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As a result, “Close date“ is on 15 days after the Opportunity creation date

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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

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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

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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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Opportunity Record type

This option allows you to select one of two Opportunity record type:

  • Abandoned Cart

  • Shopping Cart

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This will help you to find Opportunity records related to Shopping Cart quotes - just create a new Opportunity list view and filter them by the Record Type

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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Page Properties
hiddentrue

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