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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 check “Salesforce Lead ID“ column is empty

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Lead Assignment Rule

Lead Assignment Rule” option allows you to select the rule according to which owners are assigned to leads

  • go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration tab

  • click on “Lead Assignment Rule“ drop-down list

  • select rule from the list

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To create new or edit existing Lead Assignment Rules in Salesforce

  • go to Salesforce and click on “Gears“ (Setup) button

  • type “Lead Assignment Rules” into “Search“ field

  • click on “Lead Assignment Rules“ result

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  • 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


Default Owner


Lead Source


Include into lookup

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