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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 Select - Edit link from Action column for the customer you want to manually synchronize
Select the “Salesforce” tab - click the “Sync Customer” button
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go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Contact Assignee“ option to “Retain Owner from Existing Account”
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When the “Force into a single Account“ option is set to “No“ newly created customer Contact will be synchronized with new customer Account in Salesforce
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Force into a single Account“ option to “No“
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When the “Force into a single Account“ option is set to “Yes“ you will be able to select one of existing customer Accounts. Newly created customer Contact will be synchronized with selected customer Account in Salesforce
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Force into a single Account“ option to “Yes“
select existing customer Account from the “Single Account“ drop-down list
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. Guest Address
If the “Guest Address“ option is set to “Capture” - Addresses captured during Guest checkout will be recorded at the contact level
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go to Magento Frontend and place an order as a guest user
go to Magento Admin panel - Sales - Orders
Click on the “View“ link on the created order
select the “Salesforce” tab and click on the “Salesforce Contact ID“ link
check the “Detail“ tab on the Salesforce customer Contact page
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5. Contact de-duplication
Leave duplicates
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration
Set the “Contact de-duplication“ option to “Leave Duplicates” to allow duplicates to remain in your Salesforce account data.
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