If you prefer your organization is configured to use the "Person Account" instead the regular Contact and Account - our module helps you sync Magento customers accordingly.You can activate this feature in the module configuration and all new Customers will be created in the Salesforce as Person Accounts. To avoid duplicates if you have suitable Contact already - our module update this record and will not create Person or if your business is B2C and you are considering to enable Person Accounts - look no further. B2C (aka. Person Account) integration is supported out of the box.
Drawio |
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baseUrl | https://technweb.atlassian.net/wiki |
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diagramName | sync person |
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width | 793 |
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zoom | 1 |
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pageId | 275611713 |
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lbox | 1 |
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height | 324 |
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revision | 1 |
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Also you can use the special With B2C enabled, you are also able to "Use both B2B and B2C" option, in this case if the Magento customer has filled Company name - the Cantact+Account will be created otherwise he'll be synced as the Person Account. Our module uses smart logic and is able to identify when a B2B record in Salesforce needs to be created vs. B2C record.
Drawio |
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baseUrl | https://technweb.atlassian.net/wiki |
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diagramName | Use both B2B and B2C |
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width | 793 |
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zoom | 1 |
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pageId | 275611713 |
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lbox | 1 |
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height | 564 |
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revision | 1 |
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