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  • Opportunity Display - list all Salesforce Opportunities assigned to Magento customer. The list of Salesforce Opportunities will only be visible in the Magento Admin Portal.
  • Opportunity Filter
    • a Customer - All Opportunities assigned to the Contact in Salesforce.
    • an Account - All Opportunities assigned to an entire Account in Salesforce.

STEP 7: Wishlists

  • Enable Integration - Controls if PowerSync should capture customer wishlists in Salesforce in a form of an Opportunity.
  • Close Date - time needed to close the Wishlist Opportunity.
  • Default Stage Name - Stage Name for the Wishlist Opportunity when the Wishlist is first created.
  • Enable Contact Roles - allows associating a Contact to the Wishlist Opportunity.
    • Default Role - usually is a "Decision Maker".
  • Default Record Type - you can create a custom record type for the Wishlist Opportunity in Salesforce.