...
Manual synchronization
There are a few possible ways for manual synchronization
...
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click on the “Salesforce Opportunity ID“ link
...
...
Record type
This option allows you to set the number of days needed to close the Opportunity
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“
...
select one of two Opportunity record type:
Abandoned Cart
Shopping Cart
But for Negotiable Quote, you can create new Record type (for Example “Negotiable Quote“)
...
For this do next:
Go to Salesforce - Gears button - click Setup
type “record type“ into the Search Setup field
Click on the “Salesforce Opportunity ID“ link
As a result, “Close date“ is on 10 days after the Opportunity creation date
...
Record Type“ item in the Search list
...
Click on the “Record Types“ tab
Create a new Record Type
...
Default Opportunity Status
...
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click on the “Salesforce Opportunity ID“ link
...
...
Sync all Quotes
This option allows you to select specific B2BQuote status when OpportunityItems 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
Select B2BQuote status from the “Create Opportunity Items for the status“ list
...
Set the “Sync all Quotes” option to “Yes“
...
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
...
Click on the “Salesforce Quote ID“ link and check all data synchronized
...
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
...
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
...
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“
...
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
...
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click the “Select - View“ link on the quote
Click the “Salesforce Opportunity ID“ link
...
Submit order from created quote
...
Save & Send button“
Quote status changed to “Submitted“
Click on the “Salesforce Quote ID“ link and check all data synchronized
...
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
...
Check changes were not synchronized with Salesforce
Click the “Save & Finalize button“
Quote status changed to “Submitted“
Check changes were synchronized with Salesforce
...
Click the “Convert to Order“ button and Submit an order
Quote status changed to “Ordered“
Check changes were synchronized with Salesforce
...
Related articles
| Filter by label (Content by label) | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
| Page Properties | ||
|---|---|---|
| ||
|