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How Does the Draft Order and Opportunity Functionality Work for SDO?

This guide explains the Draft Order & Opportunity functionality, demonstrating how enabling the Opportunity toggle for Draft Orders in Shopify leads to the creation of both Draft Orders and Opportunities in Sync Made Easy app.

Draft Order & Opportunity for SDO functionality is when we enable Opportunity Toggle button of Draft Order in Object set up step and then create a new Draft order in Shopify then in salesforce Opportunity is also created along with Draft Order.

Step 1 – Open the Object Setup page in the SME settings of Sync Made Easy.

Step 2 – Disable the Opportunity toggle button for Draft Order and save the changes.

Step 3 – Create a new Draft Order in Shopify and save it.

Step 4 – Copy the Shopify ID and search for it in Salesforce.

Step 5 – Only the Draft Order should be created in Salesforce.

Step 6 – Go back to the Object Setup page in the SME settings of Sync Made Easy.

Step 7 – Enable the Opportunity toggle button for Draft Order and save the changes.

Step 8 – Create a new Draft Order in Shopify.

Step 9 – Copy the Shopify ID of the new Draft Order and search for it in Salesforce.

Step 10 – In Salesforce, both the Draft Order and Opportunity will be created.