PowerSync Connector has been providing a sophisticated integration between Magento Orders and Salesforce Opportunities since the beginning of 2011. For those who are familiar with Salesforce, you may already know that Opportunities have different stages. One of those stages is 'Closed Won', which usually represents a sale. We, at PowerSync, have been heavily relying on that stage when pushing Magento Orders into Salesforce. Until this year, using Opportunities was the best way to leverage native Salesforce functionality.
In Spring of 2014 Salesforce announced a release of a new native object called Order, which is used to track your customers' requests for products or services. The new Order object is now available in any of the Professional, Enterprise, Performance, Unlimited and Developer editions.
"An order is an agreement between a company and a customer to provision services or deliver products with a known quantity, price, and date. Depending on your company's needs, your administrator might require orders to be added to a contract or allow them to be added directly to an account."
- From Salesforce Success Community
Since its addition, PowerSync has received several requests to integrate with the Salesforce Order object. And we are happy to announce that we did it! PowerSync now offers a new, cutting edge feature of offering yet another sophisticated integration, allowing our customers to take advantage of the latest technology.
Still not convinced why Salesforce Orders is the best way to go? Below are some additional thoughts from our team:
- Using Salesforce Orders enables you to leverage yet another feature of Salesforce, called a Reduction Order, which will help you track all of your refunds.
- While with Salesforce Opportunities you had to create many custom fields to capture the data you needed (eg. billing and shipping addresses, PO number, etc.), Salesforce Orders have many native fields available out of the box.
- Since Magento can process payments directly on the platform, most of the sales are committed and paid for, making Orders in Salesforce the most appropriate choice.