Contact Configuration
- Yurii Perevuznyk (Deactivated)
Contact 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 - Contact Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
As a result, when customers create a new customer account on Frontend it will be automatically synchronized with Salesforce Contact. Also, any change made with a customer account (for ex. editing addresses, name. email) will be automatically synchronized too when clicking the “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 the “Salesforce Sync Status” column has a green tick and the “Salesforce Contact ID” column contain link
or click “Select - Edit“ on the created account and choose the “Salesforce“ tab
To Disable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
Set the “Automatic Synchronization“ option to “No“
As a result, when customers create a new customer account on Frontend it will not be automatically synchronized with Salesforce Contact. Also, any change made with a customer account (for ex. editing addresses, name. email) will not be automatically synchronized when click the “Save Customer” button. In this case, the synchronization still can be performed manually.
To check if the customer contact was not synchronized:
go to Magento Admin panel - Customers - All Customers - scroll to newly created customer
You should see that the “Salesforce Sync Status” column has a red exclamation mark and the “Salesforce Contact ID” column is empty
Manual synchronization
There are few possible ways for manual synchronization
Go to Magento Admin panel - Customers - All Customers
Mark checkbox next to customer you want to manually synchronize
Click the “Action” menu - “Sync with Salesforce”
Click the “Select - Sync with Salesforce“ action on the Customer record
Go to Magento Admin panel - Customers - All Customers
Click Select - Edit link from Action column for the customer you want to manually synchronize
Select the “Salesforce” tab - click the “Sync Customer” button
As a result, customer should receive Salesforce Contact ID and Salesforce Sync Status become a green tick
2. Sync All Groups
If set “Sync All Groups“ option to “Yes“ all customer groups will be synchronized
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Sync All Groups“ option to “Yes“
If set “Sync All Groups“ option to “No” you can choose the specific customer groups you wish to synchronize
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Sync All Groups“ option to “No“
choose specific customer groups from the “Customer Groups“ list
3. Contact Assignee
Use Default Owner - when a new Contact is created, the Contact will be assigned to the 'Default Owner'
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Contact Assignee“ option to “Use Default Owner”
Retain Owner from Existing Account - If a matching Account already exists in Salesforce, Magento will assign a new Contact to whoever owns the Account. Otherwise, Magento will fall back to the 'Default Owner' value set above.
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Contact Assignee“ option to “Retain Owner from Existing Account”
4. Guest Address
If the “Guest Address“ option is set to “Capture” - Addresses captured during Guest checkout will be recorded at the contact level
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Guest Address“ option to “Capture“
go to Magento Frontend and place an order as a guest user
go to Magento Admin panel - Sales - Orders
Click on the “View“ link on the created order
select the “Salesforce” tab and click on the “Salesforce Contact ID“ link
check the “Detail“ tab on the Salesforce customer Contact page
If the “Guest Address“ option is set to “Skip” - Addresses captured during Guest checkout will not be recorded at the contact level, but only at the order level
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Guest Address“ option to “Skip“
go to Magento Frontend and place an order as a guest user
go to Magento Admin panel - Sales - Orders
Click on the “View“ link on the created order
select the “Salesforce” tab and click on the “Salesforce Contact ID“ link
check the “Detail“ tab on the Salesforce customer Contact page
5. Contact de-duplication
Leave duplicates
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration
Set the “Contact 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 - Contact Configuration
Set the “Contact 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 Contact/Account/Lead duplicates auto merge feature article for more information about Salesforce auto merge feature