Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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

  • Expand “Default Owner“ drop-down list and choose the owner

...

Salesforce Account Page:

...

...

3. Account de-duplication

Leave duplicates

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

  • Set “Account de-duplication“ option to “Leave Duplicates” to allow duplicates to remain in your Salesforce account data.

...

Automatically

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

  • Set “Account de-duplication“ option to “Automatically” to automatically de-duplicate account data. We base this on an exact account name match (for example, "Microsoft" and "Microsoft Inc." would be considered two different accounts).

...


Read next article for more information about Salesforce auto merge feature:

Contact/Account/Lead duplicates auto merge feature

Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@11ce5
sortmodified
showSpacefalse
reversetrue
typepage
cqllabel = "kb-how-to-article" and type = "page" and space = "IWS"
labelskb-how-to-article

...