Magento 1 Customer Configuration

This configuration area can be found in the Magento Admin Portal by navigating to "Salesforce (tab) > Integration Setup > Customer Configuration (page)"

STEP 1: General

• Enable Integration - Controls if customers in Magento will be pushed into Salesforce automatically or not.
• Create New Customers - Allows Salesforce to create new Magento customers.
• Email New Customers - Controls the communication options for NEW Magneto customers created from Salesforce.
• Sync All Groups - Allows you to filter which customer groups should be synchronized with Salesforce. If you want ALL Magento customers to flow into Salesforce, leave this setting set to "Yes".
  
• Use Country/State picklists data

• Default Owner - is an active Salesforce user who will be assigned to a newly created Salesforce Contact when Magento customer is synchronized and if that same customer does NOT exist in Salesforce.

STEP 2: Salesforce Accounts

• Force into a single Account - allows you to capture all NEW Contacts Magento creates under a single Salesforce Account. 

  This setting is used in a B2C space if Salesforce does NOT have Person Accounts feature activated.

• Automated merge - Allow PowerSync connector to automatically merge Salesforce Accounts that have the same name (case insensitive, exact match)

STEP 3: Salesforce Contacts

• Record Types
  • Use B2B as default - Salesforce Account and Contact are used in the integration.
  • Use B2C as default (available only when Person Accounts are enabled) - Only PersonAccounts will be created for every Magento customer.
  • Use both B2B and B2C (available only when Person Accounts are enabled) - Magento will use smart logic to figure out if a PersonAccount in Salesforce will be created or an Account + Contact.
• Default B2B Account Type - if you have multiple Record Types for your Contacts, you can select the default Record Type the solution will use when creating new Contact in Salesforce.
• Use Person Accounts - this is a feature you have to request from Salesforce. If you don't know what this is, you probably don't have it enabled.
  
  
  • Default B2C Account Type - if you have multiple Record Types for your PersonAccounts, you can select the default Record Type the solution will use when creating new PersonAccount in Salesforce.
• Contact Assignee - conditional logic to allow you to control how to assign a sales person to the customer in your organization.
• Automated merge - Allow PowerSync connector to automatically merge Salesforce Contacts based on the email address (case-insensitive)

STEP 4: Salesforce Leads

• Leverage Salesforce Leads - If enabled, Magento will first try to create a Magento customer as a Lead in Salesforce. The Lead will automatically be converted into an Account + Contact (or a PersonAccount) upon the first purchase.
• Converted Lead Status - By default its set to "Qualified", but if you use custom Statuses, you may need to change this setting.
• Lead Assignment Rule - Allows you to choose an assignment rule to be applied to the new Lead you create from Magento.
• Magento Lead Source - Lead Source value in Salesforce for all customers coming from your website.
• Default Owner - is an active Salesforce user who will be assigned to a newly created Salesforce Lead when Magento customer is synchronized and if that same customer does NOT exist in Salesforce.
• Include into lookup - Advanced setting to help with Lead filtration.
• Automated merge - Allow PowerSync connector to automatically merge Salesforce Leads based on the email address (case-insensitive)
• Email Notification - Used to tell Salesforce who to notify when the Lead gets converted in Salesforce.

STEP 5: Newsletter Subscribers

• Enable Integration - tracks newsletter subscription status with Salesforce Lead, PersonAccount, or Contact.
• Campaign - Default Salesforce campaign to assign the person when they sign up for your newsletter. 

STEP 6: Customer Dashboard

• Opportunity Display - list all Salesforce Opportunities assigned to Magento customer. The list of Salesforce Opportunities will only be visible in the Magento Admin Portal.
• Opportunity Filter
  • a Customer - All Opportunities assigned to the Contact in Salesforce.
  • an Account - All Opportunities assigned to an entire Account in Salesforce.

STEP 7: Wishlists

• Enable Integration - Controls if PowerSync should capture customer wishlists in Salesforce in a form of an Opportunity.
• Close Date - time needed to close the Wishlist Opportunity.
• Default Stage Name - Stage Name for the Wishlist Opportunity when the Wishlist is first created.
• Enable Contact Roles - allows associating a Contact to the Wishlist Opportunity.
  • Default Role - usually is a "Decision Maker".
• Default Record Type - you can create a custom record type for the Wishlist Opportunity in Salesforce.