Shipment
- Yurii Perevuznyk (Deactivated)
Enable Shipment Synchronization
The “Enable Shipment Synchronization” option allows you to Enable/Disables shipment synchronization. If disabled, shipment synchronization is skipped
To Enable synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - Shipments - Shipment Configuration tab
set “Enable Shipment 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 shipment synchronization. If disabled, the synchronization still can be performed manually
To Enable Automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - Shipments - Shipment Configuration tab
set “Enable Shipment Synchronization“ option to “Yes“
set “Enable Automatic Synchronization” option to “Yes“
As a result, when a merchant submits a shipment it will be automatically synchronized with Salesforce Shipment.
To check if the shipment was synchronized:
go to Magento Admin panel - Sales - Shipments - scroll to the newly created shipment
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 “Shipment“ tab
The “Salesforce ID“ column should contain a link
To Disable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - Shipments - Shipment Configuration tab
set “Enable Shipment Synchronization“ option to “Yes“
set “Enable Automatic Synchronization” option to “No“
As a result, when a merchant submits a shipment it will not be automatically synchronized with Salesforce Shipment.
To check if the shipment was not synchronized:
go to Magento Admin panel - Sales - Shipments - scroll to the newly created shipment
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 “Shipments“ tab
The “Salesforce ID“ column is empty
Manual synchronization
There are few possible ways for manual synchronization
Go to Magento Admin panel - Sales - Shipments
Mark checkbox next to the shipment you want to manually synchronize
Click the “Action” menu - “Sync with Salesforce”
Click the “Select - Sync with Salesforce“ action on the shipment record
Click the “Select - view“ action
Click the “Salesforce Sync“ button on the shipment page
Go to Magento Admin panel - Sales - Orders and scroll to the created order
Click the “Select -View“ action - “Shipments“ tab
Mark checkbox next to the shipment you want to manually synchronize
Click the “Action” menu - “Sync with Salesforce”
Click the “Select - Sync with Salesforce“ action on the shipment record in the Order page
Note: If the “Enable Shipment Synchronization“ option is set to “No“ all “Sync with Salesforce“ buttons for shipment are hidden
Synchronize Notes
This option allows you to attach Magento Shipment notes to the Shipment notes in Salesforce
To Enable Synchronize Notes
go to Magento Admin panel - Salesforce (sidebar menu) - Shipments - Shipment Configuration tab
Set the “Synchronize Notes“ option to “Yes“
As a result, Magento Shipment comments will be attached to the Shipment notes in Salesforce
To Disable Synchronize Notes
go to Magento Admin panel - Salesforce (sidebar menu) - Shipments - Shipment Configuration tab
Set the “Synchronize Notes“ option to “No“
As a result, Magento Shipment comments will not be attached to the Shipment notes in Salesforce
Enable tracking numbers Synchronization
The “Enable tracking numbers Synchronization” option allows you to Enable/Disables tracking numbers synchronization. If disabled, shipment synchronization is skipped
To Enable synchronization tracking numbers Synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - Shipments - Shipment Configuration tab
set “Enable Shipment Synchronization“ option to “Yes“
set “Enable Automatic Synchronization” option to “Yes“
Set “Enable tracking numbers Synchronization” option to “Yes“
As a result, when a merchant submits a shipment with a tracking number it will be automatically synchronized with Salesforce Shipment.
To check if the shipment tracking number was synchronized:
go to Magento Admin panel - Sales - Shipments - scroll to the newly created shipment
Click on “Salesforce ID” link - Related tab - Magento Shipment Tracking tab
To Disable synchronization tracking numbers Synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - Shipments - Shipment Configuration tab
set “Enable Shipment Synchronization“ option to “Yes“
set “Enable Automatic Synchronization” option to “Yes“
Set “Enable tracking numbers Synchronization” option to “No“
As a result, when a merchant submits a shipment with a tracking number it will not be automatically synchronized with Salesforce Shipment.
To check if the shipment tracking number was not synchronized:
go to Magento Admin panel - Sales - Shipments - scroll to the newly created shipment
Click on “Salesforce ID” link - Related tab - Magento Shipment Tracking tab
Delete tracking numbers in Salesforce
If the “Delete tracking numbers in Salesforce“ option is set to “Yes” it allows Powersync to delete tracking numbers in Salesforce if they are removed in Magento.
If the “Delete tracking numbers in Salesforce“ option is set to “No” it preserves tracking numbers in Salesforce even they are removed in Magento
go to Magento Admin panel - Salesforce (sidebar menu) - Shipments - Shipment Configuration tab
Set “Enable tracking numbers Synchronization” option to “Yes“
set “Delete tracking numbers in Salesforce“ option to “Yes/No“ state
Delete tracking numbers in Magento
If the “Delete tracking numbers in Magento“ option is set to “Yes” it allows Powersync to delete tracking numbers in Magento if they are removed in Salesforce.
If the “Delete tracking numbers in Salesforce“ option is set to “No” it preserves tracking numbers in Magento when they are removed in Salesforce
go to Magento Admin panel - Salesforce (sidebar menu) - Shipments - Shipment Configuration tab
Set “Enable tracking numbers Synchronization” option to “Yes“
set “Delete tracking numbers in Magento“ option to “Yes/No“ state