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Create Order
Create Order - For paid order
If the “Create Order” option is set to “For paid order” - A Salesforce Order will be created when an order in Magento is marked as "Paid".
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go to Magento Frontend and place an order
go to Magento Admin panel - Sales - Order - Edit created order
Click the “Invoice” button - “Submit Invoice”
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Create Order - For every order
If the “Create Order” option is set to “For every order” - A Salesforce Order will be created for every Magento order.
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go to Magento Frontend and place an order
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Create Order - No
If the “Create Order” option is set to “No” A Salesforce Order will not be created
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go to Magento Frontend and place an order
Click the “Invoice” button - “Submit Invoice”
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Create Opportunity
Create Opportunity - No
If the “Create Opportunity” option is set to “No” only Salesforce Order will be created when an order in Magento is placed
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go to Magento Frontend and place an order
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Create Opportunity - For every order
If the “Create Opportunity” option is set to “For every order” when a customer clicks the "Proceed to Checkout" button, an Opportunity in Salesforce will be created
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go to Magento Frontend and place an order
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Enable Contact Roles
This option enable Opportunity Customer Role Integration
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go to Magento Frontend and place an order
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Sales Cycle Length
The “Sales Cycle Length” option allows you to set the number of days needed to close the Opportunity
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As a result, “Close date“ is on 15 days after the Opportunity creation date
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Abandoned Cart Status
This option allows you to choose Opportunity Stage Name when checkout process begins
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go to Magento Frontend and Login as a customer
Add some product to ”Cart” - Click on “Cart” icon - “Proceed to Checkout” button
fill all required fields on “checkout/#shipping” page and click the “Next “button
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Default Opportunity Draft Status
This option allows you to choose Opportunities Draft status in which Opportunity will be placed when Magento needs to make updates
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go to Magento Frontend and place an order
Go to Magento Admin panel and Edit create order
SubmitShipment, Invoice, and Credit Memo
Check Opportunity Stage History
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Convert Opportunity
If set “Convert Opportunity” option to ”No” - Opportunity Stage name will be kept as defined on the “Opportunity Status mapping” page
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go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Convert Opportunity” option to “Yes“
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Converted Opportunity Status
The “Converted Opportunity Status” option allows you to select the status which Opportunity will receive when the order will be marked as "Paid".
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go to Magento Frontend and place an order
Edit create order - Click “Invoice” button - Click “Submit Invoice“ button
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Use Invoice date as close date
This option allows you to define the “Close date“ for Opportunity
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go to Magento Frontend and place an order
Edit create order - Click “Invoice” button - Click “Submit Invoice“ button
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