...
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
Open Salesforce Opportunity
...
Record type
Sales Cycle Length
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) - Orders - Order 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 “No“
...
go to Magento Frontend and place an order
...
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 - Order 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
...
go to Magento Frontend and place an order
...
This option allows you to select one of two Opportunity record type:
Abandoned Cart
Shopping Cart
...
This will help you to find Opportunity records related to Abandoned Cart quotes - just create a new Opportunity list view and filter them by the Record Type
Sales Cycle Length
The “Sales Cycle Length” option allows you to set the number of days needed to close the 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 “Sales Cycle Length“ option to “15“
...
As a result, “Close date“ is on 15 days after the Opportunity creation date
...
Enable Contact Roles
This option allows you to choose Opportunity Stage Name when checkout process begins
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
Click on the “Abandoned Cart Status” drop-down list
Select Opportunity Status
...
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
...
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
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
Click on the “Default Opportunity Draft Status” drop-down list
Select Opportunity Status
...
go to Magento Frontend and place an order
...
Go to Magento Admin panel and Edit create order
...
Check Opportunity Stage History
...
Convert Opportunity
If set “Convert Opportunity” option to ”No” - Opportunity Stage name will be kept as defined on the “Opportunity Status mapping” page
...
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) - 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 “Convert Opportunity” “Enable Contact Roles“ option to “No“
...
To set Opportunity Status mapping” do next:
Magento Admin panel - Salesforce (sidebar menu) - Field Mappings - Opportunity Status
...
Opportunity Status changes when Magento order status will change:
...
go to Magento Frontend and place an order
...
Edit create order - Click “Ship” button - Click “Submit Shipment“ button
...
Edit create order - Click “Invoice” button - Click “Submit Invoice“ button
...
Edit create order - Click “Credit Memo” button - Click “Refund Offline“ button
...
If set “Convert Opportunity” option to ”Yes” - Opportunity Stage name will be updated if the order is paid in Magento and set the Stage name to match the value in the “Converted Opportunity Status” field.
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“
...
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".
...
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 - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Convert Create Opportunity” option to “Yes“
Click on the “Converted Opportunity Status“ drop-down list
select Opportunity Status
...
go to Magento Frontend and place an order
Edit create order - Click “Invoice” button - Click “Submit Invoice“ button
...
Use Invoice date as close date
This option allows you to define the “Close date“ for Opportunity
If set “Use Invoice date as close date“ option to “Yes” - Opportunity “Close date“ will change to the Magento Invoice date when Opportunity receives “Converted Opportunity Status“. (for ex. “Closed - Won“ )
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” For every order”
Set the “Enable Contact Roles“ option to “Yes“
Click on the “Converted Opportunity Status“ drop-down list
Select “Closed - Won“ as “Opportunity Status”
Set “Use Invoice date as close date“ option to “Yes”
...
go to Magento Frontend and place an order
Edit create order - Click “Invoice” button - Click “Submit Invoice“ button
...
If set “Use Invoice date as close date“ option to “No” - Opportunity “Close date“ depends on “Sales Cycle Length“ option.
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 “Sales Cycle Length“ to “15“
Set the “Convert Opportunity” option to “Yes“
Click on the “Converted Opportunity StatusSelect Customer Role from the “Opportunity Customer Role“ drop-down list
Select “Closed - Won“ as “Opportunity Status”
Set “Use Invoice date as close date“ option to “No”
...
go to Magento Frontend and place an order
Edit create order - Click “Invoice” button - Click “Submit Invoice“ button
...
Related articles
| Filter by label (Content by label) | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...