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Manual synchronization
There are a few possible ways for manual synchronization
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Submit order from created quote
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Sync all Quotes
This option allows you to select specific B2BQuote status when B2B Quote and B2b Opportunity will be created
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
Set the “Sync all Quotes” option to “Yes“
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As a result, a quote will be synchronized with Salesforce any time when its status will be changed
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Check “Salesforce Opportunity ID“ and “Salesforce Quote ID“ links are available
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Click on the “Salesforce Quote ID“ link and check all data synchronized
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go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click the “Select - View“ link on the quote
Click the “Save & Send button“
Click on the “Salesforce Quote ID“ link and check all data synchronized
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go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click the “Select - View“ link on the quote
Click the “Convert to Order“ button and Submit an order
Click on the “Salesforce Quote ID“ link and check all data synchronized
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