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.