Products
Product Configuration tab contain tree options:
1. Automated Synchronization
“Automated Synchronization” allows you to enable automatic products synchronization. If disabled, the synchronization still can be performed manually
To Enable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - Products - Product Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
As a result, when merchants create a new product it will be automatically synchronized with Salesforce Product. Also, any change made with a product (for ex. editing name, SKU, price, description) will be automatically synchronized too when clicking the “Save” button.
To check if the product was synchronized:
go to Magento Admin panel - Catalog - Products - scroll to newly created product
You should see that the “Salesforce Sync Status” column has a green tick, the “Salesforce Product ID” column contains a link, and Salesforce Pricebook ID” column contains a link
or click “Select - Edit“ on the created product and choose the “Salesforce“ tab
The “Salesforce Product ID” column could contain more than one link. it depends on how many websites are created in the Magento instance. Each Magento website assigned to its own Pricebook
Read Paid Package article for more information about Pricebook
To assign Magento to Pricebook
go to Magento Admin panel - Stores - All Stores and click on Website you want to edit
scroll to the “Salesforce“ section and expand the “Default Pricebook“ drop-down list
choose Pricebook and click the “Save Web Site“ button
If some websites do not have an assigned Pricebook, you will see the warning in the Message field at the of the page
If you accidentally select the same Pricebook for different websites you will see an error message
If leave the Default Pricebook dropdown empty for some Websites, synchronization for such Websites will be skipped (Products, Orders, Invoices etc)
To Disable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - Products - Product Configuration tab
Set the “Automatic Synchronization“ option to “No“
As a result, when merchants create a new product it will not be automatically synchronized with Salesforce Product.
To check if the product was not synchronized:
go to Magento Admin panel - Catalog - Products - scroll to newly created product
You should see that the “Salesforce Sync Status” column has a red exclamation mark, “Salesforce Product ID” and “Salesforce Pricebook ID” columns are empty
or click “Select - Edit“ on the created product and choose the “Salesforce“ tab
Manual synchronization
There are few possible ways for manual synchronization
Go to Magento Admin panel - Catalog - Products
Mark checkbox next to the product you want to manually synchronize
Click the “Action” menu - “Sync with Salesforce”
Click the “Select - Sync with Salesforce“ action on the product record
Go to Magento Admin panel - Catalog - Products
Click the “Select - Edit” link from the Action column for the product you want to manually synchronize
Click the “Sync“ button
As a result, the product should receive Salesforce Product ID, Salesforce Pricebook ID and Salesforce Sync Status become green tick
Disable Sync option
This option enable/disable synchronization for particular products. Manual synchronization does not work for products with is enabled “Disable Sync” option.
Go to Magento Admin panel - Catalog - Products
Click the “Select - Edit” link from the Action column for the product you want to change sync option
Click on the “Salesforce“ tab
switch the “Disable Sync” option to “Yes/No“
2. Enable Tier Prices Synchronization
Enable/Disable automated tier prices synchronization
If set the “Enable Tier Prices Synchronization” option to “Yes” - Magento will send to Salesforce information about product tier prices
go to Magento Admin panel - Salesforce (sidebar menu) - Products - Product Configuration tab
Set “Enable Tier Prices Synchronization” option to “Yes”
If set the “Enable Tier Prices Synchronization” option to “No” - product tier prices from Magento will not be synced
3. Sync with all Pricebooks
If set the “Sync with all pricebooks” option to “Yes” - Magento will send to Salesforce information about product prices from all websites where those products are assigned including inactive for the product at the moment.
go to Magento Admin panel - Salesforce (sidebar menu) - Products - Product Configuration tab
Set “Sync with all pricebooks” option to “Yes”
If set “Sync with all pricebooks” option to "No" - the product will be synchronized to assigned website pricebooks except inactive for the product at the moment.
go to Magento Admin panel - Salesforce (sidebar menu) - Products - Product Configuration tab
Set “Sync with all pricebooks” option to “No”
Check websites assigned to the product:
go to Magento Admin panel - Catalog -Products - scroll to the product you want to check
Click the “Select - Edit” link from the Action column for the product
scroll to the “Product in Websites“ tab and expand it
4. Price accuracy
“Price Accuracy” option Specify the number of decimal places when synchronizing product prices with Salesforce.
go to Magento Admin panel - Salesforce (sidebar menu) - Products - Product Configuration tab
Click on the “Price Accuracy“ drop-down list
Select option you need
5. Cause Product sync by scheduled update
This option is related to the "Schedule an update to a product" feature. Enable this option if you want to sync updated data to the Salesforce once product version is updated.
Note: If enabled “Cause Product sync by scheduled update“ option, "Scheduled changes" will restart our consumers once a new version is available.