Account Configuration

Owned by Yurii Perevuznyk (Deactivated), created
Last updated: May 23, 2022
3 min read

Account Configuration tab contains next option:

1. Automated Synchronization

This option was removed in latest releases

Manual synchronization

There are few possible ways for manual synchronization

  • Go to Magento Admin panel - Customers - All Customers

  • Mark checkbox next to customer you want to manually synchronize

  • Click the “Action” menu - “Sync with Salesforce”

  • Click the “Select - Sync with Salesforce“ action on the Customer record

  • Go to Magento Admin panel - Customers - All Customers

  • Click the “Select - Edit” link from the Action column for the customer you want to manually synchronize

  • Select the “Salesforce” tab - click the “Sync Customer” button

As a result, customer should receive Salesforce Account ID and Salesforce Sync Status become a green tick

Disable Sync option

This option enable/disable synchronization for particular customers. Manual synchronization does not work for customers with is enabled “Disable Sync” option.

  • Go to Magento Admin panel - Customers - All Customers

  • Click the “Select - Edit” link from the Action column for the customer you want to change the sync option

  • Click on the “Salesforce“ tab

  • switch the “Disable Sync” option to “Yes/No“

2. Default Owner

This default owner will be assigned to Salesforce Account when created

  • go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Account Configuration

  • Expand the “Default Owner“ drop-down list and choose an owner

Salesforce Account Page:

3. Account de-duplication

Leave duplicates

  • go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Account Configuration

  • Set the “Account de-duplication“ option to “Leave Duplicates” to allow duplicates to remain in your Salesforce account data.

Automatically

  • go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Account Configuration

  • Set the “Account de-duplication“ option to “Automatically” to automatically de-duplicate account data. We base this on an exact account name match (for example, "Microsoft" and "Microsoft Inc." would be considered two different accounts).

Read Contact/Account/Lead duplicates auto merge feature article for more information about Salesforce auto merge feature

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