Enable B2b Company Synchronization
his option allows you to enable automatic synchronization of the Magento company account to Salesforce account. If disabled, the synchronization still can be performed manually.
To Enable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Company Configuration
Set the “Enable B2b Company Synchronization“ option to “Yes“
As a result, when customers create new company account on Frontend it will be automatically synchronized with Salesforce Account. Also, any change made with a company account (for ex. company name, email) will be automatically synchronized too when click “Save” button.
To check if the customer account was synchronized:
go to Magento Admin panel - Customers - Companies - scroll to newly created cmpany
You should see that “Salesforce ID” column has link
To Disable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Company Configuration
Set the “Enable B2b Company Synchronization“ option to “No“
As a result, when customers create new company account on Frontend it will not be automatically synchronized with Salesforce Account. Also, any change made with a company account (for ex. editing company name. email) will not be automatically synchronized when click “Save” button. In this case, the synchronization still can be performed manually.
To check if the company account was not synchronized:
go to Magento Admin panel - Customers - Companies - scroll to newly created company
You should see that “Salesforce ID” column is empty
Manual synchronization
There are few possible ways for manual synchronization
Go to Magento Admin panel - Customers - Companies
Mark checkbox next to company you want to manually synchronize
Click “Action” menu - “Sync with Salesforce”
Go to Magento Admin panel - Customers - Companies
Click “Select - Edit” link from Action column for the company you want to manually synchronize
Click “Sync with Salesforce” button
As a result, company should receive Salesforce ID
