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
