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  • or click “Select - Edit“ on the created account and choose “Salesforce“ tab

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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 Account ID and Salesforce Sync Status become green tick

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2. Default Owner

This default owner will be assigned to Salesforce Contact and/or Account when created

  • go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Account Configuration

  • Expand “Default Owner“ drop-down list and choose the owner

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3. Account de-duplication

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