Sync All Orders

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

  • Go to Magneto Admin panel - Salesforce - Orders

  • Set next option for example

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.

5. Sync all orders - Yes

Synchronize all orders regardless of Magento status

Advanced tab

1. Create Order - For Paid order

2. Create Opportunity - No

All information about the orders is sent to Salesforce according to the fields mapping

  • Go to Magento Admin panel - Salesforce - Fields Mapping - Order

  • Go to Magento Admin panel - Salesforce - Fields Mapping - Order Product

  • Go to Magento Admin panel - Salesforce - Fields Mapping - Order Status

Also, you have the ability to create your own custom mappings

  • Click on the “Add new mapping“ button

  • Select “Magento Attribute

  • Select “Salesforce Attribute

  • Set “Enable” to “Yes

  • Select “When” mode

  • Click the “Save Mapper“ button

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 will be created when an order in Magento is invoiced.

  • Go to Magento Admin panel - Sales - Orders - scroll to the created order

  • 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

  • check “Salesforce Order ID“ link was added into column

  • click “Salesforce Order ID“ - link Details tab and check all data on the Salesforce Order page

  • Click on the Related tab and check all data

  • Go to Magento Admin panel - Sales - Orders - scroll to the created order

  • Click Select - View link on the created order

  • Scroll to the end of the page to the Comment section

  • Add comment to order and click the “Submit Comment“ button

  • Go back to the Salesforce Order page - Related tab and check the “Notes & Attachments“ section.

  • Go to Magento Admin panel - Sales - Orders - scroll to the created order

  • Click Select - View link on the created order

  • Click on the Ship - Submit Shipment button

  • Go back to the Salesforce Order page - Details tab and check order status