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Leverage Salesforce Leads
If “Leverage Salesforce Leads“ option is set to “No“, Magento customer will be created as Contact. No link in “Salesforce Lead ID“ column
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration tab
set “Leverage Salesforce Leads“ option is set to “No“
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go to Magento Frontend and create new customer
go to Magento Admin panel - Customers - All Customers
scroll to created customer
check Salesforce Lead ID“ column
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If “Leverage Salesforce Leads“ option is set to “Yes“, Magento customer will first be created as a Lead and then converted to a Contact upon placing the first order in Magento
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration tab
set “Leverage Salesforce Leads“ option is set to “Yes“
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go to Magento Frontend and create new customer
go to Magento Admin panel - Customers - All Customers
scroll to created customer
check Salesforce Lead ID“ column
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Convert Leads
If set “Converted Lead Status“ option to “No“ Lead won’t be converted in Salesforce when Magento customer place an order
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration tab
set “Leverage Salesforce Leads“ option is set to “Yes“
set “Converted Lead Status” option to “No“
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go to Magento Frontend and create new customer
place an order with the created customer
go to Magento Admin panel - Customers - All Customers
scroll to the created customer and click on “Salesforce Lead ID“ link
check Lead status
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If set “Converted Lead Status“ option to “Yes“ Lead will be converted in Salesforce when Magento customer place an order
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration tab
set “Leverage Salesforce Leads“ option is set to “Yes“
set “Converted Lead Status” option to “Yes“
...
go to Magento Frontend and create new customer
place an order with the created customer
go to Magento Admin panel - Customers - All Customers
scroll to the created customer and click on “Salesforce Lead ID“ link
check Lead status
Converted Lead Status
Delete converted Lead
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