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To start synchronizing your orders with Salesforce you need to set desired settings on the Salesforce Orders Configuration page

  • Go to Magneto Admin panel - Salesforce - Orders

  • Set next option for example

Order Configuration tab

1. Automated Synchronization - Yes

Created orders and any changes with them will be automatically synchronized.

2. Zero Grand Total - Synchronize

Will synchronize orders with zero grand total

3. Synchronize Order Notes - Yes

Will Attach Magento order notes to the Order notes in Salesforce

4. Default Status - Draft

Orders will be placed in this Draft status when Magento needs to make updates. IMPORTANT: Default status must be from the Draft status group in Salesforce.

5. Sync all orders - Yes

Synchronize all orders regardless of Magento status

Advanced tab

1. Create Order - For Paid order

2. Create Opportunity - No

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