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go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration tab
set “Converted Lead Status“ option is set to “Yes“
...
4. Delete converted Lead
If set “Delete converted Lead“ option to “No“ Lead will not be deleted in Salesforce after they are converted to Account+Contact
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration tab
set “Leverage Salesforce Leads“ option is set to “Yes“
set “Convert Leads” option to “Yes“
Set the “Delete converted Lead“ option to “No“
...
go to Magento Frontend and create a new customer
place an order with the created customer
go to Magento Admin panel - Customers - All Customers
scroll to the created customer and check the “Salesforce Lead ID“ column contain the link
Click on the “Salesforce Lead ID“ link
Salesforce Lead page should opens
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If set “Delete converted Lead“ option to “Yes“ Lead will be deleted in Salesforce after they are converted to Account+Contact
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration tab
set “Leverage Salesforce Leads“ option is set to “Yes“
set “Convert Leads” option to “Yes“
Set the “Delete converted Lead“ option to “Yes“
...
go to Magento Frontend and create a new customer
place an order with the created customer
go to Magento Admin panel - Customers - All Customers
scroll to the created customer and check “Salesforce Lead ID“ column is empty
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This option was removed
5. Lead Assignment Rule
The “Lead Assignment Rule” option allows you to select the rule according to which owners are assigned to leads
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go to Salesforce and click on the “Gears“ (Setup) button
type “Lead Assignment Rules” into the “Search“ field
Click on “Lead Assignment Rules“ result
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According to this rule:
If the customer address Zip/Postal Code EQUALS “91608” the Lead owner will become “Integration User“
If the customer address Zip/Postal Code EQUALS “91608” the Lead owner will become “Security User“
In all other cases, the Lead owner will become a “Salesforce login user“
If the “Lead Assignment Rules“ option is set to “None“, Lead owner will be taken from the “Default Owner” option
6. Default Owner
“Default Owner“ option allows you to choose the owner who will be assigned to Lead when new Magento customer is created
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Read Contact/Account/Lead duplicates auto merge feature article for more information about Salesforce auto merge feature |
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