Enable B2b Company Synchronization
his option allows you to enable automatic synchronization of the Magento company account to the Salesforce account. If disabled, the synchronization still can be performed manually.
To Enable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Company Configuration
Set the “Enable B2b Company Synchronization“ option to “Yes“
As a result, when customers create a new company account on Frontend it will be automatically synchronized with Salesforce Account. Also, any change made with a company account (for ex. company name, email) will be automatically synchronized too when clicking the “Save” button.
To check if the customer account was synchronized:
go to Magento Admin panel - Customers - Companies - scroll to newly created company
You should see that the “Salesforce ID” column contain a link
To Disable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Company Configuration
Set the “Enable B2b Company Synchronization“ option to “No“
As a result, when customers create a new company account on Frontend it will not be automatically synchronized with Salesforce Account. Also, any change made with a company account (for ex. editing company name. email) will not be automatically synchronized when clicking the “Save” button. In this case, the synchronization still can be performed manually.
To check if the company account was not synchronized:
go to Magento Admin panel - Customers - Companies - scroll to newly created company
You should see that the “Salesforce ID” column is empty
Manual synchronization
There are few possible ways for manual synchronization
Go to Magento Admin panel - Customers - Companies
Mark checkbox next to company you want to manually synchronize
Click the “Action” menu - “Sync with Salesforce”
Click the “Select - Sync with Salesforce“ action on the Company record
Go to Magento Admin panel - Customers - Companies
Click the “Select - Edit” link from the Action column for the company you want to manually synchronize
Click the “Sync with Salesforce” button
As a result, the company should receive Salesforce ID
Default Sales Representative
This default owner will be assigned to Salesforce Account when a new company is created in the Magento store
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Company Configuration tab
Click on the “Default Sales Representative“ drop-down list
select Sales Representative from the list
Sales Representative list contains All active Magento users that are linked to active Salesforce user accounts. If you do not see the user in this list, navigate to the Manage “All Users” page and make sure the Magento user is active and make sure it's linked with the Salesforce user successfully.
go to Magento Admin panel - System - All Users tab
Click on the user you want to link with Salesforce user account
select the “Salesforce“ tab and click on the “Salesforce User“ drop-down list
select Salesforce User and click the “Save User“ button
As result, Magento users will be linked to Salesforce Account
