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To Enable automatic synchronization

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

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  • Set the “Automatic Synchronization“ Automatic Synchronizationoption to “Yes“Yes

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As a result, when customers create new account on Frontend it will be automatically synchronized with Salesforce Account. Also, any change made with a customer account (for ex. editing addresses, name. email) will be automatically synchronized too when click “Save Customer” Save Customerbutton.

To check if the customer account was synchronized:

  • go to Magento Admin panel - Customers - All Customers - scroll to newly created customer

You should see that “Salesforce Salesforce Sync Status” Statuscolumn has a green tick and “Salesforce Salesforce Account ID” IDcolumn has link

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  • or click “Select Select - Edit“ Editon the created account and choose “Salesforce“ Salesforcetab

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To Disable automatic synchronization

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

  • Set the “Automatic Synchronization“ Automatic Synchronizationoption to “No“No

As a result, when customers create new account on Frontend it will not be automatically synchronized with Salesforce Account. Also, any change made with a customer account (for ex. editing addresses, name. email) will not be automatically synchronized when click “Save Customer” Save Customerbutton. In this case, the synchronization still can be performed manually.

To check if the customer account was not synchronized:

  • go to Magento Admin panel - Customers - All Customers - scroll to newly created customer

You should see that “Salesforce Salesforce Sync Status” Statuscolumn has red exclamation mark and “Salesforce Salesforce Account ID” IDcolumn is empty

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  • or click “Select Select - Edit“ Editon the created account and choose “Salesforce“ Salesforcetab

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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 Action” menu - Sync with SalesforceSalesforce”

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  • Go to Magento Admin panel - Customers - All Customers

  • Click Select - Edit Edit” link from Action column for the customer you want to manually synchronize

  • Select Salesforce Salesforce” tab - click Sync 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“ Default Ownerdrop-down list and choose the owner

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Salesforce Account Page:

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3. Account de-duplication

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