Page Comparison

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) - Abandoned Carts - Abandoned Cart Configuration tab

• Set the “Automatic Synchronization“ option to “Yes“

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 - 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

To check if the Abandoned Cart was not synchronized on the Customer page:

• Go to Magento Admin panel - Customers - All Customers

• Click on Select - Edit link on customer record

• Select “Shopping Cart“ tab

To Disable automatic synchronization

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

• Set the “Automatic Synchronization“ option to “No“

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 - 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

To check if the Abandoned Cart was not synchronized on Customer page:

• go to Magento Admin panel - Customers - All Customers

• Click on Select - Edit link on customer record

• Select “Shopping Cart“ tab and check “Salesforce ID: is missing

Manual synchronization

There are few possible ways for manual synchronization

• Go to Magento Admin panel - Sales - Abandoned Cart

• Mark checkbox next to the record you want to manually synchronize

• Click the “Action” menu - “Sync with Salesforce”

• Click the “Sync with Salesforce“ link on the record

• Go to Magento Admin panel - Customers - All Customers

• Click on Select - Edit link on customer record

• Select “Shopping Cart“ tab

• Click on ”Sync with Salesforce” button

Abandoned Cart Status

This option allows you to choose Opportunity Stage Name when checkout process begins

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

• Set the “Automatic Synchronization“ option to “Yes“

• 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

• Open Salesforce Opportunity

Record type

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

• Abandoned Cart

• Shopping Cart

Image Added

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) - Abandoned Carts - Abandoned Cart Configuration tab

• Set the “Automatic Synchronization“ option to “Yes“

• Set the “Sales Cycle Length“ option to “15“

• go to Magento Frontend and place an order

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

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) - Abandoned Carts - Abandoned Cart Configuration tab

• Set the “Automatic Synchronization“ option to “Yes“

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

• go to Magento Frontend and place an order

• go to Magento Frontend and add product to Cart

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) - Abandoned Carts - Abandoned Cart Configuration tab

• Set the “Automatic Synchronization“ option to “Yes“

• Set the “Enable Contact Roles“ option to “Yes“

• Select Customer Role from the “Opportunity Customer Role“ drop-down list

• go to Magento Frontend and add product to Cart

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