Leads Integration

1 1. Leverage Salesforce Leads
2 2. Convert Leads
3 3. Converted Lead Status
4 4. Delete converted Lead
5 5. Lead Assignment Rule
6 6. Default Owner
7 7. Lead Source
8 8. Include into lookup
- 8.1 “Include into lookup“ => “Yes”
- 8.2 “Include into lookup“ => “No”
9 9. Lead de-duplication
- 9.1 Leave duplicates
- 9.2 Automatically

1. Leverage Salesforce Leads

If the “Leverage Salesforce Leads“ option is set to “No“, Magento customer will be created as Contact. No link in the “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 a new customer
go to Magento Admin panel - Customers - All Customers
scroll to created customer
check Salesforce Lead ID“ column

If the “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 a 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 a 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 the “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 a 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 the “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

This option was removed

5. Lead Assignment Rule

The “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 the “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 the “Gears“ (Setup) button
type “Lead Assignment Rules” into the “Search“ field
Click on “Lead Assignment Rules“ result

According to this rule:

If the customer address Zip/Postal Code EQUALS “91608” the Lead owner will become “Integration User“
If the customer address Zip/Postal Code EQUALS “91608” the Lead owner will become “Security User“
In all other cases, the Lead owner will become a “Salesforce login user“

If the “Lead Assignment Rules“ option is set to “None“, Lead owner will be taken from the “Default Owner” option

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 the “Default Owner“ drop-down list
select owner from the list

7. Lead Source

The “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 the “Lead Source“ drop-down list
select source from the list

go to Magento Frontend and create a new customer
go to Magento Admin panel - Customers - All Customers
scroll to the created customer and click on the “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 the 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 a 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 the “Salesforce Lead ID“ link and check the 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“

Create new Lead in Salesforce with “Lead Source” “Phone Inquiry” (for ex.)

go to Magento Frontend and create a 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 the Salesforce Lead page

As a result, a Magento customer is synchronized with a previously created Lead. Lead source does not change

9. Lead de-duplication

Leave duplicates

go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Leads Integration
Set the “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 the “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 Contact/Account/Lead duplicates auto merge feature article for more information about Salesforce auto merge feature

Integration with Salesforce