Abandoned Cart Status
- Yurii Perevuznyk (Deactivated)
To check how opportunity quotes synchronization with Salesforce works 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
1. Automated Synchronization - Yes
Advanced tab
2. Create Order - For paid order
A Salesforce Order will be created when an order in Magento is marked as "Paid".
3. 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".
4. Enable Contact Roles - Yes
5. Opportunity Customer Role - Business User
6. Sales Cycle Length - 5
Number of days needed to close the Opportunity
7. Abandoned Cart Status - Qualification
Opportunity Stage Name when checkout process begins
8. Default Opportunity Draft Status - Prospecting
Order's Opportunities will be placed in this Draft status when Magento needs to make updates.
9. 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.
10. Converted Opportunity Status - Needs Analysis
When an order is created Opportunity will go into selected status in Salesforce
11. Use Invoice date as close date - Yes
All information about the opportunity quotes is sent to Salesforce according to the fields mapping
Go to Magento Admin panel - Salesforce - Fields Mapping - Quote mapper
Go to Magento Admin panel - Salesforce - Fields Mapping - Quote item mapper
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 Quotes 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
Go to Magento Admin panel - Salesforce - Queues - From Magento
The quote is present in the “TNW Salesforce / From Magento to SalesForce sync queue“ grid
You can find create Quote id link:
Go to Magento Admin panel - Salesforce - Tools - Salesforce ID Mappings
Sort “TNW Salesforce / Magento & Salesforce IDs“ grid by the “Magento ID“ column in desc order or use filter
Click on Quote “Salesforce ID“ link - Details tab and check all data
There is correct information about the customer who wants to place an order and products addedto Cart
Quote status is set according to the configuration
Click on the Product link under the Related tab and check information about the product
Go back to Magento Frontend and click the “Place Order“ button
Go to Magento Admin panel - Sales - Orders - scroll to the created order
Order “Salesforce Opportunity ID“ column contains the same link as Quote
Click on the “Salesforce Opportunity ID“ link and check all data
All data should be the same except Opportunity Name and Status
Opportunity Name is the same as order number
Opportunity Status is set according to the Opportunity Status mapping