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  • Attempt to locate a Magento customer in Salesforce Lead collection
  • Attempt to locate a Magento customer in Salesforce Contact collection
  • Attempt to locate a Magento customer in Salesforce PersonAccount collection***
  • Attempt to locate a Salesforce Account based on a company name stored in Billing or Shipping Address in Magento

General Assumptions

Customer Scope:

Magento allows merchants to configure customer account sharing options to either use "Global" or "Per Website".

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If set to "Per Website" - in addition to the email address, "Magento Website" is also used in attempt to uniquely identify a record in Salesforce.

Lead Lookup

Lead object in Salesforce represents a potential buyer. 

Required fields:

  • LastName
  • Company
Info
titleIf PersonAccounts are enabled in Salesforce org, Company field becomes optional

 If person account record types have been enabled, and if the value of Company field is null, the lead converts to a person account.

 

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Email Address matching:

Warning
titleEmail address lookup in salesforce is case insensitive.

 IMPORTANT: Magento emails ARE case-sensitive. Lookup MUST convert Magento email address into lowercase prior to querying Salesforce for any matching records