Cart To Cash Solution Kit
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Link Cart to Cash
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Last updated November
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CONTENTS
Link Cart to Cash
Workflow
Design Considerations
Connector
Configurations
LINK CART TO CASH
Connect BB Commerce with CPQ billing and order information to improve the revenue management process
Get Started
Take Trailhead modules related to this solution
Salesforce Solution Kits Quick Look
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
Workflow
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
Connector
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
Workflow
Configurations
Use these configurations to link cart to cash
Workflow
Learn how data flows through the configurations to link cart to cash
Workflow
Related Content
Take the next steps in this implementation
Design Considerations
Connector
Link Cart to Cash
Design Considerations
Configurations
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
Billing
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
False
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
Link Cart to Cash
Connector
If using an external tax engine like Avalara Vertex or Sabrix integrate BB and Billing with the tax engine to avoid any discrepancies
Pricing
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
scenarios
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
Workflow
Take the next steps in this implementation
Connector
Configurations
Connector
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
Connector
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
Link Cart to Cash
Connector
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
Approach
Products and Pricing
Platform Events
Scheduled Batch Classes
Queueable Framework
Transactional Carts Quotes and Orders
Triggers
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
Connector
Considerations
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
Workflow
Design Considerations
Take the next steps in this implementation
Configurations
Link Cart to Cash
Configurations
Configurations
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
Definitions
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
Cybersource
Authorizenet
Payeezy
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
Pros
Cons
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
Configurations
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
option
Pros
Cons
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
transaction
Process Payment using the default Payment Gateway connectors in BB Sync the Electronic Payment transaction details to Salesforce
Billing
Prerequisites
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
processing
Create a Lightning component with forcecardPayment
Create a Lightning app with the extension ltngoutApp
Link Cart to Cash
Configurations
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
Workflow
Design Considerations
Connector
