Preparation part

First of all, you need to synchronize admin user as Salesforce Sales Representative

• Go to Magneto Admin panel - System - All Users - Edit admin user

• Click on the Salesforce tab and select Salesforce User from the drop-down list

• Click the Save User button

As result, your admin user will be synchronized with Salesforce User

Now you need to set the Salesforce synchronization setting on the Company Configuration page

• Go to Magneto Admin panel - Salesforce - B2B & Customers - Company Configuration tab

• Set “Enable B2b Company Synchronization“ option to “Yes“

• Select “Default Sales Representative“ from the drop-down list

• Click Save Config Button

To start synchronizing your Negotiable Quotes with Salesforce you need to set desired settings on the Salesforce Negotiable Quotes Configuration page

• Go to Magneto Admin panel - Salesforce - Negotiable Quotes

• Set next option for example

Sales Representatives Tab

• Set the “Automated Synchronization” option to “Yes“

Negotiable Quotes Tab

• Set the “Enable B2B Quote Synchronization” option to “Yes“

• Select “Default Owner”

• Set “Default Opportunity Status” to “Need Analysis“

• Do not select statuses in the “Opportunity Stage Filter” list

• Set “Minimum Search Length” to “4”

• Set the “Enable Contact Roles” option to “No“

• Select all Statuses in the “Create Opportunity Items for the status” list

• Set “Sync all Quotes“ to “Yes“

• Click the Save Config button

Also, you need to enable B2B Quote

• Go to Magento Admin panel - Stores - Configuration - General - B2B Features tab

• Set the “Enable Company“ option to “Yes“

B2B Quote (extended) tab

• Set the “Enable B2B Quote” option to “Yes“

• Set “Quote Number Prefix” to “Q”

• Set “Quote Number ID” to “1”

• Set the “Enable quote versioning” option to “Yes“

• leave others options to “No“

• Click the Save Config button

Next, you need to create a company on Magento Frontend

Check new company was created and synchronized with Salesforce

• Go to Magento Admin panel - Customers - Companies

• Click on the “Salesforce id“ link and check all data

• Click the “Select - Edit“ link and the Company page

• Sales Representative is set according to the setting

• Company is assigned to correct Salesforce Account

Now you are able to create and synchronize quote

Case1. B2BQuote creation - B2BQuote discussion with the customer - to the Order Complete status

• Go to Magento Admin panel - Sales - Quotes - click the “Create New Quote“ button

• Select created Company and Select Store View

• Add product to quote, change qty and click Save button

Pay attention Quote Number Prefix is “Q“ as predefined in Configuration.

Magento Quote was automatically synchronized with Salesforce Opportunity and Salesforce Quote

• Click on the “Salesforce Opportunity id” link and check all data

1. Opportunity Name is the same as Magento Quote name

2. Opportunity Status is as predefined in Configuration

3. Opportunity Close Date is the same as Magento Quote Expiration Date

4. Magento Quote products are listed under the “Related“ tab

• Click on the “Salesforce Quote id” link and check all data

1. Quote name contains Magento Quote id

2. Salesforce Opportunity is linked to Quote

3. Magento Quote products are listed under the “Related“ tab

• Click the “Save and Send“ button on the Quote edit page

• Click on the “Salesforce Quote id” link and check all data

Quote status was changed to “Approved“

• Go to Magento Frontend - login with Company account - My Quotes - Edit created quote

The customer has a few options: “Proceed to Checkout”, “Accept”, “Reject” and “Send for Review”

Let’s try to add some comments and click the “Send for Review“ button

• Go to Magento Admin panel - Sales - Quotes - Edit created quote

• Add “Percentage Discount“ under the “Negotiated Price“ section to reduce the Quote amount

• Click the “Save and Send“ button

• Click on the “Salesforce Opportunity id” link and check product price and opportunity amount was updated

• Click on the “Salesforce Quote id” link and check product price and opportunity amount was updated

• Go to Magento Frontend - login with Company account - My Quotes - Edit created quote - Click Accept button

• Go to Magento Admin panel - Sales - Quotes - Edit created quote

• Click on the “Salesforce Quote id” link and check Quote status was changed

• Click “Convert to Order“ button on Quote Edit page

• Submit Order

• Go to Magento Admin panel - Sales - Quotes and click on the “Salesforce Quote id” link

1. Quote status was changed to “Accepted“

2. Opportunity Name was updated with Magento order number

• Click on the “Salesforce Opportunity id” link

Salesforce Quote Opportunity was converted into Salesforce Order Opportunity

• Go to Magento Admin panel - Sales - Order and click on the “Salesforce Opportunity id” link on the created order

The same Opportunity page opens

• Click on the “Select - View“ link on the created order

• Click Invoice - Submit Invoice button

• Check that Salesforce Order id was cheated

• Click on the “Salesforce Opportunity id” link

Opportunity status was changed to “Closed Won“

• Click on the “Salesforce Order id” link

1. Salesforce Order name is as Magento Order id

2. All information about order shown on Details tab

3. Ordered products are listed under the “Related“ tab

4. Salesforce Order status is Draft

• Go to Magento Admin panel - Sales - Order - edit order

• Click Ship - Submit Shipment button

• Click on the “Salesforce Order id” link

Salesforce Order status become Activated

Case2. B2BQuote creation - Customer Decline B2BQuote

• Go to Magento Admin panel - Sales - Quotes - click the “Create New Quote“ button

• Select created Company and Select Store View

• Add product to quote, change qty and click Save button

• Click Save and Send button

• Check Salesforce Opportunity and Quote is created

• Go to Magento Frontend - login with Company account - My Quotes - Edit created quote

• Click the “Reject“ button

• Go to Magento Admin panel - Sales - Quotes

• Click on the “Salesforce Quote id“ link

Salesforce Quote status was changed to “Denied”

Case3. B2BQuote creation - versions

• Go to Magento Admin panel - Sales - Quotes - click the “Create New Quote“ button

• Select created Company and Select Store View

• Add product to quote, change qty and click Save button

• Click Save and Send button

• Check Salesforce Opportunity and Quote is created

• Click the “Edit Quote“ button

• Add “Percentage Discount“ under the “Negotiated Price“ section to reduce the Quote amount

• Click the “Save“ button

• Click the “Save and Send“ button

New Magento Quote with *.1 version was created

• Go to Magento Admin panel - Sales - Quotes

• Check Quote with *.0 version was closed

• Click on the “Salesforce Quote id“ link on Quote with *.0 version

• Check Salesforce Quote status was changed to “Denied“

• Click on the “Salesforce Quote id“ link on Quote with *.1 version

• Check new Salesforce Quote was created

• Click on the “Salesforce Opportunity id“ link on Quote with *.1 version

The previously create Opportunity was opened but with the next changes:

1. Opportunity name was updated from version *.0 to *.1

2. Product price and the amount was updated according to the proposed Discount

• Go to Magento Admin panel - Sales - Quotes - Edit Quote with version *.1

• Click the “Edit Quote” button

• Add “Percentage Discount“ under the “Negotiated Price“ section to reduce the Quote amount

• Click the “Save“ button

• Click the “Save and Finalize“ button

Check new changes:

Click on the “Salesforce Quote id“ link on Quote with *.1 version

1. Check Salesforce Quote status was changed to “Denied“

Click on the “Salesforce Quote id“ link on Quote with *.2 version

1. New Quote for *.2 version was created

2. Quote status was changed to “Approved“

Click on the “Salesforce Opportunity id“ link on Quote with *.2 version

The previously create Opportunity was opened but with the next changes:

1. Opportunity name was updated from version *.1 to *.2

2. Product price and the amount was updated according to the proposed Discount

• Go to Magento Admin panel - Sales - Quotes - Edit Quote with version *.2

• Click the “Convert to Order“ button

• Submit Order

• Go to Magento Admin panel - Sales - Quotes

• Click on the “Salesforce Quote id“ link on Quote with version *.2

Salesforce Quote Status was changed to “Accepted“

• Click on the “Salesforce Opportunity id“ link on Quote with version *.2

Salesforce Quote Opportunity was converted into Salesforce Order Opportunity

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