Lead owner issue after changing on SF Org (when mapping is Upsert)

Owned by Yurii Perevuznyk (Deactivated)
Last updated: Jul 14, 2022
2 min read

  • Go to Magento admin panel - Salesforce - Manage Mappings - Lead

  • Set owner - OwnerId mapping to Upsert

  • Go to Magento admin panel - Salesforce - B2B & Customers - Leads Integration tab

    • Set Leverage Salesforce Leads option to Yes

    • Set Default Owner to Automated Process (for ex)

  • Go to Magento admin panel - Salesforce - B2B & Customers - Account Configuration tab

    • Set Default Owner to Security User (for ex)

  • Go to Magento Frontend and create new customer

  • Go to Magento admin panel - Customers - All Customers - click on Salesforce Lead Id link

Lead owner is Automated Process

  • change owner to another - Integration User for example

  • Go to Magento frontend and place order with the created customer

  • Go to Magento admin panel - Customers - All Customers - click on Salesforce Lead Id link

Lead owner is changed to Automated Process according to the Lead owner setting

  • Go to Magento admin panel - Customers - All Customers - click on Salesforce Account Id link

Account owner is Integration User

  • Go to Magento admin panel - Customers - All Customers - click on Salesforce Contact Id link

Contact owner is Integration User

It happens because Account and Contact synchronized firstly and received a changed owner from Lead. Then Lead is converted and after synchronization received owner from Lead - Default Owner drop down list