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go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
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Set the “Automatic Synchronization“ option to “Yes“
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go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
Set the “Automatic Synchronization“ option to “No“
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You should see that “Salesforce Sync Status” column has red exclamation mark and “Salesforce Contact ID” column is empty
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Manual synchronization
There are few possible ways for manual synchronization
Go to Magento Admin panel - Customers - All Customers
Mark checkbox next to customer you want to manually synchronize
Click Action menu - Sync with Salesforce
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Go to Magento Admin panel - Customers - All Customers
Click Select - Edit link from Action column for the customer you want to manually synchronize
Select Salesforce tab - click Sync button
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As a result, customer should receive Salesforce Contact ID and Salesforce Sync Status become green tick
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Sync All Groups
If set “Sync All Groups“ option to “Yes“ all customer groups will be synchronized
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Sync All Groups“ option to “Yes“
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If set “Sync All Groups“ option to “No” you can choose the specific customer groups you wish to synchronize
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Sync All Groups“ option to “No“
choose specific customer groups from “Customer Groups“ list
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Contact Assignee
Use Default Owner - when a new Contact is created, the Contact will be assigned to the 'Default Owner'
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Contact Assignee“ option to “Use Default Owner”
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Retain Owner from Existing Account - If a matching Account already exists in Salesforce, Magento will assign a new Contact to whomever owns the Account. Otherwise, Magento will fall back to 'Default Owner' value set above.
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Contact Assignee“ option to “Retain Owner from Existing Account”
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Force
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into a single Account
When “Force into a single Account“ option is set to “No“ newly created customer Contact will be synchronized with new customer Account in Salesforce
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Force into a single Account“ option to “No“
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When “Force into a single Account“ option is set to “Yes“ you will be able to select one of existsings customer Accounts. Newly created customer Contact will be synchronized with selected customer Account in Salesforce
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Force into a single Account“ option to “Yes“
select existing custoemr Account from “Single Account“ drop-down list
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Guest Address
Contact de-duplication
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