The “Enable Invoice Synchronization” option allows you to Enable/Disable invoice synchronization. If disabled, invoice synchronization is skipped.
go to Magento Admin panel - Salesforce (sidebar menu) - Invoices - Invoice Configuration tab
set “Enable Invoice Synchronization“ option to “Yes“
After this new option appears: Enable Automatic Synchronization - Yes/No
The “Enable Automatic Synchronization” option allows you to Enable/Disables Automatic invoice synchronization. If disabled, the synchronization still can be performed manually
go to Magento Admin panel - Salesforce (sidebar menu) - Invoices - Invoice Configuration tab
set “Enable Invoice Synchronization“ option to “Yes“
set “Enable Automatic Synchronization” option to “Yes“
As a result, when a merchant submits an invoice it will be automatically synchronized with Salesforce Invoice.
To check if the Invoice was synchronized:
go to Magento Admin panel - Sales - Invoices - scroll to the newly-created invoice
You should see that the “Salesforce ID” column contains a link
or go to Magento Admin panel - Sales - Orders and scroll to the created order
Click “Select - View“ on the created order and choose the “Invoices“ tab
The “Salesforce ID“ column should contain a link
go to Magento Admin panel - Salesforce (sidebar menu) - Invoices - Invoice Configuration tab
set “Enable Invoice Synchronization“ option to “Yes“
set “Enable Automatic Synchronization” option to “No“
As a result, when a merchant submits an invoice it will not be automatically synchronized with Salesforce Invoice.
To check if the Invoice was not synchronized:
go to Magento Admin panel - Sales - Invoices - scroll to the newly-created invoice
You should see that the “Salesforce ID” column is empty
or go to Magento Admin panel - Sales - Orders and scroll to the created order
Click “Select - View“ on the created order and choose the “Invoices“ tab
The “Salesforce ID“ column is empty
There are few possible ways for manual synchronization
Go to Magento Admin panel - Sales - Invoices
Mark checkbox next to the invoice you want to manually synchronize
Click the “Action” menu - “Sync with Salesforce”
Click the “Select - Sync with Salesforce“ action on the invoice record
Click the “Select - view“ action
Click the “Salesforce Sync“ button on the Invoice page
Go to Magento Admin panel - Sales - Orders and scroll to the created order
Click the “Select -View“ action - “Invoices“ tab
Mark checkbox next to the invoice you want to manually synchronize
Click the “Action” menu - “Sync with Salesforce”
Click the “Select - Sync with Salesforce“ action on the invoice record in the Order page
Note: If the “Enable Invoice Synchronization“ option is set to “No“ all “Sync with Salesforce“ buttons for invoice are hidden |
This option allows you to attach Magento Invoice notes to the Invoice notes in Salesforce
To Enable Synchronize Notes
go to Magento Admin panel - Salesforce (sidebar menu) - Invoices - Invoice Configuration tab
Set the “Synchronize Notes“ option to “Yes“
As a result, Magento invoice comments will be attached to the Invoice notes in Salesforce
To Disable Synchronize Notes
go to Magento Admin panel - Salesforce (sidebar menu) - Invoices - Invoice Configuration tab
Set the “Synchronize Notes“ option to “No“
As a result, Magento invoice comments will not be attached to the Invoice notes in Salesforce
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