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  • 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)

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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

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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

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