Change Customer->Contact relation

Case description: you have some Magento Customer and it’s synced to the Salesforce as Contact + Account. At the some time you deside you need assign this custoemr to another Contact and Account, also all new order should go under this new Contact.

Solution: in this case you should follow next steps:

1. Create a new Contact and Account in the Salesforce

2. Assign existing Salesforce Order/Opportunity to this Account/Contact manually if you need it

3. Open deprecated Salesfoce Contact, find the MagentoId field. You may need make this field visible via Salesforce layouts.

   1. Copy value defined in this field and make it empty

   2. save changes

4. Go to the new Salesforce Contact

   1. Put coppied value to the MagentoId field here

   2. save changes

5. Go to the Magento Admin area

   1. Open the “General settings“ our module page

   2. Enable the “Developer Mode“ in the “Advanced settings“ section

   3. Refresh Magento cache

   4. A new “Salesforce ID Mappings“ item should appears in the “Salesforce“ menu after that

   5. Go to the “Salesforce ID Mappings“

   6. Find the deprecated Salesforce Ids (ContactId and AccountId) in this grid assigned to the “customer“ Magento Type

   7. Delete these deprecated SalesfroceIDs

Take a look our example in the following screencast: