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Default Sales Representative

This default owner will be assigned to Salesforce Account when new company is created in Magento store

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

  • click on “Default Sales Representative“ drop-down list

  • select Sales Representative from the list

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Sales Representative list contains All active Magento users that are linked to active Salesforce user accounts. If you do not see the user in this list, navigate to Manage All Users page and make sure the Magento user is active and make sure it's linked with the Salesforce user successfully.

  • go to Magento Admin panel - System - All Users tab

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  • click on user you want to link with Salesforce user account

  • select “Salesforce“ tab and click on “Salesforce User“ drop-down list

  • select Salesforce User and click “Save User“ button

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As result, Magento user will be linked to Salesforce user account

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