...
go to Magento Frontend and create a new customer
go to Magento Admin panel - Customers - All Customers - edit created customer
...
On the Salesforce side, SF Account and SF Contact will receive Salesforce Account default owner configured in Magento
Go to Magento admin panel - Salesforce - B2B and Customers
...
Go to Frontend - add some product to Cart and place an order
Go to Magento admin panel - Sales - Orders - edit created order
In this case, order Sales Representative will be “Not Specified” - the same as on the Customer page
...
open SF order link and check Order owner
In this case, SF order owner is the same as SF Contact owner
...
Create new order for this customer from Admin panel
Change order Sales Representative and Submit Order
...
open SF order link and check Order owner
...
SF order owner will be taken from Order drop down
go to Magento Admin panel - Customers - All Customers - edit created customer
Select the “Account Information“ tab and check “Sales Representative“
...
| Info |
|---|
Customer “Sales Representative” will be inherited from the order |
Exists Customer with Sales Rep
go to Magento Admin panel - Customers - All Customers - edit created customer
Select the “Account Information“ tab and check Customer has “Sales Representative“
...
Create new order for this customer from Admin panel
Check Order Sales Representative is inherited from the Customer
...
Change Order Sales Representative and Submit Order
...
open SF order link and check Order owner
...
| Info |
|---|
SF Order owner is taken from Magento Order page |
In this case Magento Customer Sales Representative will not change
Guest Customer
Go to Magento admin panel - Salesforce - B2B and Customers and check Account Default Owner
...
Go to Magento Frontend and place an order as Guest
go to Magento Admin panel - Sales - Orders - Edit created order
check order Sales Representative is “Not Specified“
...
Click on SF Account link and Check SF Account Owner
...
Click on SF Order link and Check SF Order Owner
...
| Info |
|---|
SF Account and SF Order owner for Guest Magento is inheried from Magento Account Default Owner setting |
Click “Reorder “ button on created Guest order
Change Sales Representative and Submit Order
...
Click on SF Account link and Check SF Account Owner
| Info |
|---|
Account Owner for Guest customer does not change |
...
Click on SF Order link and Check SF Order Owner
| Info |
|---|
SF Order owner is inheried Order Sales Represetative |
...
\uD83D\uDCCB Связанные статьи
...