Account Configuration tab contains next option:
1. Automated Synchronization
This option allows you to enable automatic synchronization. If disabled, the synchronization still can be performed manually.
To Enable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Account Configuration
Set the “Automatic Synchronization“ option to “Yes“
As a result, when customers create a new customer account on Frontend it will be automatically synchronized with Salesforce Account+Contact. Also, any change made with a customer (for ex. editing addresses, name. email) will be automatically synchronized too when clicking the “Save Customer” button.
To check if the customer account was synchronized:
go to Magento Admin panel - Customers - All Customers - scroll to newly created customer
You should see that the “Salesforce Sync Status” column has a green tick and the “Salesforce Account ID” column contain a link
or click “Select - Edit“ on the created account and choose the “Salesforce“ tab
To Disable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Account Configuration
Set the “Automatic Synchronization“ option to “No“
As a result, when on Magento Frontend is created new customer it will not be automatically synchronized with Salesforce Account+Contact. Also, any change made with a customer (for ex. editing addresses, name. email) will not be automatically synchronized when clicking the “Save Customer” button. In this case, the synchronization still can be performed manually.
To check if the customer was not synchronized:
go to Magento Admin panel - Customers - All Customers - scroll to newly created customer
You should see that the “Salesforce Sync Status” column has a red exclamation mark and the “Salesforce Account ID” column is empty
or click “Select - Edit“ on the created account and choose the “Salesforce“ tab
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