Negotiable Quotes tab
- Yurii Perevuznyk (Deactivated)
Enable B2B Quote Synchronization
This option allows you to enable automatic synchronization. If disabled, the synchronization still can be performed manually
To Enable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
Set the “Enable B2B Quote Synchronization“ option to “Yes“
As a result, when customers request a new quote on Frontend it will be automatically synchronized with Salesforce Quote. Also, any change made with a quote (for ex. add comments, change products QTY, and price) will be automatically synchronized too.
To check if the quote was synchronized:
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
You should see that the “Salesforce Sync Status” column has a green tick, the “Salesforce Quote ID” column contains a link, and the “Salesforce Opportunity ID” column contains a link
or click “Select - View“ action and check the Opportunity section
To Disable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
Set the “Enable B2B Quote Synchronization“ option to “No“
As a result, when customers request a new quote on Frontend it will not be automatically synchronized with Salesforce Quote. Also, any change made with a quote (for ex. add comments, change products QTY, and price) will not be automatically synchronized too.
To check if the quote was not synchronized:
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
You should see that the “Salesforce Sync Status” column has a red exclamation mark, the “Salesforce Quote ID” column is empty, and the “Salesforce Opportunity ID” column is empty
or click “Select - View“ action and check the Opportunity section
Manual synchronization
There are a few possible ways for manual synchronization
Go to Magento Admin panel - Sales - Quotes
Mark checkbox next to the quote you want to manually synchronize
Click the “Action” menu - “Sync with Salesforce”
or click the “Select - Sync with Salesforce“ action on the quote record
or click the “Select - View“ action on the quote record
Click the “Salesforce Sync“ button
Default Owner
This default owner will be assigned to the Salesforce Opportunity and the Salesforce Quote when created
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
set “Enable B2B Quote Synchronization“ option to “Yes“
Expand the “Default Owner“ drop-down list and choose an owner
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click on the “Salesforce Opportunity ID“ link
Record type
This option allows you to select one of two Opportunity record type:
Abandoned Cart
Shopping Cart
But for Negotiable Quote, you can create new Record type (for Example “Negotiable Quote“)
For this do next:
Go to Salesforce - Gears button - click Setup
type “record type“ into the Search Setup field
Click on the “Opportunity Record Type“ item in the Search list
Click on the “Record Types“ tab
Create a new Record Type
Default Opportunity Status
This option allows you to choose Opportunity Stage Name when the checkout process begins
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
set “Enable B2B Quote Synchronization“ option to “Yes“
Click on the “Default Opportunity Status” drop-down list
Select Opportunity Status
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click on the “Salesforce Opportunity ID“ link
Opportunity Stage Filter
This option allows you to exclude all Opportunities with selected Stage names from the searchable dropdown list when creating Quotes in Magento.
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
set “Enable B2B Quote Synchronization“ option to “No“
Select Opportunities Stages names in the “Opportunity Stage Filter“ you want to exclude
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click on the “Select - View” link on created quote
Select the “Existing” radio button under the “Opportunity“ section
start typing opportunity name
Minimum Search Length
This option allows you to set up the minimum number of characters required to start a search Opportunities in the searchable dropdown list when creating Quotes in Magento
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
Type number of characters in “Minimum Search Length“ field
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click on the “Select - View” link on created quote
Select the “Existing” radio button under the “Opportunity“ section
Click on the search field
Enable Contact Roles
This option enable Opportunity Customer Role Integration
If the “Enable Contact Roles” option is set to “No“ Opportunity Customer Role will not be populated in Salesforce Opportunity
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
Set the “Enable Contact Roles“ option to “No“
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click on the “Salesforce Opportunity ID“ link
If the “Enable Contact Roles” option is set to “Yes“ you are able to choose Opportunity Customer Role which will be populated in Salesforce Opportunity
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
Set the “Enable Contact Roles“ option to “Yes“
Select Customer Role from the “Opportunity Customer Role“ drop-down list
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click on the “Salesforce Opportunity ID“ link
Sync all Quotes
This option allows you to select specific B2BQuote status when B2B Quote and B2b Opportunity will be created
Sync all Quotes - Yes
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
Set the “Sync all Quotes” option to “Yes“
As a result, a quote will be synchronized with Salesforce any time when its status will be changed
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Check “Salesforce Opportunity ID“ and “Salesforce Quote ID“ links are available
Click on the “Salesforce Quote ID“ link and check all data synchronized
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click the “Select - View“ link on the quote
Click the “Save & Send button“
Click on the “Salesforce Quote ID“ link and check all data synchronized
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click the “Select - View“ link on the quote
Click the “Convert to Order“ button and Submit an order
Click on the “Salesforce Quote ID“ link and check all data synchronized
Sync all Quotes - No
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
Set the “Sync all Quotes” option to “No“
Mark some Quote statuses for example “Submitted“ and “Ordered“
As a result, a quote will be synchronized with Salesforce only when its status will be changed to Submitted or Ordered
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote (Saved status)
Check “Salesforce Opportunity ID“ and “Salesforce Quote ID“ links are missing
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click the “Select - View“ link on the quote
Click the “Save & Send button“
Quote status changed to “Submitted“
Click on the “Salesforce Quote ID“ link and check all data synchronized
go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click the “Select - View“ link on the quote
Click the “Edit“ button, add the discount and click the Save button
Check changes were not synchronized with Salesforce
Click the “Save & Finalize button“
Quote status changed to “Submitted“
Check changes were synchronized with Salesforce
Click the “Convert to Order“ button and Submit an order
Quote status changed to “Ordered“
Check changes were synchronized with Salesforce