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Enable B2B Quote 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) - Negotiable Quotes - Negotiable Quotes tab

• Set the “Enable B2B Quote Synchronization“ option to “Yes“

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As a result, when customers request a new quote on Frontend it will be automatically synchronized with Salesforce Quote. Also, any change made with a quote (for ex. add comments, change products QTY, and price) will be automatically synchronized too.

To check if the quote was synchronized:

• go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote

You should see that the “Salesforce Sync Status” column has a green tick, the “Salesforce Quote ID” column contains a link, and the “Salesforce Opportunity ID” column contains a link

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• or click “Select - View“ action and check the Opportunity section

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To Disable automatic synchronization

• go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab

• Set the “Enable B2B Quote Synchronization“ option to “No“

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As a result, when customers request a new quote on Frontend it will not be automatically synchronized with Salesforce Quote. Also, any change made with a quote (for ex. add comments, change products QTY, and price) will not be automatically synchronized too.

To check if the quote was not synchronized:

• go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote

You should see that the “Salesforce Sync Status” column has a red exclamation mark, the “Salesforce Quote ID” column is empty, and the “Salesforce Opportunity ID” column is empty

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• or click “Select - View“ action and check the Opportunity section

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Manual synchronization

There are a few possible ways for manual synchronization

• Go to Magento Admin panel - Sales - Quotes

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

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

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• or click the “Select - Sync with Salesforce“ action on the quote record

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• or click the “Select - View“ action on the quote record

• Click the “Salesforce Sync“ button

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Default Owner

This default owner will be assigned to the Salesforce Opportunity and the Salesforce Quote when created

• go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab

• set “Enable B2B Quote Synchronization“ option to “Yes“

• Expand the “Default Owner

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• “ drop-down list and choose an owner

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• go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote

• Click on the “Salesforce Opportunity ID“ link

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Record type

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

• Abandoned Cart

• Shopping Cart

But for Negotiable Quote, you can create new Record type (for Example “Negotiable Quote“)

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For this do next:

• Go to Salesforce - Gears button - click Setup

• type “record type“ into the Search Setup field

• Click on the “Opportunity Record Type“ item in the Search list

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• Click on the “Record Types“ tab

• Create a new Record Type

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Default Opportunity Status

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

• go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab

• set “Enable B2B Quote Synchronization“ option to “Yes“

• Click on the “Default Opportunity Status” drop-down list

• Select Opportunity Status

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• go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote

• Click on the “Salesforce Opportunity ID“ link

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Opportunity Stage Filter

This option allows you to exclude all Opportunities with selected Stage names from the searchable dropdown list when creating Quotes in Magento.

• go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab

• set “Enable B2B Quote Synchronization“ option to “No“

• Select Opportunities Stages names in the “Opportunity Stage Filter“ you want to exclude

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• go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote

• Click on the “Select - View” link on created quote

• Select the “Existing” radio button under the “Opportunity“ section

• start typing opportunity name

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Minimum Search Length

This option allows you to set up the minimum number of characters required to start a search Opportunities in the searchable dropdown list when creating Quotes in Magento

• go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab

• Type number of characters in “Minimum Search Length“ field

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• go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote

• Click on the “Select - View” link on created quote

• Select the “Existing” radio button under the “Opportunity“ section

• Click on the search field

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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) - Negotiable Quotes - Negotiable Quotes tab

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

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• go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote

• Click on the “Salesforce Opportunity ID“ link

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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) - Negotiable Quotes - Negotiable Quotes tab

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

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

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• go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote

• Click on the “Salesforce Opportunity ID“ link

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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

Sync all Quotes - Yes

• 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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Sync all Quotes - No

• go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab

• Set the “Sync all Quotes” option to “No“

• Mark some Quote statuses for example “Submitted“ and “Ordered“

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As a result, a quote will be synchronized with Salesforce only when its status will be changed to Submitted or Ordered

• go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote (Saved status)

• Check “Salesforce Opportunity ID“ and “Salesforce Quote ID“ links are missing

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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“

• Quote status changed to “Submitted“

• 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 “Edit“ button, add the discount and click the Save button

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• Check changes were not synchronized with Salesforce

• Click the “Save & Finalize button“

• Quote status changed to “Submitted“

• Check changes were synchronized with Salesforce

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• Click the “Convert to Order“ button and Submit an order

• Quote status changed to “Ordered“

• Check changes were synchronized with Salesforce

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