Abandoned Cart Status

Owned by Yurii Perevuznyk (Deactivated), created
Last updated: Sept 08, 2021
4 min read

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