Advanced
- Yurii Perevuznyk (Deactivated)
Create Order
Create Order - For paid order
If the “Create Order” option is set to “For paid order” - A Salesforce Order will be created when an order in Magento is marked as "Paid".
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Create Order” option to “For paid order”
go to Magento Frontend and place an order
go to Magento Admin panel - Sales - Order - Edit created order
Click the “Invoice” button - “Submit Invoice”
Create Order - For every order
If the “Create Order” option is set to “For every order” - A Salesforce Order will be created for every Magento order.
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Create Order” option to “For every order”
go to Magento Frontend and place an order
Create Order - No
If the “Create Order” option is set to “No” A Salesforce Order will not be created
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Create Order” option to “No”
go to Magento Frontend and place an order
Click the “Invoice” button - “Submit Invoice”
Create Opportunity
Create Opportunity - No
If the “Create Opportunity” option is set to “No” only Salesforce Order will be created when an order in Magento is placed
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Create Opportunity” option to “No”
go to Magento Frontend and place an order
Create Opportunity - For every order
If the “Create Opportunity” option is set to “For every order” when a customer clicks the "Proceed to Checkout" button, an Opportunity in Salesforce will be created
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Create Opportunity” option to “For every order”
go to Magento Frontend and place an order
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) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Create Opportunity” option to “For every order”
Set the “Enable Contact Roles“ option to “No“
go to Magento Frontend and place an order
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) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Create Opportunity” option to “For every order”
Set the “Enable Contact Roles“ option to “Yes“
Select Customer Role from the “Opportunity Customer Role“ drop-down list
go to Magento Frontend and place an order
Sales Cycle Length
The “Sales Cycle Length” option allows you to set the number of days needed to close the Opportunity
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Create Opportunity” option to “For every order”
Set the “Sales Cycle Length“ option to “15“
go to Magento Frontend and place an order
As a result, “Close date“ is on 15 days after the Opportunity creation date
Default Opportunity Draft Status
This option allows you to choose Opportunities Draft status in which Opportunity will be placed when Magento needs to make updates
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Click on the “Default Opportunity Draft Status” drop-down list
Select Opportunity Status
go to Magento Frontend and place an order
Go to Magento Admin panel and Edit create order
Submit Shipment, Invoice, and Credit Memo
Check Opportunity Stage History
Opportunity Record type
This option allows you to select one of two Opportunity record type:
Abandoned Cart
Shopping Cart
This will help you to find Opportunity records related to Shopping Cart quotes - just create a new Opportunity list view and filter them by the Record Type
Convert Opportunity
If set “Convert Opportunity” option to ”No” - Opportunity Stage name will be kept as defined on the “Opportunity Status mapping” page
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Convert Opportunity” option to “No“
To set Opportunity Status mapping” do next:
Magento Admin panel - Salesforce (sidebar menu) - Field Mappings - Opportunity Status
Opportunity Status changes when Magento order status will change:
go to Magento Frontend and place an order
Edit create order - Click “Ship” button - Click “Submit Shipment“ button
Edit create order - Click “Invoice” button - Click “Submit Invoice“ button
Edit create order - Click “Credit Memo” button - Click “Refund Offline“ button
If set “Convert Opportunity” option to ”Yes” - Opportunity Stage name will be updated if the order is paid in Magento and set the Stage name to match the value in the “Converted Opportunity Status” field.
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Convert Opportunity” option to “Yes“
Converted Opportunity Status
The “Converted Opportunity Status” option allows you to select the status which Opportunity will receive when the order will be marked as "Paid".
The “Converted Opportunity Status” option works when the “Convert Opportunity” option is set to ”Yes”
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Convert Opportunity” option to “Yes“
Click on the “Converted Opportunity Status“ drop-down list
select Opportunity Status
go to Magento Frontend and place an order
Edit create order - Click “Invoice” button - Click “Submit Invoice“ button
Use Invoice date as close date
This option allows you to define the “Close date“ for Opportunity
If set “Use Invoice date as close date“ option to “Yes” - Opportunity “Close date“ will change to the Magento Invoice date when Opportunity receives “Converted Opportunity Status“. (for ex. “Closed - Won“ )
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set the “Convert Opportunity” option to “Yes“
Click on the “Converted Opportunity Status“ drop-down list
Select “Closed - Won“ as “Opportunity Status”
Set “Use Invoice date as close date“ option to “Yes”
go to Magento Frontend and place an order
Edit create order - Click “Invoice” button - Click “Submit Invoice“ button
If set “Use Invoice date as close date“ option to “No” - Opportunity “Close date“ depends on “Sales Cycle Length“ option.
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Order Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
go to Magento Admin panel - Salesforce (sidebar menu) - Orders - Advanced tab
Set “Sales Cycle Length“ to “15“
Set the “Convert Opportunity” option to “Yes“
Click on the “Converted Opportunity Status“ drop-down list
Select “Closed - Won“ as “Opportunity Status”
Set “Use Invoice date as close date“ option to “No”
go to Magento Frontend and place an order
Edit create order - Click “Invoice” button - Click “Submit Invoice“ button