1. Customer Updates Their Own Information (Frontend)
When a new order is placed, a customer account is automatically created.
The customer is prompted to set a password on the website.
After logging in, the customer can go to their Account page.
On this page, they can:
View and edit personal information (e.g., name, email, address).
Review order history.
Changes made here are saved instantly and sync with Salesforce.
2. Admin Updates Customer Info in Salesforce (Backend)
A Salesforce admin can also update customer info directly:
Go to Orders in Salesforce.
Click on the Account Name linked to the order.
This opens the customer record where all customer details can be viewed and edited.
Any changes made here are also synced with the customer's website account.
Important Note
- Both methods are fully synchronized: Updating customer data on either the website or in Salesforce will reflect on the other side automatically.