Contact Configuration tab contains next option:
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 - Contact Configuration tab
Set the “Automatic Synchronization“ option to “Yes“
As a result, when customers create new account on Frontend it will be automatically synchronized with Salesforce Contact. Also, any change made with a customer account (for ex. editing addresses, name. email) will be automatically synchronized too when click “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 “Salesforce Sync Status” column has a green tick and “Salesforce Contact ID” column has link
or click “Select - Edit“ on the created account and choose “Salesforce“ tab
To Disable automatic synchronization
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
Set the “Automatic Synchronization“ option to “No“
As a result, when customers create new account on Frontend it will not be automatically synchronized with Salesforce Contact. Also, any change made with a customer account (for ex. editing addresses, name. email) will not be automatically synchronized when click “Save Customer” button. In this case, the synchronization still can be performed manually.
To check if the customer contact was not synchronized:
go to Magento Admin panel - Customers - All Customers - scroll to newly created customer
You should see that “Salesforce Sync Status” column has red exclamation mark and “Salesforce Contact ID” column is empty
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 Action menu - Sync with Salesforce
Go to Magento Admin panel - Customers - All Customers
Click Select - Edit link from Action column for the customer you want to manually synchronize
Select Salesforce tab - click Sync button
As a result, customer should receive Salesforce Contact ID and Salesforce Sync Status become green tick
Sync All Groups
If set “Sync All Groups“ option to “Yes“ all customer groups will be synchronized
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Sync All Groups“ option to “Yes“
If set “Sync All Groups“ option to “No” you can choose the specific customer groups you wish to synchronize
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Sync All Groups“ option to “No“
choose specific customer groups from “Customer Groups“ list
Contact Assignee
Use Default Owner - when a new Contact is created, the Contact will be assigned to the 'Default Owner'
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Contact Assignee“ option to “Use Default Owner”
Retain Owner from Existing Account - If a matching Account already exists in Salesforce, Magento will assign a new Contact to whomever owns the Account. Otherwise, Magento will fall back to 'Default Owner' value set above.
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Contact Assignee“ option to “Retain Owner from Existing Account”
Force into a single Account
When “Force into a single Account“ option is set to “No“ newly created customer Contact will be synchronized with new customer Account in Salesforce
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Force into a single Account“ option to “No“
When “Force into a single Account“ option is set to “Yes“ you will be able to select one of existsings customer Accounts. Newly created customer Contact will be synchronized with selected customer Account in Salesforce
go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Contact Configuration tab
set “Force into a single Account“ option to “Yes“
select existing custoemr Account from “Single Account“ drop-down list
Guest Address
Contact de-duplication