Shopping Cart

Before starting the synchronization process with the bundle and the configurable product you need to deactivate Magento Shipment Item - Validation rule to avoid errors in sync queue

Please select Order Product for selected Order, fields [tnw_shipment__Order_Item__c]

To deactivate Magento Shipment Item - Validation rule do next:

Go to Salesforce - click on Gears button - Setup

type “Magento Shipment Item“ into “Search Setup“ field
Click on the “Magento Shipment Item Object Manager“ item

Click on the “Validation Rules“ tab
Select “Edit“ action next to the validation rule

Unmark the “Active“ checkbox and click Save

Bundled Products

This option allows you to select how Bundled Products will be synchronized to Salesforce Opportunity + Order line items

Sync Bundled product including all products from the bundle

If set the “Bundled Products” option to “Bundled product including all products from the bundle” - Bundled product itself and all products included in the bundle will be synchronized to Salesforce for all orders.

go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Shopping Cart tab
set the “Bundled Products” option to “Bundled product including all products from the bundle”

go to Magento Frontend and place an order with a bundle product

Go to Magento Admin panel - Sales order - edit created order
Click Invoice button - Submit Invoice
Select on Invoices tab - Click on Salesforce ID link
Click on the Related tab

Click Ship button - Submit Shipment
Select on Shipments tab - Click on Salesforce ID link
Click on the Related tab

On Salesforce Magento Shipment page only parent product name is shown

Sync bundle products only

If set the “Bundled Products” option to “Sync bundle products only” - Bundled product itself will be synchronized to Salesforce for all orders.

go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Shopping Cart tab
set the “Bundled Products” option to “Sync bundle products only”

go to Magento Frontend and place an order with a bundle product

Go to Magento Admin panel - Sales order - edit created order
Click Invoice button - Submit Invoice
Select on Invoices tab - Click on Salesforce ID link
Click on the Related tab

Click Ship button - Submit Shipment
Select on Shipments tab - Click on Salesforce ID link
Click on the Related tab

Sync child products only

If set the “Bundled Products” option to “Sync child products only” - child products will be synchronized to Salesforce for all orders.

go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Shopping Cart tab
set the “Bundled Products” option to “Sync child products only”

go to Magento Frontend and place an order with a bundle product

Go to Magento Admin panel - Sales order - edit created order
Click Invoice button - Submit Invoice
Select on Invoices tab - Click on Salesforce ID link
Click on the Related tab

Click Ship button - Submit Shipment
Select on Shipments tab - Click on Salesforce ID link
Click on the Related tab

On Salesforce Magento Shipment page product names shows as parent only

Configurable Products

This option allows you to select how Configurable Products will be synchronized to Salesforce Opportunity + Order line items

Child Product

If set the “Configurable Products” option to “Child Product” - only the simple product will be synchronized to Salesforce for all orders.

go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Shopping Cart tab
set the “Configurable Products” option to “Child Product”

go to Magento Frontend and place an order with a configurable product

Go to Magento Admin panel - Sales order - edit created order
Click Invoice button - Submit Invoice
Select on Invoices tab - Click on Salesforce ID link
Click on the Related tab

Click Ship button - Submit Shipment
Select on Shipments tab - Click on Salesforce ID link
Click on the Related tab

On Salesforce Magento Shipment page product names shows as parent only

Parent Product

If set the “Configurable Products” option to “Child Product” - only the configurable product will be synchronized to Salesforce for all orders.

go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Shopping Cart tab
set the “Configurable Products” option to “Child Product”