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Note: If the “Enable Shipment Synchronization“ option is set to “No“ all “Sync with Salesforce“ buttons for shipment are hidden

Synchronize Notes

This option allows you to attach Magento Shipment notes to the Shipment notes in Salesforce

To Enable Synchronize Notes

  • go to Magento Admin panel - Salesforce (sidebar menu) - Shipment - Shipment Configuration tab

  • Set the “Synchronize Notes“ option to “Yes

As a result, Magento invoice comments will be attached to the Invoice notes in Salesforce

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To Disable Synchronize Order Notes

  • go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab

  • Set the “Synchronize Notes“ option to “No

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As a result, Magento invoice comments will not be attached to the Invoice notes in Salesforce

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Enable tracking numbers Synchronization

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