...
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 has contains a link
...
or click “Select - View“ on the created order and choose the “Salesforce“ tab
...
To Disable automatic synchronization
...
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
...
or click “Select - View“ on the created order and choose the “Salesforce“ tab
...
Manual synchronization
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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”
...
- click
Click the “Select - Sync with Salesforce“ action on an order record
...
Click “Select - View“ on the created order
Click the “Salesforce Sync“ button
...
click Click “Select - View“ on the created order
click Click on the “Salesforce“ tab
click Click the “Save and Sync Order“ button
...
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
click Click on the “Default Status“ drop-down list
select order status
...
go to Salesforce and click the “Gears“ button
type “Object Manager” into the “Search Setup” field and click on it
click Click on the “Order“ lable label and select the “Fields & Relationships“ tab
click Click on “Status” field label and add new labels
...
| Note |
|---|
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
...
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“
...
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)
...
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
...
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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