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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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8.
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Include into lookup
“Include into lookup“ => “Yes”
If set Set “Include into lookup“ option to “Yes” additional filtering logic will apply for the lead lookup to leverage segmentation or use a more global approach to find existing leads in the system regardless of a channel from which the lead came.
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration
Set “Include into lookup“ option to “Yes”
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 new Lead is created in Salesforce with the same name and email, but with lead source as configured in Magento
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“Include into lookup“ => “No”
If set Set “Include into lookup“ option to “No” no additional filtering will apply
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“
9. Lead de-duplication
Leave duplicates
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