...
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 StatusConvert Leads“ 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” Convert Leads” option to “No“
...
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
...
If set “Converted Lead StatusConvert Leads“ 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” Convert Leads” 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
“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“
...
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 Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration tab
set “Leverage Salesforce Leads“ option is set to “Yes“
set “Convert Leads” option to “Yes“
Set “Delete converted Lead“ option to “No“
...
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 contain link
click on “Salesforce Lead ID“ link
Salesforce Lead page should opens
...
If set “Delete converted Lead“ option to “Yes“ Lead will be deleted in Salesforce after they are converted to Account+Contact
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration tab
set “Leverage Salesforce Leads“ option is set to “Yes“
set “Convert Leads” option to “Yes“
Set “Delete converted Lead“ 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 check “Salesforce Lead ID“ column is empty
Lead Assignment Rule
Default Owner
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