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  • go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote

  • Click on the “Select - View” link on created quote

  • Select the “Existing” radio button under the “Opportunity“ section

  • Click on the search field

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Enable Contact Roles

This option enable Opportunity Customer Role Integration

If the “Enable Contact Roles” option is set to “No“ Opportunity Customer Role will not be populated in Salesforce Opportunity

  • go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab

  • Set the “Enable Contact Roles“ option to “No

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  • go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote

  • Click on the “Salesforce Opportunity ID“ link

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If the “Enable Contact Roles” option is set to “Yes“ you are able to choose Opportunity Customer Role which will be populated in Salesforce Opportunity

  • go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab

  • Set the “Enable Contact Roles“ option to “Yes

  • Select Customer Role from the “Opportunity Customer Role“ drop-down list

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  • go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote

  • Click on the “Salesforce Opportunity ID“ link



Create Opportunity Items for the status 

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