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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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