Sync Orders with a specific status
- Yurii Perevuznyk (Deactivated)
Go to Magneto Admin panel - Salesforce - Orders
Set next option for example
Order Configuration tab
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.
Sync all orders - No
Order Statuses - Complete
Advanced tab
1. Create Order - For every order
2. Create Opportunity - No
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 ID should be created when an order in Magento is created. But we choose order “Complete“ status
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
Still no “Salesforce Order ID“ link
Click Select - View link on the created order
Click Ship - Submit Shipment Button
Go to Magento Admin panel - Sales - Orders - scroll to the created order