...
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
...
Set the “Automatic Synchronization“ option to “Yes“
...
As a result, when customers create a new customer account on Frontend it will be automatically synchronized with Salesforce Account+Contact. Also, any change made with a customer (for ex. editing addresses, name. email) will be automatically synchronized too when clicking the “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 the “Salesforce Sync Status” column has a green tick and the “Salesforce Account ID” column contain a link
...
or click “Select - Edit“ on the created account and choose the “Salesforce“ tab
...
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 on Magento Frontend is created new customer it will not be automatically synchronized with Salesforce Account+Contact. Also, any change made with a customer (for ex. editing addresses, name. email) will not be automatically synchronized when clicking the “Save Customer” button. In this case, the synchronization still can be performed manually.
To check if the customer was not synchronized:
go to Magento Admin panel - Customers - All Customers - scroll to newly created customer
You should see that the “Salesforce Sync Status” column has a red exclamation mark and the “Salesforce Account ID” column is empty
...
or click “Select - Edit“ on the created account and choose the “Salesforce“ tab
...
| Note |
|---|
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”
...
Click the “Select - Sync with Salesforce“ action on the Customer record
...
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
...
| Page Properties | ||
|---|---|---|
| ||
|