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  • Lead Lookup: Attempt to locate a Magento customer in Salesforce Lead collection
  • Contact Lookup: Attempt to locate a Magento customer in Salesforce Contact collection
  • Attempt to locate a Magento customer in Salesforce PersonAccount collection***
  • Account Lookup (B2B Account): Attempt to locate a Salesforce Account based on a company name stored in Billing or Shipping Address in Magento

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