Synchronizing Salesforce Orders with Magento

There are a few setup rules needed to set up synchronization of Salesforce Orders with Magento.

Order Record: Required Fields

1. All address fields (assuming physical products). If you are selling digital products, you won't require to provide shipping address information).
2. Bill To Contact & BillingCustomer - link to the Contact in Salesforce that is being billed (usually this is the same person as placing the order)
3. Ship To Contact - link to the Contact in Salesforce who will be receiving the shipment (in most cases this is the same person as placing the order)
4. Magento Website - link to the Magento Website record in Salesforce
5. Status - Status of the order (NOTE: All salesforce order statuses should be mapped to the Magento order statuses to eliminate any potential issues)
6. Account Name - link to the Account (this is usually the same account which the Billing Customer belongs to)
7. Order Start Date - this is typically the date when the order was placed.
8. Order Name - A reference name for the order. Can be anything.

Contact Record: Required Fields

1. First Name
2. Last Name
3. Email
4. Phone (not required but highly recommended)
5. All address fields (not required but highly recommended).