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Prior to inserting records into Salesforce Magento MUST make an attempt to locate a record. Customer lookup has several phases: 

  • Lead Lookup: 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

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