Industrial Parts & Service Wiki

5.3 | What happens in Salesforce when a customer changes information on their account in the ATS Store?

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Steps in the screenshots correspond to the numbers in the headings.

The first thing to remember is that Salesforce works off Accounts and the eCommerce site works off a contact's email address.

Therefore, if the customer is making changes to something in eCommerce, s/he is actually changing the CONTACT record, NOT the account record.

If your customer already has an account set up in Salesforce, any changes that s/he makes in the eCommerce store will flow through to his/her Salesforce account.

In our first example, the customer is going to make a change to their address.

1. The customer would log into their account in the ATS Store.

2. S/he would click on address tab.

3. Find the address that needs to change and click Edit.

In our example we are going to add the company name, and add Suite 150 to Address line 2.

4. Update the required fields.

5. Click Save Address.

6. The new information is shown in the address block in the ATS store.

An integration runs between Salesforce and eCommerce and vice/versa to move the data over.  Some things are automatically processed (such as new customer creation) while others need intervention from the CSR Team.

7. This change would come in as a "Case" in Salesforce.  It can be seen under the customer's name who made the request.

8. In this case, as it deals with an address, it can also be seen under the Related Tab on the account.

The Customer Service Rep would process the changes and close the case following the appropriate procedures.

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