Create Order

Create Order - For paid order

If the “Create Order” option is set to “For paid order” - A Salesforce Order will be created when an order in Magento is marked as "Paid".

Create Order - For every order

If the “Create Order” option is set to “For every order” - A Salesforce Order will be created for every Magento order.

Create Order - No

If the “Create Order” option is set to “No” A Salesforce Order will not be created


Create Opportunity

Create Opportunity - No

If the “Create Opportunity” option is set to “No” only Salesforce Order will be created when an order in Magento is placed

Create Opportunity - For every order

If the “Create Opportunity” option is set to “For every order” when a customer clicks the "Proceed to Checkout" button, an Opportunity in Salesforce will be created

go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab

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

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

Sales Cycle Length

The “Sales Cycle Length” option allows you to set the number of days needed to close the Opportunity

As a result, “Close date“ is on 15 days after the Opportunity creation date

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

Opportunity Record type

This option allows you to select one of two Opportunity record type:

This will help you to find Opportunity records related to Shopping Cart quotes - just create a new Opportunity list view and filter them by the Record Type

Convert Opportunity

If set “Convert Opportunity” option to ”No” - Opportunity Stage name will be kept as defined on the “Opportunity Status mapping” page

To set Opportunity Status mapping” do next:

Opportunity Status changes when Magento order status will change:

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.

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”

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“ )

If set “Use Invoice date as close date“ option to “No” - Opportunity “Close date“ depends on “Sales Cycle Length“ option.

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