Create Opportunity
- Yurii Perevuznyk (Deactivated)
To start synchronizing your orders as an opportunity with Salesforce you need to set desired settings on the Salesforce Orders Configuration page
Go to Magneto Admin panel - Salesforce - Orders - Advanced tab
Set next option for example
Order Configuration tab
Automated Synchronization - Yes
Advanced tab
1. Create Order - For paid order
A Salesforce Order will be created when an order in Magento is marked as "Paid".
2. Create Opportunity - For every order
When a customer clicks the "Proceed to Checkout" button, an Opportunity in Salesforce will be created. A Salesforce Order will be created when an order in Magento is marked as "Paid".
3. Enable Contact Roles - Yes
4. Opportunity Customer Role - Business User
5. Sales Cycle Length - 5
Number of days needed to close the Opportunity
6. Abandoned Cart Status - Qualification
Opportunity Stage Name when checkout process begins
7. Default Opportunity Draft Status - Prospecting
Order's Opportunities will be placed in this Draft status when Magento needs to make updates.
8. Convert Opportunity - Yes
Update Opportunity Stage name if the order is paid in Magento and set the Stage name to match the value set in Converted Opportunity Status.
9. Converted Opportunity Status - Needs Analysis
When an order is created Opportunity will go into selected status in Salesforce
10. Use Invoice date as close date - Yes
All information about the opportunity is sent to Salesforce according to the fields mapping
Go to Magento Admin panel - Salesforce - Fields Mapping - Opportunity
Go to Magento Admin panel - Salesforce - Fields Mapping - Opportunity Product
Go to Magento Admin panel - Salesforce - Fields Mapping - Opportunity 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 Opportunity 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. “Salesforce Sync Status“ is a green tick and the “Salesforce Opportunity ID“ column contains a link. According to the “Create Order“ option, Salesforce Order will be created when an order in Magento is invoiced.
Click on the “Salesforce Opportunity ID“ link - Details tab and check all data
Contact Roles is Business user
Sales Cycle Length - 5 days. Its means that the Opportunity Close Date is 5 days ahead of placing order day
Default Opportunity Draft Status - Prospecting
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
As you can see “Salesforce Order ID“ and the “Salesforce Opportunity ID“ columns contains a links
Click on the “Salesforce Opportunity ID“ link - Details tab and check all data
Converted Opportunity Status is Needs Analysis
Use Invoice date as close date - Yes. Opportunity Close Date is the same as invoice date
Go to Magento Admin panel - Sales - Orders - scroll to the created order
Click Select - View link on the created order
Click Ship - Submit Shipment Button
Click on the “Salesforce Opportunity ID“ links
Opportunity State does not change, according to the next setting: