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| Note |
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Before starting the synchronization process with the bundle and the configurable product you need to deactivate Magento Shipment Item - Validation rule to avoid errors in sync queue |
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Please select Order Product for selected Order, fields [tnw_shipment__Order_Item__c] |
To deactivate Magento Shipment Item - Validation rule do next:
Go to Salesforce - click on Gears button - Setup
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type “Magento Shipment Item“ into “Search Setup“ field
Click on the “Magento Shipment Item Object Manager“ item
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Click on the “Validation Rules“ tab
Select “Edit“ action next to the validation rule
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Unmark the “Active“ checkbox and click Save
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Bundled Products
This option allows you to select how Bundled Products will be synchronized to Salesforce Opportunity + Order line items
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go to Magento Frontend and place an order with a bundle product
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Go to Magento Admin panel - Sales order - edit created order
Click Invoice button - Submit Invoice
Select on Invoices tab - Click on Salesforce ID link
Click on the Related tab
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Click Ship button - Submit Shipment
Select on Shipments tab - Click on Salesforce ID link
Click on the Related tab
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On Salesforce Magento Shipment page only parent product name is shown
Sync bundle products only
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go to Magento Frontend and place an order with a bundle product
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Go to Magento Admin panel - Sales order - edit created order
Click Invoice button - Submit Invoice
Select on Invoices tab - Click on Salesforce ID link
Click on the Related tab
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Click Ship button - Submit Shipment
Select on Shipments tab - Click on Salesforce ID link
Click on the Related tab
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Sync child products only
If set the “Bundled Products” option to “Sync child products only” - childproducts will be synchronized to Salesforce for all orders.
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Shopping Cart tab
set the “Bundled Products” option to “Sync child products only”
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go to Magento Frontend and place an order with a bundle product
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Go to Magento Admin panel - Sales order - edit created order
Click Invoice button - Submit Invoice
Select on Invoices tab - Click on Salesforce ID link
Click on the Related tab
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Click Ship button - Submit Shipment
Select on Shipments tab - Click on Salesforce ID link
Click on the Related tab
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On Salesforce Magento Shipment page product names shows as parent only
Configurable Products
This option allows you to select how Configurable Products will be synchronized to Salesforce Opportunity + Order line items
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go to Magento Frontend and place an order with a configurable product
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Go to Magento Admin panel - Sales order - edit created order
Click Invoice button - Submit Invoice
Select on Invoices tab - Click on Salesforce ID link
Click on the Related tab
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Click Ship button - Submit Shipment
Select on Shipments tab - Click on Salesforce ID link
Click on the Related tab
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On Salesforce Magento Shipment page product names shows as parent only
Parent Product
If set the “Configurable Products” option to “Child Product” - only the configurable product will be synchronized to Salesforce for all orders.
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go to Magento Frontend and place an order with a configurable product
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Create deleted products in Salesforce
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Go to Magento Admin panel - Sales order - edit created order
Click Invoice button - Submit Invoice
Select on Invoices tab - Click on Salesforce ID link
Click on the Related tab
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Click Ship button - Submit Shipment
Select on Shipments tab - Click on Salesforce ID link
Click on the Related tab
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