B2B & B2C Account Configuration
- Yurii Perevuznyk (Deactivated)
1. Default B2B Account Type
Record type to be used for the account record when creating new accounts from Magento. You can choose Default or an existing account type
To configure the “Default B2B Account Type” option do next:
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - B2B & B2C Account Configuration tab
Click on the “Default B2B Account Type“ drop-down list
Select option you need
2. B2C Account
“B2C Account” option has two states:
Click Not Used if your organization does not use Salesforce Person Accounts.
Click Enabled to configure Salesforce Person Accounts natively. From the Default B2C Account Type list, click an Account Record Types from Salesforce. This record type will be used for Magento customers if Magento were to create a new customer in Salesforce
To configure the “B2C Account” option do next:
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - B2B & B2C Account Configuration tab
Click on the “B2C Account“ drop-down list
Select option you need
3. Business Process
Only use B2B Accounts - Creating new Magento customers, Magento will always create a B2B Account + Contact if not match is found in SF
Only use B2C Accounts - Creating new Magento customers, Magento will always create a B2C Account if not match is found in SF
Use both B2B and B2C - Magento will determine automatically when a B2C Account or a B2B Account + Contact will be created based on whether or not the Customer has filled out a company name field during the registration or checkout process
To select one of the Business Process options do next:
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - B2B & B2C Account Configuration tab
Click on the “Business Process“ drop-down list
Select option you need