Shipment

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