Invoices (User Stories)

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

Open

Open

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

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