Cart To Quote Solution Kit
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Link Cart to Quote
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Last updated November
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CONTENTS
Link Cart to Quote
Workflow
Design Considerations
Connector
Configurations
LINK CART TO QUOTE
Integrate BB Commerce carts with CPQ to allow sales representatives to finalize quotes and customers to complete orders
Get Started
Take Trailhead modules related to this solution
Salesforce Solution Kits Quick Look
This solution kit helps you
Integrate customer carts sent from BB Commerce to CPQ for the Sales Rep to finalize and create complex quotes
Send quotes back to the cart for the customer to purchase or complete from CPQ
Reduce abandoned customer selfservice transactions
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 quote
Design Considerations
For the best outcomes keep these design considerations in mind Links and other resources help you link carts to quotes
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 quote
Link Cart to Quote
Workflow
Configurations
Use these configurations to link carts to quotes
Workflow
Learn how data flows through the configurations to link cart to quote
Workflow
Related Content
Take the next steps in this implementation
Design Considerations
Connector
Link Cart to Quote
Design Considerations
Configurations
Design Considerations
For the best outcomes keep these design considerations in mind Links and other resources help you link carts to quotes
Configuring the Marketing Cloud Connector Data Feeds
Best Practices
Identify Scope Requirements Validate Alignment
Plan for your budget timeline and outofthebox options
Plan and gather alignment on your data strategy and connected cloud Consider your timeline and budget
Define an MVP solution by preparing a crawl walk and run prioritization for storefront and CPQ requirements
To implement new functionality assign ownership of work items to crossfunctional teams
Monitor error logs and subscribe to reports
Assign ownership for bugs and issue tracking with a SLA across system functional and business analysis to monitor error logs
between tools
Validate your data strategy when adding to user stories or a business process
Refer to the Product and Price Master Data flow and Design Considerations for ERP This solution kit assumes that you use the Product
CPQ Master approach
Key Considerations
Data from the Connector
Storefront and Connector Orders also create Opportunities
Carts that generate quotes and quotes that generate carts dont require an Opportunity record
CarttoQuote Requests
Request Quote runs at any time from the customers cart or the CC Order creation Either way CPQ makes Quote then Quote Items
data after the storefront makes a request
After Request a Quote initiation from an Order CPQ data populates in the following order Opportunity Quote Quote Line Items
and Order and Order Items
Limitations and Guardrails
Transfer Orders to Storefront Cart
When a sales rep transfers a quote to a cart in the customers view a custom Lightning Action on the Quote page supports this
action
CarttoQuote Behavior with CPQ Price Rules and Overrides
Exclude Quotes created from the Cart for any Pricing rules or Quote Calculator Plugin QCP overrides The price published from
Cart to Quote drives price overrides
Link Cart to Quote
Connector
Performance and Scalability Considerations
Notifications
Configure transactional alerts through the CarttoQuote or QuotetoCart notification preferences Review outofthebox options
within Salesforce for email delivery via Process Builder Marketing Cloud Account Engagement Pardot with Sales Alerts Salesforce
Engage Alerts or by Marketing Cloud Learn more about native notification options
Monitor and Manage the Error Log
Cart Order and Quote errors appear in the CPQBB Log object
Create reports by setting up a Custom Report Type Monitor performance and swarm issues that negatively affect the customer
shopping experience
Permissions and Security
Record ownership from Connector transactions If your Salesforce storefront supports unauthenticated shopping it creates CC Cart
and CC Order under the logged in Salesforce Experience site user context or the Anonymous User Context
See Also
CPQ BB Connector Setup and Implementation Guide
BB Commerce Data Model
Service Agent Order on Behalf Flow
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 quote
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
Convert Cart to Order
Link Cart to Quote
Connector
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
Connected Products and Pricing
Link Cart to Quote
Connector
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
Considerations
Product and Pricing Assumptions
Link Cart to Quote
Configurations
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
Configurations
Use these configurations to link carts to quotes
Link Cart to Quote
Configurations
Prerequisites
This configuration requires a permission set assignment to CPQ BB Connector Admin and the CPQ and BB Commerce Administration
areas The steps here assume that you completed the Product and Pricing setup
Package Settings
Configuration Steps
Enable Request a Quote
Implement a customer message modal from Storefront Buttons and Confirmation Page
To edit storefront screens in the customer interface update the Modal Metadata To modify messaging update the Custom
Label CPQBBCartToQuoteConfirmMsg
Implement a custom interface and button optional
Add the BB Source field to the Quote Page Layout
Ensure proper Field Level Security requirements and layout updates per audience
Adjust the Request a Quote cart status
Modify the Cart Status attribute by updating the SourceValuec from the CPQBBMapping metadata record
CartStatusFieldUpdate
Enable order syncing from the storefront
Optionally review your approach for Orders Enable custom metadata to allow selfservice customer orders to flow from the
storefront to CPQ orders
CC Order creates a new standard order record using the CPQ Quote API when the Sync to CPQ checkbox is checked or set to
true
Configure the CC Order field update
Update the CC Order field Set the Sync to CPQ field to true to meet necessary business requirements in the Process Builder or
Workflow Rule
Update Opportunity fields via the connector
In Custom Metadata set the Opportunity Stage Mapping to the appropriate connector value
After the opportunity quotes created using the Connector populate
Connector updates the Ordered checkbox on the Quote and sets it to Primary to sync the quote with Opportunity
Quotes populate Order and Order Item records when set toOrdered
Configure the mapped Order status from the custom metadata settings
Update the order page layouts
Use BBSourceOrderc
The connector creates the Order and Order item
Configure the mapped Order status from the custom metadata settings
Note Refer to the Implementation Guide for detailed instructions on Custom Metadata Mapping
Link Cart to Quote
Configurations
CPQ and BB Commerce CC objects relationship fields
CC Cart
Opportunityc
Quotec
CC Cart Item
ProductIdc Use the formula data type to pull in Product Id based on its mapping to CC Product on the Cart Item
Opportunity
CCCartc
Quote
CCCartc
CCOrderc
Quote Line
CCCartItemc
Order Item
CCCartItemc
Quotes Metadata requires BB Commerce Fields Sync
Map values for QuoterCCCartc QuoterCCOrderc on the Quote
Update QuoterCCOrderc on the Quote record when the CCOrderc populates if not created at the time of Quote creation
Pricing on Quote Lines
Publish the pricing overrides on these fields on the Quote Lines when the Cart publishes Pricing details
SBQQSpecialPricec The Cart Item price publishes it after any discounts or coupons
SBQQSpecialPriceTypec Set the value as Custom
Subscriptions
Populate the following fields in the Quote lines for or Subscription products based on the defined Subscription Product Term SPT
SBQQChargeTypec Set to OneTime for regular products and Recurring for Subscriptions
SBQQBillingFrequencyc Set to One Time for regular products and Upfront Monthly or Annual for Subscriptions
SBQQBillingTypec Set to Advance or Arrears for Subscriptions
Related Content
Review earlier steps in this solution
Workflow
Design Considerations
Connector
