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Cart To Cash Solution Kit

Cart To Cash Solution Kit


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Link Cart to Cash
Salesforce Spring

Last updated November

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Link Cart to Cash
Design Considerations


Connect BB Commerce with CPQ billing and order information to improve the revenue management process

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This solution kit helps you
Use a connector to synchronize transactions from cart to cash with minimal development
Connect data flows for billing and order orchestration
Collect transaction data across clouds to improve retention
Empower marketing sales and support teams by improving subscription payments and processing

Required Products

BB Commerce Cloud

Salesforce CPQ

Sales Cloud Service Cloud or an Industry Cloud such as Consumer Goods Cloud or Manufacturing Cloud

BB Commerce and CPQ Connector

Implement This Solution
Learn how data flows through the configurations to link cart to cash
Design Considerations
For the best outcomes keep these design considerations in mind Links and other resources help you link cart to cash
Connectors are developer enablement frameworks that accelerate crosscloud integration by providing code configuration and

implementation patterns Use the CPQ BB Commerce Cloud Connector to link cart to cash

Link Cart to Cash


Use these configurations to link cart to cash

Learn how data flows through the configurations to link cart to cash


Related Content
Take the next steps in this implementation
Design Considerations

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Design Considerations


Design Considerations
For the best outcomes keep these design considerations in mind Links and other resources help you link cart to cash

Best Practices

Invoice Integration Between BB and Billing

We recommend that you directly surface the billing invoices in the BB Storefront rather than synchronize the invoices between

BB Invoice and Billing Invoice objects

Use a custom component that surfaces the invoices and payments directly from Salesforce Billing to the BB storefront

BillingRelated Data Capture at Sign Up or Check Out
Frequency Method
Billing contact info
All subscription terms length and so on at sign up or check out

Invoice Integration Between BB and Billing

Use the BB Commerce data model flow CC Invoice and CC Payment objects to capture the Invoice and Payment details

Salesforce Billing Fields

We recommend that you dont synchronize the CC Invoice and CC Payment objects with Invoice and Payment objects in Salesforce


Key Considerations
Cybersource Marketplace Template

If youre using the Cybersource marketplace template available on the outofbox BB storefront set the Auth and Capture value to

Storefront Guest User Access Orders
If the storefront allows unregistered users to check out add the necessary Apex class permissions to your communitys guest user profile

Performance and Scalability Considerations

ERP Integrations

This model lets the user extend functionality to an ERP or any backend system for enhanced revenue recognition or fulfillment

When activated the Order object is the trigger point when sending any order information to an external system Its also the entry
point back when updating any fulfillmentlevel details

Implement the OrdertoCash OTC integration between Salesforce Billing and the underlying ERP Its the single source of truth for

orders invoices and electronic payments regardless of whether it originated in BB or CPQ

Integrating OTC with BB isnt necessary

Tax Integration

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If using an external tax engine like Avalara Vertex or Sabrix integrate BB and Billing with the tax engine to avoid any discrepancies


Whether the order amounts come from a BB selfservice or CPQ sales rep transaction ensure that the orders match

We recommend that you set the rounding precision to two decimal places This precision must be the same in both BB and CPQ

A selfservice BB order automatically creates CPQ Orders The net price from the BB Order publishes and discounts as the Special

Price and Net Price on the CPQ Quote Lines

Ensure that any price rules in CPQ ignore the BB systemgenerated quotes as part of the selfservice flow Track it by adding a custom

attribute on the Quoting object For example QuoteSourcec BB Check for this value in all Price Rules or Quote Calculator Plugin

QCP customizations

Billing and Charge Types

Set up the Billing and Charge types to have the same values between BB and CPQ for any supported products that use these crosscloud


See Also

CPQ BB Connector Setup and Implementation Guide

BB Commerce Data Model

Salesforce Billing Hosted Payment Page

CyberSource for BB Commerce

Salesforce Order Data Model

Related Content
Review earlier steps in this solution
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Connectors are developer enablement frameworks that accelerate crosscloud integration by providing code configuration and

implementation patterns Use the CPQ BB Commerce Cloud Connector to link cart to cash

The CPQ BB Commerce Cloud Connector is an unmanaged package from Salesforce Labs It allows BB Commerce and CPQ customers

to configure or customize functionality Sync products pricing quote requests and orders in both clouds

Use one data model pricing engine and a unified process built around customer engagement from CPQ Create OmniChannel

customerdriven experiences
The connector supports the following use cases
Synchronize Product and Price Data

Link Cart to Cash


Convert Cart to Order
Request for a Quote
Buy Again with Synchronized Order History

General Connector Information
Connectors are a developer enablement framework that accelerates crosscloud integration Connectors arent a standalone product
Connectors support a core set of use cases and can be extended to support more customerdriven use cases

Connectors require customization and configuration in BB Commerce and Salesforce CPQ

Plan your connector implementation with a data strategy and governance policy

What Your Company Can Do with This Connector
Each connection point supports a core set of use cases enabled individually through custom metadata configurations These connections

meet your specific business requirements You can disable them as needed such as for scheduled maintenance or data ETL activities

Product and Price book
Cart and Quoting

Orders and CC Order

Note See the following visualized data flows You reduce system complexity with a unified master data shared data model and
single source of truth
Connected Selling and Buying
Synchronize Quoting and Order History

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Connected Products and Pricing

Create CPQ Product and Price Data and Sync to BB Commerce

Note The CPQ BB Connector supports a oneway sync for Product and Pricing logic

Table Data Synchronization
Data Sync


Products and Pricing

Platform Events
Scheduled Batch Classes
Queueable Framework

Transactional Carts Quotes and Orders

Future Methods

Factors to Consider
Volume of data product catalog and price lists
Frequency of changes in business process impacting Pricing or Product Data
Integrated systems and other data flows
Scalability and performance

Link Cart to Cash


Product and Pricing Assumptions
The Connector lets you sync Simple Products with a flat price

Connector Guardrails
Unsupported Product Types

To support the following BB products make other customizations in the Connector sync

Aggregate Products
Assembly Products

Unsupported Complex CPQ Product Bundles

Without other customizations we dont recommend using complex CPQ Product Bundles with many Options and Constraints Theyre

not ideal for using with selfservice or the Connector

BB Product Entitlements

The Product and Pricing Sync process doesnt automate the BB Product Entitlements Associate The Account Groups to the Price

Lists after completing the Product and Pricing Sync in BB Commerce

Discounts and Promotions

We recommend that you manage discounts and promotions for BB Commerce in BB Dont sync the information from CPQ

Data Strategy
Connector Data Flow Strategy and Governance

Advanced product and pricing capabilities within CPQ arent available inBB For example Bundles and Rules

ERP as the Product and Pricing Master

Dont directly integrate BB Commerce with the ERP The functionality supported in the Connector and the approaches listed here

assume that CPQ is the publishing data source for BB Commerce

Product Index Synchronization

Synced Products in BB appear only in a Storefront after refreshing the Product Index

Related Content
Review earlier steps in this solution
Design Considerations
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Use these configurations to link cart to cash

Invoice and Payment Steps

Manage revenue with BB Commerce and CPQ This section contains definitions followed by two strategies for adding business value

to the user case and requirements

Payment Gateways
Gateways are thirdparty software that provides connectivity to various payment processing networks such as Visa and American Express
The Payment Method object provides a token that the Payment Gateway can use to process a payment
Use a Payment Gateway for customer security including

Salesforce Billing which integrates with any payment gateway or API integration

Payment Transactions
These records of attempted payments store information such as Invoice Payment Method Gateway used and response and reason for
failure if applicable
Payment Schedulers
The Payment Scheduler automatically collects electronic payments for outstanding invoices
You can configure Payment Scheduler to run once or schedule recurring payment runs
SelfService Payments
They allow the customer to pay their own invoices
You can expose a Payment Terminal through an Experience Cloud site or use Lightning Platform to create public websites and applications
that directly integrate with your Salesforce organization

Strategy Use Salesforce Billing Hosted Card Payment

Embed Salesforce Billing as an iFrame in the BB Checkout flow for payment processing Directly collect customer payments into Salesforce

CPQ Salesforce Billing eliminates the need to integrate transactional data objects from the storefront data model to Salesforce



Salesforce Billing directly captures payment details tokenized
credit card or electronic payment details

The payment page has limited styling options
Authorization and Settlement Charge happen in a single action
with the outofbox payment gateway connector for billing

PCI compliance is better because theres no transfer of secure

information like credit card details

Link Cart to Cash


Salesforce Billing lets you manually collect and allocate payments or automate the payment process You can then post the payment
to keep your books up to date

Apply and process CC and ACH payments through payment gateways and lockbox integrations You can also apply manual payments

Implementation Steps

Enable the Billing HPP Component setting in Salesforce Billing

Modify the component based on your orgs payment and cardsaving needs for the attributes

Theres no requirement for syncing payment details between BB and Billing

After the Payment Scheduler runs in Salesforce Billing it processes the outstanding invoices with the selected payment method
Payment Scheduler generates data for the Payment and Payment Transaction records

Strategy Use Default Storefront Gateway and Custom Integration

Use the outofthe box Payment Gateway with Storefronts and custom integration Connect to Salesforce Billing or external ERP Use

outofthe box Commerce Storefront to process payment directly in Commerce Storefront It uses a default Payment Gateway Connector


There are no changes to the outofbox Payment Gateway

connector or the checkout flow in BB

Storefront Gateway requires customization to sync the BB

Transaction Payment details to Billing

Authorization and Settlement can happen as part of a separate

Process Payment using the default Payment Gateway connectors in BB Sync the Electronic Payment transaction details to Salesforce

Configure Payment Gateway in Salesforce Billing

Enable Hosted Payment Page HPP for the Org by contacting Salesforce support

Clone the Permission set Hosted Payment User and enable it
Enable Allow Payment Using Card Hosted Payment Component for the Experience site users
Add Permissions to the Community user profile
Implementation Approach

To design a Component that loads the HPP component create the Lightning Component

Publish the ccrzEStoredPaymentc and ccrzETransactionPaymentc associated with the BB Order to the Billing

Payment Method blngPaymentMethodc

To publish Payment Method details to Billing publish details from BB to Salesforce Billing Refer to sample code Use a trigger on

the CC Stored Payment or CC Transaction Payment records Note the code snippet is for guidance only

The lightning component has the transactionType as SavePaymentCard It ensures a capture of payment details without immediate
Create a Lightning component with forcecardPayment
Create a Lightning app with the extension ltngoutApp

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Create the Visual Force page for payments Refer to sample code

Update CC Admin Config

a Create a module from the CC Admin Storefront configuration setting and select Create Module

b The checkout module includes a newly created module
c Approve the Visual Force page in the Payment Module

Related Content
Review earlier steps in this solution
Design Considerations