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Zero Grand Total
Synchronize Order Notes
Update Order Info
Default Status
Sync all orders
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