...
- Lead Lookup: Attempt to locate a Magento customer in Salesforce Lead collection
- Contact Lookup: Attempt to locate a Magento customer in Salesforce Contact collection
- Account Lookup (B2C PersonAccount): 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
*** Feature is not automatically enabled in every Salesforce organization. A merchant has to request Salesforce Representative to enable that feature for them. Feature cannot be de-activated after it's activated.
General Assumptions
Customer Scope:
...
| Warning | ||
|---|---|---|
| ||
Magento emails ARE case-sensitive. Lookup MUST convert Magento email address into lowercase prior to querying Salesforce for any matching records |
Use Cases
Use cases are listed in the order of which the lookup MUST be executed
...
- Take Account from that contact for synchronization
- Perform synchronization and update existing Account and Contact
- IMPORTANT: don't change the owner of existing records in Salesforce
- IMPORTANT: Magento configuration hold a setting which allows Magento to overwrite Account name. If disabled, Magento should retain the existing Account name
...
- Create a new Contact while using the default values from the configuration in Magento
- Attach newly created Contact to the matched Account
- IMPORTANT: Default contact owner is defined in Magento configuration. System will either have to get Account owner and apply same owner to the Contact OR system will use the default owner configured in Magento
- IMPORTANT: Magento configuration hold a setting which allows Magento to overwrite Account name. If disabled, Magento should retain the existing Account name
...
- See 2.b above for requirements
...
- A new Contact and an Account should be created
- IMPORTANT: Default Contact owner is defined in Magento configuration. System will either have to get Account owner and apply same owner to the Contact
- IMPORTANT: Magento configuration hold a setting which allows Magento to overwrite Account name. If disabled, Magento should retain the existing Account name
...
matching |
...
records |
...
- If a customer has placed at least one order. See 2.d.i for requirements
- If a customer has no orders in Magento
- A new Lead should be created
- IMPORTANT: Default Lead owner is defined in Magento configuration
...