1. 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
2. Convert Leads
If set “Convert Leads“ 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 “Convert Leads” 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 “Convert Leads“ 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 “Convert Leads” 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
3. Converted Lead Status
“Converted Lead Status” option allows you to choose Lead Status to be set in Salesforce when Lead to Contact/Account conversion takes place
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration tab
set “Converted Lead Status“ option is set to “Yes“
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“
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
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“
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
5. Lead Assignment Rule
“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 on “Lead Assignment Rule“ drop-down list
select rule from the list
To create new or edit existing Lead Assignment Rules in Salesforce
go to Salesforce and click on “Gears“ (Setup) button
type “Lead Assignment Rules” into “Search“ field
click on “Lead Assignment Rules“ result
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 on “Default Owner“ drop-down list
select owner from the list
7. Lead Source
“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 on “Lead Source“ drop-down list
select source from the list
go to Magento Frontend and create new customer
go to Magento Admin panel - Customers - All Customers
scroll to the created customer and click on “Salesforce Lead ID“ link
8. 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 a 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“
Create new Lead in Salesforce with “Lead Source” “Phone Inquiry” (for ex.)
go to Magento Frontend and create 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 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
“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“
9. Lead de-duplication
Leave duplicates
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration
Set “Lead de-duplication“ option to “Leave Duplicates” to allow duplicates to remain in your Salesforce account data.
Automatically
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration
Set “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).
Read next article for more information about Salesforce auto merge feature:
Contact/Account/Lead duplicates auto merge feature