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go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration
Set “Include into lookup“ option to “No”
Set “Lead Source“ option to “Web“
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Create new Lead in Salesforce with “Lead Source” “Phone Inquiry” (for ex.)
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go to Magento Frontend and create new Magento customer with the same name and email as Lead in Salesforce
go to Magento Admin panel - Customers - All Customers - scroll to created customer
click on “Salesforce Lead ID“ link and check Salesforce Lead page
As a result, a Magento customer is synchronized with a previously created Lead. Lead source does not change
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9. Lead de-duplication
Leave duplicates
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