...
Go to Magento Frontend as a customer - Add some product to Cart
Click Cart icon - “Proceed to Checkout“ button
Select shipping method on the checkout/#shipping page and click the “Next“ button
Select payment method and click the “Place Order“ button
Go to Magento Admin panel - Sales - Orders - scroll to the created order
...
As you can see “Salesforce Order ID“ column is empty. “Salesforce Sync Status“ is a green tick andthe “Salesforce Opportunity ID“ column contains a link. According to the “Create Order“ option, Salesforce Order will be created when an order in Magento is invoiced.
...
Click on the “Salesforce Opportunity ID“ link - Details tab and check all data
...
Contact Roles is Business user
...
Sales Cycle Length - 5 days. Its means that the Opportunity Close Date is 5 days ahead of placing order day
...
Default Opportunity Draft Status - Prospecting
...
Go to Magento Admin panel - Sales - Orders - scroll to the created order
Click Select - View link on the created order
Click Invoice - Submit Invoice Button
As you can see “Salesforce Order ID“ andthe “Salesforce Opportunity ID“ columns contains a links
...
Click on the “Salesforce Opportunity ID“ link - Details tab and check all data
...
Converted Opportunity Status is Needs Analysis
...
Use Invoice date as close date - Yes. Opportunity Close Date is the same as invoice date
...
Go to Magento Admin panel - Sales - Orders - scroll to the created order
Click Select - View link on the created order
Click Ship - Submit Shipment Button
Click on the “Salesforce Opportunity ID“ links
...
Opportunity State does not change, according to the next setting:
...
Related articles
| Filter by label (Content by label) | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...