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Table of Contents

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  1. Change Integration Mode to "Magento Salesforce (only)" or "Bi-directional".
  2. Enter your API Username and API Password (your Username and Password for Salesforce account).
  3. Enter your Security Token (In some cases token is not required, please check with your Salesforce Administrator for more information). To reset your Security Token use the following instruction: https://help.salesforce.com/articleView?id=user_security_token.htm&type=5
  4. Enter the path to your WSDL file, but we are hoping you've already saved the file. Related article: Magento 2 & Salesforce: Installation Instructions
  5. Verify your connection configuration by clicking the "Test Connection & Apply Changes" button.
  6. If the connection was successful, click Save Config at the top right of the page.

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Expand Advanced section and select synchronization mode from Message Queue drop-down list

  • Standard - Message Queue work with CRON
  • RabbitMQ - send Message Queue via RabbitMQ

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Expand the Advanced (section) section. 

Set "Developer Mode" to "Yes"

Note

Enable this feature only if your Salesforce organization leverages State and Country picklists for addresses. 

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  • Automated Synchronization
    • Set to Yes to enable the Powersync system to automatically capture creation or editing events in Magento and trigger the Salesforce synchronization process.
    • Set to No to synchronize manually using the Magento Admin Panel at Catalog > Products. Select one or more products and click Sync with Salesforce from the Action menu.
  • Sync with all Pricebooks
    • Set to Yes - Magento will send to SF information about product prices from all websites where those products are assigned including inactive websites for the product at the moment.
    • Set to No - product will be synchronized to assigned website pricebooks except inactive for the product at the moment.
  • Price Accuracy - Specify the number of decimal places when synchronizing product prices with Salesforce.
  • Cause Product sync by scheduled update
    • Set to Yes - If you have a scheduled product update in Magento (Enterprise only feature), scheduled changes will be synced to Salesforce once the scheduled changes take effect.
    • Set to No - Scheduled product changes will not update Salesforce.

STEP 8: Order Configuration

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ItemDescription
Create Order

Specifies when the PowerSync integration should create a Salesforce order:

  • For paid order: Creates a Salesforce order only when the Magento order is Paid.
  • For every order: Creates a Salesforce order for every Magento order.
Create Opportunity

Specifies when the PowerSync integration should create a Salesforce Opportunity to capture potential sales in Magento:

  • For every order: When a customer clicks Proceed to Checkout, a Salesforce Opportunity is created. A Salesforce Order is created when an order in Magento is Paid.
  • No - A Salesforce Order is created only when a Magento order is Paid.

Examples:

  • Create Opportunity set to No, Create Order set to For every paid order. No opportunity is created but when the order is paid, Powersync creates an  order in Salesforce.
  • Create Order set to For paid order, Create Opportunity set to For every order. The Salesforce opportunity is created when the customer places the order. When the order is placed, the opportunity status is updated. When the order is paid, the opportunity status is changed to Closed Won. Powersync creates the order in Salesforce and links the order to the opportunity to show where the order originated from. 

Enable Contact Roles

  • Set to Yes to cause the Powersync integration to assign a Salesforce Contact to the Opportunity (linking the customer and a potential order).
  • Set to No to prevent the Powersync integration from assigning a contact.
Opportunity Customer RoleChoose the Magento customer role for the created Salesforce Opportunity. Decision Maker is the typical role for e-commerce use cases.
Abandoned Cart StatusOpportunity Stage Name when checkout process begins 
Default Opportunity Draft StatusOrder's Opportunities will be placed in this Draft status when Magento needs to make updates
Sales Cycle Length

Enter the number of days for the Salesforce Opportunity close date.

Convert Opportunity

  • Set to Yes - Update Opportunity Stage name if the order is paid in Magento and set the Stage name to match the value set in Converted Opportunity Status.
  • Set to No - Keep Opportunity Stage name as defined on Opportunity Status mapping page
Converted Opportunity StatusOpportunity status used to identify a Closed Won Opportunity.

Use Invoice date as close date

  • Set to Yes to allow Powersync to update the Close Date on the Opportunity when the order is paid to make sure the Close Date matches the date on the invoice.
  • Set to No to cause Powersync to update the Close Date when the order is placed.

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