Shipments (User Stories)

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

  • Go to Magneto Admin panel - Salesforce - Shipments

1. Enable Shipment Synchronization - Yes

Created Shipment 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

2. Delete tracking numbers in Salesforce - No

3. Delete tracking numbers in Magento - No

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

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

  • 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 Ship - Submit Shipment Button

  • Select the Shipments tab and click on the Salesforce ID link

Check all data on Salesforce Shipment page - Details tab

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

  • Go to Magento Admin panel - Sales - Orders - scroll to the created order

  • Click Select - View link on the created order

  • Select Shipment tab - Click Select - View link on shipment

  • Select the Shipments tab and click on the Salesforce ID link

  • Scroll to the “Payment & Shipping Method“ section and add tracking number

  • Go to Salesforce Shipment page - Details tab