Sending previous orders to Salesforce

Introduction

While UltraCart will automatically create opportunities for your orders, it may sometimes be necessary to re-send orders to Salesforce.  For example, if you have orders that were processed prior to enabling Salesforce.com integration, you may want to push those orders into Salesforce for more accurate reporting.

Batch Order Operation

To send or resend UltraCart orders to Salesforce, you will need to use the Batch Order Operation tool.  This tool allows you to quickly perform a number of different operations on a group of orders you specify.  You can read more about Batch Order Operations on its documentation page.  Navigate to the Batch Order Operation screen:

Once you are on the screen, enter the desired order ids, or the desired order id range, and click on the "send to salesforce.com" button.

The orders will then be queued for transmission to Salesforce.

Verification

You can verify that the order or orders were sent to Salesforce.com by navigating to the Salesforce Log screen:

You will notice that the matching order ids will appear in the pending transactions section.