Customers synchronization

Owned by Yurii Perevuznyk (Deactivated), created
Last updated: Oct 03, 2024 by Evgeniy Ermolayev
7 min read

Account & Contact Configuration

To start synchronizing your Customers with Salesforce you need to set desired settings on the Salesforce Customers Configuration page

  • Go to Magneto Admin panel - Salesforce - Customers - Account & Contact Configuration tab

  • Set next option for example

1. Automated Synchronization - Yes

Newly created Customers and any changes made in existing customer accounts will be automatically synchronized with Salesforce

2. Sync All Groups - Yes

Synchronizes all customers assigned to any customer group

3. Select Default Owner (Integration User for example)

This default owner will be assigned to Contact and/or Account when created

4. Contact Assignee - 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

5. Force into a single Account - No

All new customers will be created under a new account

6. Guest Address - Capture

Addresses captured during Guest checkout will be recorded at the contact level

7. Contact de-duplication - Leave duplicates

8. Account de-duplication - Leave duplicates

If duplicates are found using an Account Name, our system will merge those duplicates automatically before making updates in Salesforce.

All information about the customers is sent to Salesforce according to the fields mapping in Account and Contact grids

  • Go to Magento Admin panel - Salesforce - Fields Mapping - Account

This is the default Account mapping

  • Go to Magento Admin panel - Salesforce - Fields Mapping - Contact

This is the default Contact mapping

Also, you have the ability to create your own custom mappings

  • Click on the “Add new mapping“ button

  • Select “Magento Attribute”

  • Select “Salesforce Attribute”

  • Set “Enable” to “Yes“

  • Select “When” mode

  • Click the “Save Mapper“ button

Now let's check how the Guest Address - Capture option works

  • Go to Magento Frontend as a guest - Add some product to Cart

  • Click Cart icon - “Proceed to Checkout“ button

  • Fill all required fields on the checkout/#shipping page and click the “Next“ button

  • Select payment method and click the “Place Order“ button

  • Go to Magento Admin panel - Sales - Orders - scroll to the created order

  • Click on the “Select - View“ link and select the “Salesforce“ tab

  • Click on the “Account ID“ link - Details tab on the Salesforce Account page

  • check Billing Address and Shipping Address fields are populated

 

  • Click on the “Contact ID“ link - Details tab on the Salesforce Contact page

  • check Mailing Address and Other Address fields are populated

Now let's see how Logged-in customers are synchronized

  • Go to Magento Frontend and click the “Created new Customer“ link

  • Fill all required fields (First Name, Last Name, Email, Password, Confirm Password) and click the “Create an Account“ button

 

  • Go to Magento Admin panel - Customers - All Customers - scroll to the created customer

The created customer was synchronized automatically. “Salesforce Account ID” and “Salesforce Contact ID” columns have links

  • Click on the “Salesforce Account ID“ link and check all data on the Salesforce Account page

Account Name consists of first and last customer name. Account Owner is set according to Default Owner setting

  • Click on the “Salesforce Contact ID“ link and check all data on the Salesforce Contact page

  • Click on the Detail tab and check Mailing Address and Other Address fields are empty because the customer address was not provided during the account creation

Let’s add customer address on Magento Frontend and see changes will automatically be synchronized with Salesforce

  • Go to Magento Frontend and login as previously created customer

  • Click on the “My Account“ - “Manage Addresses” link

  • Fill all required fields and click the “Save address“ button

  • Go to Magento Admin panel - Customers - All Customers - scroll to the created customer

  • Click on the “Salesforce Contact ID“ link - Details tab and check all data on the Salesforce Contact page

Leads Integration

If enabling Leads Integration Magento customers will first be created as a Lead and then converted to a Contact upon placing the first order in Magento. It allows you to separate potential and real customers.

  • Go to Magneto Admin panel - Salesforce - Customers - Leads Integration tab

  • Set next option for example:

1. Leverage Salesforce Leads - Yes

2. Convert Leads - Yes

Automatically convert Leads into Account/Contact or a PersonAccount if multiple records found with a matching email address

3. Converted Lead Status - Closed - Converted

4. Delete converted Lead - No

5. Lead Assignment Rule - None

6. Default Owner - Integration User

7. Lead Source - Web

8. Include into lookup - Yes

Match Lead Source when matching Leads in Salesforce

9. Lead de-duplication - Leave duplicates

If duplicates are found using an Email address, our system will merge those duplicates automatically before making updates in Salesforce.

let’s see how Leads Integration works

  • Go to Magento Frontend and click the “Created new Customer“ link

  • Fill all required fields (First Name, Last Name, Email, Password, Confirm Password) and click the “Create an Account“ button

  • Go to Magento Admin panel - Customers - All Customers - scroll to the created customer

The created customer was synchronized automatically. “Salesforce Account ID” and “Salesforce Contact ID” columns are empty. The “Salesforce Lead ID“ column has links

  • Click on the “Salesforce Lead ID“ link - Details tab and check all data on the Salesforce Lead page

Lead Name, Company, email was taken from Magento customer account. Lead Default Owner and Lead Source are the same as set in Leads Integration configuration

  • Go to Magento Frontend and logit as previously created customer

  • Add some product to the Cart and Place an order

  • Go to Magento Admin panel - Sales - Orders - Edit created order

  • Click Invoice - Submit Invoice button

  • Go to Magento Admin panel - Customers - All Customers - scroll to created customer

The customer was synchronized automatically. “Salesforce Account ID”, “Salesforce Contact ID”, “Salesforce Lead ID“ columns have links

  • Click on the “Salesforce Lead ID“ link - Details tab and check all data on the Salesforce Lead page

Lead status becomes Closed - Converted

Newsletter Subscribers

To start synchronizing your subscribed customers as Lead with Salesforce you need to set desired settings on the Salesforce Newsletter Subscribers page

  • Go to Magneto Admin panel - Salesforce - Customers - Newsletter Subscribers tab

  • Set next option for example

1. Automated Synchronization - Yes

Subscribed customers will be automatically synchronized with Salesforce Leads

2. Advanced Parsing - For every subscriber

The integration will use internal logic to collect the required information from the email address to capture subscriber record and their subscription status in Salesforce.

  • Go to Magento Frontend and scroll to the end of the Home page

  • Type email into Subscribe field and click Subscribe button

  • Go to Magento Admin panel - Marketing - Newsletter Subscribers

  • Scroll to the newly subscribed customer

Lead ID column has link and Contact ID column is empty

  • Click on the “Lead ID“ link and check data on the Salesforce Lead page

  • Go to Magento Frontend and create new customer with subscriber email

  • Go to Magento Admin panel - Marketing - Newsletter Subscribers

  • Scroll to the newly subscribed customer

Lead ID and Contact ID columns have links

  • Click on the “Contact ID“ link and check data on the Salesforce Contact page

Related articles