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Account & Contact Configuration
To start synchronizing your products with Salesforce you need to set desired settings on the Salesforce Products Configuration page
Go to Magneto Admin panel - Salesforce - Products - Customers - Account & Contact Configuration tab
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Set next option for example
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All information about the customers is set sent to Salesforce according to the fields mapping in Account and Contact grids
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The created customer was synchronized automatically. “Salesforce Account ID” and “Salesforce Contact ID” columns have links
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Click on the “Salesforce Account ID“ link and check all data on the Salesforce Account page
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Go to Magento Admin panel - Customers - All Customers - scroll to the created customer
Click on the “Salesforce Contact ID“ link - Details tab and check all data on the Salesforce Contact page
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Leads Integration
If enabling Leads Integration Magento customers will first be created as a Lead and then converted to a Contact upon placing the first order in Magento. It allows you to separate potential and real customers.
Go to Magneto Admin panel - Salesforce - Customers - Leads Integration tab
Set next option for example:
1. Leverage Salesforce Leads - Yes
2. Convert Leads - Yes
Automatically convert Leads into Account/Contact or a PersonAccount if multiple records found with a matching email address
3. Converted Lead Status - Closed - Converted
4. Delete converted Lead - No
5. Lead Assignment Rule - None
6. Default Owner - Integration User
7. Lead Source - Web
8. Include into lookup - Yes
Match Lead Source when matching Leads in Salesforce
9. Lead de-duplication - Leave duplicates
If duplicates are found using an Email address, our system will merge those duplicates automatically before making updates in Salesforce.
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let’s see how Leads Integration works
Go to Magento Frontend and clickthe “Created new Customer“ link
Fill all required fields (First Name, Last Name, Email, Password, Confirm Password) and click the “Create an Account“ button
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Go to Magento Admin panel - Customers - All Customers - scroll to the created customer
The created customer was synchronized automatically. “Salesforce Account ID” and “Salesforce Contact ID” columns are empty. The “Salesforce Lead ID“ column has links
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Click on the “Salesforce Lead ID“ link - Details tab and check all data on the Salesforce Lead page
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Lead Name, Company, email was taken from Magento customer account. Lead Default Owner and Lead Source are the same as set in Leads Integration configuration
Go to Magento Frontend and logit as previously created customer
Add some product to the Cart and Place an order
Go to Magento Admin panel - Sales - Orders - Edit created order
Click Invoice - Submit Invoice button
Go to Magento Admin panel - Customers - All Customers - scroll to created customer
The customer was synchronized automatically. “Salesforce Account ID”, “Salesforce Contact ID”, “Salesforce Lead ID“ columns have links
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Click on the “Salesforce Lead ID“ link - Details tab and check all data on the Salesforce Lead page
Lead status becomes Closed - Converted
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