Enable B2B Quote Synchronization
This option allows you to enable automatic synchronization. If disabled, the synchronization still can be performed manually
To Enable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
Set the “Enable B2B Quote Synchronization“ option to “Yes“
As a result, when customers request a new quote on Frontend it will be automatically synchronized with Salesforce Quote. Also, any change made with a quote (for ex. add comments, change products QTY, and price) will be automatically synchronized too.
To check if the quote was synchronized:
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
You should see that the “Salesforce Sync Status” column has a green tick, the “Salesforce Quote ID” column contains a link, and the “Salesforce Opportunity ID” column contains a link
or click “Select - View“ action and check the Opportunity section
To Disable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
Set the “Enable B2B Quote Synchronization“ option to “No“
As a result, when customers request a new quote on Frontend it will not be automatically synchronized with Salesforce Quote. Also, any change made with a quote (for ex. add comments, change products QTY, and price) will not be automatically synchronized too.
To check if the quote was not synchronized:
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
You should see that the “Salesforce Sync Status” column has a red exclamation mark, the “Salesforce Quote ID” column is empty, and the “Salesforce Opportunity ID” column is empty
or click “Select - View“ action and check the Opportunity section
Manual synchronization
There are few possible ways for manual synchronization
Go to Magento Admin panel - Sales - Quotes
Mark checkbox next to the quote you want to manually synchronize
Click the “Action” menu - “Sync with Salesforce”
or click the “Select - Sync with Salesforce“ action on the quote record
or click the “Select - View“ action on the quote record
Click the “Salesforce Sync“ button
