Create a new Address Book SF -> M

Owned by Yurii Perevuznyk (Deactivated)
Last updated: Sept 30, 2022 by Olena Mykhailova (Deactivated)
3 min read

The Addressbook module creates a new mapping for the synchronization of the Child Account. Child Account received “sf_type” with the default value “Ship To“.

  • Go to Magento Admin panel - Salesforce - Manage Mappings - Manage Company mappings

Also, “Ship To“ Salesforce account type should be activated in Salesforce Org

  • Go to Salesforce Org - Click Setup Gear and type “Object Manages“ into the Search Setup field

  • Click on Account and select “Fields & Relationships“ tab

  • Find “Type“ record and click on it

  • Activate “Direct“, “Individual“ and “Ship To“ account types

  • Click on Page Layout tab and select “Account Layout“

  • Select Fields and add the “Company Administrator“ field to the layout

  • Click Buttons and add “Sync Account with Magento“ to the layout

Now you will be able to create a new Address Book

  • go to Salesforce Org - Apps - Accounts and click the New button

  • Provide all required files: Account Name, Phone, Shipping Address

  • select “Ship To“ type

  • Select Parent Account

  • Save Account

  • Switch to Salesforce Classic View and open Account

  • Click “Sync Account with Magento“ button and Send data to Magento

  • Go to Magneto Admin panel - Customers - Companies and Edit Company

  • Select Address Book tab and check that the new Address Book was created