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Convert Opportunity - No

Convert Opportunity - No

  • Go to Magneto Admin panel - Salesforce - Orders - Advanced tab

  • Set next option for example

Order Configuration tab

  1. 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

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