Edit Opportunity

Owned by Pavlo Fekete (Deactivated)

Last updated: Jan 17, 2023

2 min read

Go to Magento Frontend - login as customer and place some order
Go to Magento admin panel - Sales - Orders - Click on the Salesforce Opportunity ID link

Select the Detail tab and change the following data
- Opportunity Owner = Integration user
- status = Close Won

Click Sync with Magento button

go to Salesforce Magento queue and check new Opportunity record in Success status

go to Magento Admin panel - Sales - Orders - Edit previously created Order
Go to Information tab - Order & Account Information

Sales Representative = integration user
status = complete