Invoices (User Stories)

Owned by Yurii Perevuznyk (Deactivated), created
Sept 08, 2021
3 min read

To start synchronizing your Invoices with Salesforce you need to set one option at your decision on the Salesforce Invoices Configuration page

  • Go to Magneto Admin panel - Salesforce - Invoices

1. Set Automated Synchronization - Yes

Created Invoices and any changes with them will be automatically synchronized. If disabled, the synchronization still can be performed manually using the Action menu - Sync with Salesforce

All information about the invoices is sent to Salesforce according to the fields mapping

  • Go to Magento Admin panel - Salesforce - Fields Mapping - Invoice

  • Go to Magento Admin panel - Salesforce - Fields Mapping - Invoice Product

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 Invoice 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 Select - View link on the created order

  • Click Invoice - Submit Invoice Button

  • Select Invoices tab and click on Salesforce ID link

Check all data on Salesforce Invoice page - Details tab

  • Click on Related tab - invoiced product and check all data