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Manual synchronization
There are a few possible ways for manual synchronization
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Click on the “Record Types“ tab
Create a new Record Type
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Close After
The “Close After” option allows you to set the number of days needed to close the Opportunity
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go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
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set “Enable B2B Quote Synchronization“ option to “Yes“
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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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Default 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
...
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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
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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 Opportunity ID“ link
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Submit order from created quote
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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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