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1. Automated Synchronization
This option allows you to enable automatic synchronization. If disabled, the synchronization still can be performed manually.
To Enable automatic synchronization
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 Account. Also, any change made with a customer account (for ex. editing addresses, name. email) will be automatically synchronized too when click “Save Customer” button.
To check if the customer account was synchronized:
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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To Disable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Account Configuration
Set the “Automatic Synchronization“ option to “No“
As a result, when customers create new account on Frontend it will not be automatically synchronized with Salesforce Account. Also, any change made with a customer account (for ex. editing addresses, name. email) will not be automatically synchronized when click “Save Customer” button. In this case, the synchronization still can be performed manually.
To check if the customer account was not synchronized:
go to Magento Admin panel - Customers - All Customers - scroll to newly created customer
You should see that “Salesforce Sync Status” column has red exclamation mark and “Salesforce Account ID” column is empty
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or click “Select - Edit“ on the created account and choose “Salesforce“ tab
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This option was removed in latest releases |
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 Contact and/or Account when created
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Account Configuration
Expand the “Default Owner“ drop-down list and choose the an owner
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Salesforce Account Page:
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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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go to Magento Admin panel - 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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