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Create Order
Create Order - For paid order
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Automated Synchronization
This option allows you to enable automatic synchronization. If disabled, the synchronization still can be performed manually.
To Enable automatic synchronization
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 Order” option to “For paid order”
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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 Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
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As a result, when customer add product to cart and leave Cart on Payment step place a Abandoned Cart will be automatically synchronized with Salesforce Opportunity. Also, any change made with shopping cart (for ex. add new product, change quantity) will be automatically synchronized too.
To check if the Abandoned Cart was synchronized:
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Create Order” option to “For every 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
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 Order” option to “No”
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go to Magento Frontend and place an order
Click the “Invoice” button - “Submit Invoice”
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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
go to Magento Admin panel - Sales - Abandoned Cart - scroll to the newly created record
You should see that the “Salesforce Sync” column has a green tick and the “Salesforce ID” column contains a link
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To Disable automatic synchronization
go to Salesforce (sidebar menu) - Orders Abandoned Carts - Order Abandoned Cart Configuration tab
Set the “Automatic Synchronization“ option to “YesNo“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Create Opportunity” option to “No”
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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
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
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As a result, when customer add product to cart and leave Cart on Payment step place a Abandoned Cart will not be automatically synchronized with Salesforce Opportunity
To check if the Abandoned Cart was not synchronized:
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Create Opportunity” option to “For every order”
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go to Magento Frontend and place an order
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Sales - Abandoned Cart - scroll to the newly created record
You should see that the “Salesforce Sync” column has a red exclamation mark and the “Salesforce ID” column is empty
Abandoned CartAbandoned Cart Status
Record type
Sales Cycle Length
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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