To start synchronizing your orders with Salesforce you need to set desired settings on the Salesforce Orders Configuration page
Go to Magneto Admin panel - Salesforce - Orders
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Set next option for example
Order Configuration tab
1. Automated Synchronization - Yes
Created orders and any changes with them will be automatically synchronized.
2. Zero Grand Total - Synchronize
Will synchronize orders with zero grand total
3. Synchronize Order Notes - Yes
Will Attach Magento order notes to the Order notes in Salesforce
4. Default Status - Draft
Orders will be placed in this Draft status when Magento needs to make updates. IMPORTANT: Default status must be from the Draft status group in Salesforce.
5. Sync all orders - Yes
Synchronize all orders regardless of Magento status
Advanced tab
1. Create Order - For Paid order
2. Create Opportunity - No
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All information about the orders is sent to Salesforce according to the fields mapping
Go to Magento Admin panel - Salesforce - Fields Mapping - Order
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Go to Magento Admin panel - Salesforce - Fields Mapping - Order Product
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Go to Magento Admin panel - Salesforce - Fields Mapping - Order Status
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Also, you have the ability to create your own custom mappings
Click on the “Add new mapping“ button
Select “Magento Attribute”
Select “Salesforce Attribute”
Set “Enable” to “Yes“
Select “When” mode
Click the “Save Mapper“ button
Now let's check how the Guest Address - Capture option works
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Go to Magento Frontend as a guest - Add some product to Cart
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Click Cart icon - “Proceed to Checkout“ button
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Fill all required fields on the checkout/#shipping page and click the “Next“ button
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Select payment method and click the “Place Order“ button
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Go to Magento Admin panel - Sales - Orders - scroll to the created order
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