Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • 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 the Select - Sync with Salesforce“ action on an order record

...

  • Click “Select - View“ on the created order

  • Click the “Salesforce Sync“ button

...

  • 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 “YesSales 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 “NoSales 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

...

Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@11ce5
sortmodified
showSpacefalse
reversetrue
typepage
cqllabel = "kb-how-to-article" and type = "page" and space = "IWS"
labelskb-how-to-article
Page Properties
hiddentrue

Related issues