| Table of Contents | ||||
|---|---|---|---|---|
|
1. 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 Frontend and create new customer
go to Magento Admin panel - Customers - All Customers
scroll to created customer
check Salesforce Lead ID“ column
...
2. Convert Leads
If set “Convert Leads“ option to “No“ Lead won’t be converted in Salesforce when Magento customer place an order
...
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
...
3. Converted Lead Status
“Converted Lead Status” option allows you to choose Lead Status to be set in Salesforce when Lead to Contact/Account conversion takes place
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration tab
set “Converted Lead Status“ option is set to “Yes“
...
4. Delete converted Lead
If set “Delete converted Lead“ option to “No“ Lead will not be deleted in Salesforce after they are converted to Account+Contact
...
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 check “Salesforce Lead ID“ column is empty
...
5. ???????????Lead Assignment Rule
“Lead Assignment Rule” option allows you to select the rule according to which owners are assigned to leads
...
go to Magento Frontend and create new customer with non-USA address
place an order with the created customer
go to Magento Admin panel - Customers - All Customers
scroll to the created customer and check “Salesforce Lead ID“ column contain link
click on “Salesforce Lead ID“ link
Salesforce Lead page should opens
...
6. Default Owner
“Default Owner“ option allows you to choose the owner who will be assigned to Lead when new Magento customer is created
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration tab
click on “Default Owner“ drop-down list
select owner from the list
...
7. Lead Source
“Lead Source” option allows you to select the source for all Leads coming from Magento
...
go to Magento Frontend and create new customer
go to Magento Admin panel - Customers - All Customers
scroll to the created customer and click on “Salesforce Lead ID“ link
...
8. ??????Include into lookup
9. ?????Lead de-duplication
Related articles
| Filter by label (Content by label) | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...