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

  • Set the “Automatic Synchronization“ option to “No

As a result, when customers create new account on Frontend it will not be automatically synchronized with Salesforce Account. Also, any change made with a customer account (for ex. editing addresses, name. email) will not be automatically synchronized when click “Save Customer” button. In this case, the synchronization still can be performed manually.

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As a result, customer should receive Salesforce Account ID and Salesforce Sync Status become green tick

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Disable Sync option

This option enable/disable synchronization for the particular customers. Manual synchronization does not work for custoemr with is enabled “Disable Sync” option.

  • Go to Magento Admin panel - Customers - All Customers

  • Click “Select - Edit” link from Action column for the customer you want to change sync option

  • Click on “Salesforce“ tab

  • switch “Disable Sync” option to “Yes/No

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2. Default Owner

This default owner will be assigned to Salesforce Contact and/or Account when created

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