Page Comparison

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Enable B2b Company Synchronization

Manual synchronization

There are few possible ways for manual synchronization

• Go to Magento Admin panel - Customers - Companies

• Mark checkbox next to company 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 Company record

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• Go to Magento Admin panel - Customers - Companies

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

• Click the “Sync with Salesforce” button

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As a result, the company should receive Salesforce ID

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Default Sales Representative

This default owner will be assigned to Salesforce Account when a new company is created in the Magento store

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

• Click on the “Default Sales Representative“ drop-down list

• select Sales Representative from the list

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Sales Representative list contains All active Magento users that are linked to active Salesforce user accounts. If you do not see the user in this list, navigate to the Manage “All Users” page and make sure the Magento user is active and make sure it's linked with the Salesforce user successfully.

• go to Magento Admin panel - System - All Users tab

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• Click on the user you want to link with Salesforce user account

• select the “Salesforce“ tab and click on the “Salesforce User“ drop-down list

• select Salesforce User and click the “Save User“ button

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As result, Magento users will be linked to Salesforce Account

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