Convert Opportunity - No
- Yurii Perevuznyk (Deactivated)
Analytics
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 - No
Keep Opportunity Stage name as defined on Opportunity Status mapping page
9. Use Invoice date as close date - Yes
Opportunity statuses are sent to Salesforce according to the fields mapping
Go to Magento Admin panel - Salesforce - Fields Mapping - Opportunity Status
Now let's check how the Opportunity statuses 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
Click on the “Salesforce Opportunity ID“ link - Details tab and check Opportunity status
Opportunity Status field mapping
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
Click On Back button
Click on the “Salesforce Opportunity ID“ link - Details tab and check Opportunity status
Opportunity Status field mapping
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 Back button
Click on the “Salesforce Opportunity ID“ link - Details tab and check Opportunity status
Opportunity Status field mapping
Go to Magento Admin panel - Sales - Orders - scroll to the created order
Click Select - View link on the created order
Click Creadit Memo - Refund Offline Button
Click On Back button
Click on the “Salesforce Opportunity ID“ link - Details tab and check Opportunity status
Opportunity Status field mapping