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
All information about the orders is sent to Salesforce according to the fields mapping
Go to Magento Admin panel - Salesforce - Fields Mapping - Order
Go to Magento Admin panel - Salesforce - Fields Mapping - Order Product
Go to Magento Admin panel - Salesforce - Fields Mapping - Order Status
Also, you have the ability to create your own custom mappings
Click on the “Add new mapping“ button
Select “Magento Attribute”
Select “Salesforce Attribute”
Set “Enable” to “Yes“
Select “When” mode
Click the “Save Mapper“ button
Now let's check how the Orders synchronization works
Go to Magento Frontend as a customer - Add some product to Cart
Click Cart icon - “Proceed to Checkout“ button
Select shipping method on the checkout/#shipping page and click the “Next“ button
Select payment method and click the “Place Order“ button
Go to Magento Admin panel - Sales - Orders - scroll to the created order
As you can see “Salesforce Order ID“ column is empty and the “Salesforce Sync Status“ is a red exclamation mark. According to the “Create Order“ option, Salesforce Order will be created when an order in Magento is invoiced.
Go to Magento Admin panel - Sales - Orders - scroll to the created order
Click Select - View link on the created order
Click Invoice - Submit Invoice Button
Go to Magento Admin panel - Sales - Orders - scroll to the created order
check “Salesforce Order ID“ link was added into column
click “Salesforce Order ID“ - link Details tab and check all data on the Salesforce Order page
Click on the Related tab and check all data
Go to Magento Admin panel - Sales - Orders - scroll to the created order
Click Select - View link on the created order
Scroll to the end of the page to the Comment section
Add comment to order and click the “Submit Comment“ button
Go back to the Salesforce Order page - Related tab and check the “Notes & Attachments“ section.
Go to Magento Admin panel - Sales - Orders - scroll to the created order
Click Select - View link on the created order
Click on the Ship - Submit Shipment button
Go back to the Salesforce Order page - Details tab and check order status
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