Shipments (User Stories)
- Yurii Perevuznyk (Deactivated)
Analytics
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