Edit Company SF -> M

Owned by Yurii Perevuznyk (Deactivated)
Oct 13, 2022
2 min read

  • Go to Magneto Admin panel - Customers - Companies - Add new Company

  • Click Save button

Edit Company information

  • Go to the Companies grid and click on Salesforce Id link

  • Click Edit button on Account page and change Account Name, Phone and Billing Address

  • Click Save button

  • Click Sync Account with Magento - Send Data to Magento

  • Go to Magneto Admin panel - Customers - Companies - edit Company

  • Check Company information was changed

Edit Company Admin information

  • Go to Magento Admin panel - Customers - All Customers - Click on Salesforce Company ID link on Company admin user record

  • Click Edit button and change First Name, Last Name and Email

  • Click Save button

  • Click Sync with Magento and Send Data to Magento

  • Go to Magneto Admin panel - Customers - Companies - edit Company

  • Select Company Admin tab and check data was changed