Automated 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) - Abandoned Carts - Abandoned Cart Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
As a result, when customer add product to cart and leave Cart on Payment step place a Abandoned Cart will be automatically synchronized with Salesforce Opportunity. Also, any change made with shopping cart (for ex. add new product, change quantity) will be automatically synchronized too.
To check if the Abandoned Cart was synchronized:
go to Magento Admin panel - Sales - Abandoned Cart - scroll to the newly created record
You should see that the “Salesforce Sync” column has a green tick and the “Salesforce ID” column contains a link
To check if the Abandoned Cart was not synchronized on Customer page:
Go to Magento Admin panel - Customers - All Customers
Click on Select - Edit link on customer record
Select “Shopping Cart“ tab
To Disable automatic synchronization
go to Salesforce (sidebar menu) - Abandoned Carts - Abandoned Cart Configuration tab
Set the “Automatic Synchronization“ option to “No“
As a result, when customer add product to cart and leave Cart on Payment step place a Abandoned Cart will not be automatically synchronized with Salesforce Opportunity
To check if the Abandoned Cart was not synchronized:
go to Magento Admin panel - Sales - Abandoned Cart - scroll to the newly created record
You should see that the “Salesforce Sync” column has a red exclamation mark and the “Salesforce ID” column is empty
To check if the Abandoned Cart was not synchronized on Customer page:
go to Magento Admin panel - Customers - All Customers
Click on Select - Edit link on customer record
Select “Shopping Cart“ tab and check “Salesforce ID: is missing
Manual synchronization
There are few possible ways for manual synchronization
Go to Magento Admin panel - Sales - Abandoned Cart
Mark checkbox next to the record you want to manually synchronize
Click the “Action” menu - “Sync with Salesforce”
Click the “Sync with Salesforce“ link on the record
Go to Magento Admin panel - Customers - All Customers
Click on Select - Edit link on customer record
Select “Shopping Cart“ tab
Click on ”Sync with Salesforce” button
Abandoned Cart Status
This option allows you to choose Opportunity Stage Name when checkout process begins
go to Magento Admin panel - Salesforce (sidebar menu) - Abandoned Carts - Abandoned Cart Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
Click on the “Abandoned Cart Status” drop-down list
Select Opportunity Status
go to Magento Frontend and Login as a customer
Add some product to ”Cart” - Click on “Cart” icon - “Proceed to Checkout” button
fill all required fields on “checkout/#shipping” page and click the “Next “button
Open Salesforce Opportunity
Default
Record type
Sales Cycle Length
Enable Contact Roles
This option enable Opportunity Customer Role Integration
If the “Enable Contact Roles” option is set to “No“ Opportunity Customer Role will not be populated in Salesforce Opportunity
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Create Opportunity” option to “For every order”
Set the “Enable Contact Roles“ option to “No“
go to Magento Frontend and place an order
If the “Enable Contact Roles” option is set to “Yes“ you are able to choose Opportunity Customer Role which will be populated in Salesforce Opportunity
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Create Opportunity” option to “For every order”
Set the “Enable Contact Roles“ option to “Yes“
Select Customer Role from the “Opportunity Customer Role“ drop-down list
go to Magento Frontend and place an order
Sales Cycle Length
The “Sales Cycle Length” option allows you to set the number of days needed to close the Opportunity
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Create Opportunity” option to “For every order”
Set the “Sales Cycle Length“ option to “15“
go to Magento Frontend and place an order
As a result, “Close date“ is on 15 days after the Opportunity creation date
Abandoned Cart Status
This option allows you to choose Opportunity Stage Name when checkout process begins
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Click on the “Abandoned Cart Status” drop-down list
Select Opportunity Status
go to Magento Frontend and Login as a customer
Add some product to ”Cart” - Click on “Cart” icon - “Proceed to Checkout” button
fill all required fields on “checkout/#shipping” page and click the “Next “button
Default Opportunity Draft Status
This option allows you to choose Opportunities Draft status in which Opportunity will be placed when Magento needs to make updates
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Click on the “Default Opportunity Draft Status” drop-down list
Select Opportunity Status
go to Magento Frontend and place an order
Go to Magento Admin panel and Edit create order
Submit Shipment, Invoice, and Credit Memo
Check Opportunity Stage History
Convert Opportunity
If set “Convert Opportunity” option to ”No” - Opportunity Stage name will be kept as defined on the “Opportunity Status mapping” page
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Convert Opportunity” option to “No“
To set Opportunity Status mapping” do next:
Magento Admin panel - Salesforce (sidebar menu) - Field Mappings - Opportunity Status
Opportunity Status changes when Magento order status will change:
go to Magento Frontend and place an order
Edit create order - Click “Ship” button - Click “Submit Shipment“ button
Edit create order - Click “Invoice” button - Click “Submit Invoice“ button
Edit create order - Click “Credit Memo” button - Click “Refund Offline“ button
If set “Convert Opportunity” option to ”Yes” - Opportunity Stage name will be updated if the order is paid in Magento and set the Stage name to match the value in the “Converted Opportunity Status” field.
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Convert Opportunity” option to “Yes“
Converted Opportunity Status
The “Converted Opportunity Status” option allows you to select the status which Opportunity will receive when the order will be marked as "Paid".
The “Converted Opportunity Status” option works when the “Convert Opportunity” option is set to ”Yes”
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Convert Opportunity” option to “Yes“
Click on the “Converted Opportunity Status“ drop-down list
select Opportunity Status
go to Magento Frontend and place an order
Edit create order - Click “Invoice” button - Click “Submit Invoice“ button
Use Invoice date as close date
This option allows you to define the “Close date“ for Opportunity
If set “Use Invoice date as close date“ option to “Yes” - Opportunity “Close date“ will change to the Magento Invoice date when Opportunity receives “Converted Opportunity Status“. (for ex. “Closed - Won“ )
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Convert Opportunity” option to “Yes“
Click on the “Converted Opportunity Status“ drop-down list
Select “Closed - Won“ as “Opportunity Status”
Set “Use Invoice date as close date“ option to “Yes”
go to Magento Frontend and place an order
Edit create order - Click “Invoice” button - Click “Submit Invoice“ button
If set “Use Invoice date as close date“ option to “No” - Opportunity “Close date“ depends on “Sales Cycle Length“ option.
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set “Sales Cycle Length“ to “15“
Set the “Convert Opportunity” option to “Yes“
Click on the “Converted Opportunity Status“ drop-down list
Select “Closed - Won“ as “Opportunity Status”
Set “Use Invoice date as close date“ option to “No”
go to Magento Frontend and place an order
Edit create order - Click “Invoice” button - Click “Submit Invoice“ button
