/
Shipments (User Stories)

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

Related articles

Related content

Invoices (User Stories)
Invoices (User Stories)
More like this
Synchronizing Salesforce Orders with Magento
Synchronizing Salesforce Orders with Magento
More like this
Sync All Orders
More like this
RMA (User Stories)
RMA (User Stories)
More like this
Salesforce to Magento 2 Shipment sync
Salesforce to Magento 2 Shipment sync
More like this