Customers synchronization
Account & Contact Configuration
To start synchronizing your products with Salesforce you need to set desired settings on the Salesforce Products 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