...
As a result, when customers assign a new subscription on Frontend it will be automatically synchronized with Salesforce Lead and Contact.
...
go to Magento Admin panel - Marketing - Newsletter subscribers - scroll to the newly created subscriber
You should see that the “Salesforce Sync Status” column has a green tick and the “Lead ID” column has contain link
...
To To Disable automatic synchronization
...
As a result, when customers assign a new subscription on Frontend it will not be automatically synchronized with Salesforce Lead and Contact.
...
go to Magento Admin panel - Marketing - Newsletter subscribers - scroll to newly created subscriber
You should see that the “Salesforce Sync Status” column has a “red exclamation mark” and the “Lead ID” column is empty.
...
Go to Magento Admin panel - Markiting Marketing - Newsletter Subscribers
Mark checkbox next to customer you want to manually synchronize
Click the “Action” menu - “Sync with Salesforce”
...
As a result, the subscriber should receive a Lead ID and Salesforce Sync Status become green tick
...
For registered customers only
When the “Advanced Parsing“ option is set to “For registered customers only” - The Email Opt Out flag will be managed only for registered customers in Magento. This means that only registered customers who were assigned for the newsletter will be synchronized as Leads
...
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Newsletter Subscribers
Set the “Advanced Parsing“ option to “For every subscriber“
...
Related articles
| Filter by label (Content by label) | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...