Instructions
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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 - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
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As a result, when customers place a new order on Frontend it will be automatically synchronized with Salesforce Order. Also, any change made with an order (for ex. add comments, change status) will be automatically synchronized too.
To check if the order was synchronized:
go to Magento Admin panel - Sales - Orders - scroll to the newly created order
You should see that the “Salesforce Sync Status” column has a green tick and the “Salesforce Order ID” column contains a link
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or click “Select - View“ on the created order and choose the “Salesforce“ tab
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To Disable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “No“
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As a result, when customers place a new order on Frontend it will not be automatically synchronized with Salesforce Order.
To check if the order was not synchronized:
go to Magento Admin panel - Sales - Orders - scroll to the newly created order
You should see that the “Salesforce Sync Status” column has a red exclamation mark and the “Salesforce Order ID” column is empty
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or click “Select - View“ on the created order and choose the “Salesforce“ tab
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Manual synchronization
There are few possible ways for manual synchronization
Go to Magento Admin panel - Sales - Orders
Mark checkbox next to the order you want to manually synchronize
Click the “Action” menu - “Sync with Salesforce”
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Click the “Select - Sync with Salesforce“ action on an order record
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Click “Select - View“ on the created order
Click the “Salesforce Sync“ button
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Click “Select - View“ on the created order
Click on the “Salesforce“ tab
Click the “Save and Sync Order“ button
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As a result, the order should receive Salesforce Order ID and Salesforce Sync Status become green tick
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Zero Grand Total
This option allows enable/disable synchronization for orders with zero grand total (for ex. free sample products or customers apply 100% discount coupon for order)
To Enable Zero Grand Total
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
Set the “Zero Grand Total“ option to “Synchronize“
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To Disable Zero Grand Total
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
Set the “Zero Grand Total“ option to “Do not synchronize“
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Synchronize Order Notes
This option allows you to attach Magento order notes to the Order notes in Salesforce
To Enable Synchronize Order Notes
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Synchronize Order Notes“ option to “Yes“
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As a result, Magento order comments will be attached to the Order 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 Order Notes“ option to “No“
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As a result, Magento order comments will not be attached to the Order notes in Salesforce
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Update Order Info
This option actually does not work
Default Status
This option allows you to specify a default order status to be used when making changes to the order (marks an incomplete order or changes being made).
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Click on the “Default Status“ drop-down list
select order status
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| Info |
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How to add new status in drop-down list |
go to Salesforce and click the “Gears“ button
type “Object Manager” into the “Search Setup” field and click on it
Click on the “Order“ label and select the “Fields & Relationships“ tab
Click on “Status” field label and add new labels
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| Note |
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IMPORTANT: Default status must be from the Draft status group in Salesforce. If select Default status from Activated status group order will not be synchronized |
You can see an error in “TNW Salesforce / From Magento to SalesForce sync queue“ table
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Choose a valid status and save your changes. For a new or cloned order, choose Draft. An Activated order's status can't be edited., fields [Status] |
go to Magento Admin panel - Salesforce (sidebar menu) - Queues - From Magento
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Sync all orders
This option allows you to Synchronize all orders regardless of Magento status
When the “Sync all orders“ option is set to “Yes“ orders with any status will be synchronized
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Sync all orders“ option to “Yes“
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When the “Sync all orders“ option is set to “No“ you are able to choose particular orders statuses to be synchronized
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Sync all orders“ option to “No“
Select particular orders statuses to be synchronized (for ex. Complete)
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Editable Sales Representative
This option enable/disable Sales Representative drop-down on the Creation order page in Admin panel
When the “Editable Sales Representative“ option is set to “Yes“ Sales Representative drop-down is enabled and the admin is able to change Sales Representative during order creation
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Sales Representative“ option to “Yes“
go to Magento Admin panel - Sales - Orders - Create new Order
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When the “Editable Sales Representative“ option is set to “No“ Sales Representative drop-down is disabled and the admin is not able to change Sales Representative
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Sales Representative“ option to “No“
go to Magento Admin panel - Sales - Orders - Create new Order
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