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