Page Comparison

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Manual synchronization

There are a few possible ways for manual synchronization

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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 set the number of days needed to close the Opportunityselect 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“

• Set the “Close After“ option to “10“

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• 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

As a result, “Close date“ is on 10 days after the Opportunity creation date

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Opportunity Stage Filter

This option allows you to choose Opportunity Stage Name when the checkout process beginsexclude 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 “Yes“

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

• Select Opportunity Status

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• 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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Opportunity Stage Filter

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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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