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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

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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

Lead Source” option allows you to select the source for all Leads coming from Magento

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

  • click on “Lead Source“ drop-down list

  • select source from the list

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  • 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

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??????Include into lookup


?????Lead de-duplication

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