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  • go to Magento Admin panel - Salesforce (sidebar menu) - Abandoned Carts - Abandoned Cart Configuration tab

  • Set the “Automatic Synchronization“ option to “Yes

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

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  • go to Magento Frontend and place an order

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  • go to Magento Frontend and add product to Cart

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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) - Orders Abandoned Carts - Order Abandoned Cart Configuration tab

  • Set the “Automatic Synchronization“ option to “Yes

  • go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab

  • Set the “Create Opportunity” option to “For every order”

  • 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 Frontend and place an orderadd product to Cart

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