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Leverage Salesforce Leads

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

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

  • set “Leverage Salesforce Leads“ option is set to “No“

  • go to Magento Frontend and create new customer

  • go to Magento Admin panel - Customers - All Customers

  • scroll to created customer

  • check Salesforce Lead ID“ column

If “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

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

  • set “Leverage Salesforce Leads“ option is set to “Yes“

  • go to Magento Frontend and create new customer

  • go to Magento Admin panel - Customers - All Customers

  • scroll to created customer

  • check Salesforce Lead ID“ column

Convert Leads

If set “Converted Lead Status“ option to “No“ Lead won’t be converted in Salesforce when Magento customer place an order

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

  • set “Leverage Salesforce Leads“ option is set to “Yes“

  • set “Converted Lead Status” option to “No“

  • 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 click on “Salesforce Lead ID“ link

  • check Lead status

If set “Converted Lead Status“ option to “Yes“ Lead will be converted in Salesforce when Magento customer place an order

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

  • set “Leverage Salesforce Leads“ option is set to “Yes“

  • set “Converted Lead Status” option to “Yes“

  • 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 click on “Salesforce Lead ID“ link

  • check Lead status

Converted Lead Status


Delete converted Lead


Lead Assignment Rule


Default Owner


Lead Source


Include into lookup


Lead de-duplication

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