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This configuration area can be found in the Magento Admin Portal by navigating to "Salesforce (tab) > Integration Setup > Sales Configuration (page)".


Step 1: Order Configuration

  • Enable Integration - Controls if orders in Magento will be pushed into Salesforce automatically or not.
  • Zero Total - Allows you to filter out orders with zero grand total from being pushed into Salesforce.
  • Synchronize Shopping Cart - Allows you to leverage Salesforce Line Items when creating Opportunities and Orders.
  • Synchronize Notes - Allow you to capture Order notes in Salesforce.

  • Sync all orders - Allows you to filter (at the Order status level) which orders you want to flow into Salesforce. 

    We do highly recommend synchronizing ALL orders from Magento. It will help you see the full picture.

  • Update Customer Info - Allows you to control if customer info should be updated every time the order status changes in Salesforce.

  • Customer Address - Allows you to update Contact/PersonAccount address data from the Guest orders, or allowing you to keep the address information on the Order only w/o updating Contact/PersonAccount.

STEP 2: Multi-Currency

If you are not accepting multiple currencies through your Magento store, you can skip this section.

  • Multi-Currency - allows you to enable and disable the logic to send the correct currency and amounts to Salesforce.
  • Enable Automatic Sync - allows you to update currency rates in Salesforce from Magento.
  • Which currency should be used - allows you to always push BASE currency to Salesforce or the currency selected by the Customer.

STEP 3: Order Integration

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We highly encourage you to use Opportunity & Order setup to allow you build a quality funnel of your potential and real sales in Salesforce.


STEP 4: Orders

  • Draft Status - This is the status our solution will use to make order updates in Salesforce.
  • Converted opportunity status - If the order originated for a wishlist or form an abandoned cart, this is the status we will use for the Opportunity when it results in a sale.
  • Default Record Type - if you have multiple Record Types for your Orders in Salesforce, you can select the default Record Type the solution will use when creating new orders in Salesforce.
  • From Salesforce - Allows Salesforce to create orders in Magento from Salesforce.


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