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
Default Owner
This default owner will be assigned to the Salesforce Opportunity and the Salesforce Quote when created
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
set “Enable B2B Quote Synchronization“ option to “Yes“
Expand the “Default Owner“ drop-down list and choose an owner
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click on the “Salesforce Opportunity ID“ link
Close After
The “Close After” option allows you to set the number of days needed to close the Opportunity
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
set “Enable B2B Quote Synchronization“ option to “Yes“
Set the “Close After“ option to “10“
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click on the “Salesforce Opportunity ID“ link
As a result, “Close date“ is on 10 days after the Opportunity creation date
Default Opportunity Status
This option allows you to choose Opportunity Stage Name when the checkout process begins
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
set “Enable B2B Quote Synchronization“ option to “Yes“
Click on the “Default Opportunity Status” drop-down list
Select Opportunity Status
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click on the “Salesforce Opportunity ID“ link
