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This option allows you to enable automatic synchronization. If disabled, the synchronization still can be performed manually.
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Important: Also you need to start related consumers:
Follow the manage message queues documentation and add the following listeners to your |
To Enable automatic synchronization
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To check if the Abandoned Cart was not synchronized on the Customer page:
Go to Magento Admin panel - Customers - All Customers
Click on Select - Edit link on customer record
Select “Shopping Cart“ tab
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Go to Magento Admin panel - Customers - All Customers
Click on Select - Edit link on customer record
Select “Shopping Cart“ tab
Click on ”Sync with Salesforce” button
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Default Owner
This default owner will be assigned to the Salesforce Opportunity when created
go to Magento Admin panel - Salesforce (sidebar menu) - Abandoned Carts - Abandoned Cart Configuration tab
set “Automated Synchronization“ option to “Yes“
Expand the “Default Owner“ drop-down list and choose an owner
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Default Owner will be applied in case when Account Default Owner is not selected and Sales Rep is not specififed on Customer page |
go to Magento Frontend and login as a Customer
add some product to Cart
do to Magento admin panel - Sales - Abandoned Carts - scroll to the newly created record
Click on the “Salesforce ID“ link
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Abandoned Cart Status
This option allows you to choose Opportunity Stage Name when checkout process begins
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go to Magento Admin panel - Salesforce (sidebar menu) - Abandoned Carts - Abandoned Cart Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
Set the “Enable Contact Roles“ option to “No“
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go to Magento Frontend and place an order
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go to Magento Frontend and add product to Cart
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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) - Orders Abandoned Carts - Order Abandoned Cart Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Create Opportunity” option to “For every order”
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 Frontend and place an orderadd product to Cart
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