Page Comparison

1. Leverage Salesforce Leads

If the “Leverage Salesforce Leads“ option is set to “No“, Magento customer will be created as Contact. No link in the “Salesforce Lead ID“ column

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• go to Magento Frontend and create a new customer

• go to Magento Admin panel - Customers - All Customers

• scroll to created customer

• check Salesforce Lead ID“ column

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If the “Leverage Salesforce Leads“ option is set to “Yes“, Magento customer will first be created as a Lead and then converted to a Contact upon placing the first order in Magento

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• go to Magento Frontend and create a new customer

• go to Magento Admin panel - Customers - All Customers

• scroll to created customer

• check Salesforce Lead ID“ column

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• 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 click on the “Salesforce Lead ID“ link

• check Lead status

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• 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 click on the “Salesforce Lead ID“ link

• check Lead status

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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“

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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 “Delete converted Lead“ option to “No“

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• go to Magento Frontend and create 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 contain link

• click on “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 “Delete converted Lead“ option to “Yes“

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• go to Magento Frontend and create 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

• go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration tab

• click Click on the “Lead Assignment Rule“ drop-down list

• select rule from the list

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• go to Salesforce and click on the “Gears“ (Setup) button

• type “Lead Assignment Rules” into the “Search“ field

• click 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

• go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration tab

• click Click on the “Default Owner“ drop-down list

• select owner from the list

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7. Lead Source

The “Lead Source” option allows you to select the source for all Leads coming from Magento

• go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration tab

• click Click on the “Lead Source“ drop-down list

• select source from the list

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• go to Magento Frontend and create a new customer

• go to Magento Admin panel - Customers - All Customers

• scroll to the created customer and click on the “Salesforce Lead ID“ link

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. Include into lookup

“Include into lookup“ => “Yes”

If set Set “Include into lookup“ option to “Yes” additional filtering logic will apply for the lead lookup to leverage segmentation or use a more global approach to find existing leads in the system regardless of the channel from which the lead came.

• go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration

• Set “Include into lookup“ option to “Yes”

• Set “Lead Source“ option to “Web“

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• Create new Lead in Salesforce with “Lead Source” “Phone Inquiry” (for ex.)

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• go to Magento Frontend and create a new Magento customer with the same name and email as Lead in Salesforce

• go to Magento Admin panel - Customers - All Customers - scroll to created customer

• Click on the “Salesforce Lead ID“ link and check the Salesforce Lead page

As a result, a new Lead is created in Salesforce with the same name and email, but with lead source as configured in Magento

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“Include into lookup“ => “No”

If set Set “Include into lookup“ option to “No” no additional filtering will apply

• go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration

• Set “Include into lookup“ option to “No”

• Set “Lead Source“ option to “Web“

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• Create new Lead in Salesforce with “Lead Source” “Phone Inquiry” (for ex.)

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• go to Magento Frontend and create a new Magento customer with the same name and email as Lead in Salesforce

• go to Magento Admin panel - Customers - All Customers - scroll to created customer

• Click on “Salesforce Lead ID“ link and check the Salesforce Lead page

As a result, a Magento customer is synchronized with a previously created Lead. Lead source does not change

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9. Lead de-duplication

Leave duplicates

• go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration

• Set the “Lead 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 - Leads Integration

• Set the “Lead 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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