Page Comparison

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1. Automated Synchronization

This option allows you to enable automatic synchronization. If disabled, the synchronization still can be performed manually.

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Manual synchronization

There are few possible ways for manual synchronization

• Go to Magento Admin panel - Customers - All Customers

• Mark checkbox next to customer you want to manually synchronize

• Click the “Action” menu - “Sync with Salesforce”

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• Click the “Select - Sync with Salesforce“ action on the Customer record

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• Go to Magento Admin panel - Customers - All Customers

• Click the “Select - Edit” link from the Action column for the customer you want to manually synchronize

• Select the “Salesforce” tab - click the “Sync Customer” button

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As a result, customer should receive Salesforce Account ID and Salesforce Sync Status become a green tick

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Disable Sync option

This option enable/disable synchronization for particular customers. Manual synchronization does not work for customers with is enabled “Disable Sync” option.

• Go to Magento Admin panel - Customers - All Customers

• Click the “Select - Edit” link from the Action column for the customer you want to change the sync option

• Click on the “Salesforce“ tab

• switch the “Disable Sync” option to “Yes/No“

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2. Default Owner

This default owner will be assigned to Salesforce Account when created

• go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Account Configuration

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• Set the “Automatic Synchronization“ option to “Yes“

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As a result, when customers create new account on Frontend it will be automatically synchronized with Salesforce. Also, any change made with a customer account (for ex. editing addresses, name. email) will be automatically synchronized too when click “Save Customer” button.

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• Expand the “Default Owner“ drop-down list and choose an owner

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Salesforce Account Page:

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3. Account de-duplication

Leave duplicates

• go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Account Configuration

• Set the “Account de-duplication“ option to “Leave Duplicates” to allow duplicates to remain in your Salesforce account data.

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Automatically

• go to Magento Admin panel - Customers - All Customers - scroll to newly created customer

You should see that “Salesforce Sync Status” column has a green tick and “Salesforce Account ID” column has link

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• or click “Select - Edit“ on the created account and choose “Salesforce“ tab

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• Salesforce (sidebar menu) - B2B & Customers - Account Configuration

• Set the “Account de-duplication“ option to “Automatically” to automatically de-duplicate account data. We base this on an exact account name match (for example, "Microsoft" and "Microsoft Inc." would be considered two different accounts).

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