Streamline Manufacturing Reorders Solution Kit
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Streamline Mass Reorders
Salesforce Spring
salesforcedocs
Last updated November
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CONTENTS
Streamline Mass Reorders
Workflow
Design Considerations
Configurations
STREAMLINE MASS REORDERS
Provide a seamless reorder experience using the negotiated Sales Agreement object in an industry cloud such as Manufacturing Cloud
or Consumer Goods Cloud
Get Started
Take Trailhead modules related to this solution
Salesforce Solution Kits Quick Look
Customer expectations during the th Industrial Revolution IR are shifting dramatically The experience a company provides is as
important as its products and services
This solution kit describes crosschannel collaboration from your sales representatives to Salesforce CPQ Connect BB Commerce
storefronts with industry clouds to provide fluid interactions and optimize revenue streams
This solution kit helps you
Use the Sales Agreement object in an industry cloud to easily reorder products and services
Integrate customer carts from BB Commerce to CPQ for the sales rep to finalize and create complex quotes with customers interacting
from the storefront
Send quotes back to the cart for the customer to purchase or complete from CPQ
Required Products
BB Commerce Cloud
Industry Cloud such as Manufacturing Cloud Consumer Goods Cloud or other cloud
Streamline Mass Reorders
Workflow
Salesforce CPQ
BB Commerce Cloud and CPQ Connector
Implement This Solution
Workflow
Learn how data flows through the configurations when you streamline mass reorders
Design Considerations
Keep these design considerations in mind when you streamline mass reorders
Configurations
Use these configurations to streamline mass reorders
Workflow
Learn how data flows through the configurations when you streamline mass reorders
Streamline Mass Reorders
Workflow
Workflow
Streamline Mass Reorders
Design Considerations
Related Content
Take the next steps in this implementation
Design Considerations on page
Configurations on page
Design Considerations
Keep these design considerations in mind when you streamline mass reorders
Identify the scope and requirements
Plan your budget timeline and outofthebox options
Plan and gather alignment on your data strategy and connected clouds considering 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 servicelevel agreement SLA across system functional and business analyses
Monitor error logs between tools
Validate your data strategy when adding to user stories and business processes
Refer to the product and price master data flow and design considerations for Enterprise Resource Planning ERP This solution kit
assumes that you use the product CPQ master approach
Key Considerations
Data from the Connector
Storefront and connector orders 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 BB Commerce Order creation Either way CPQ makes a quote and
then item 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
Order items
Limitations and Guardrails
Order Transfer to Storefront Cart
A custom Lightning action on the quote page supports the action when a sales rep transfers a quote to a cart in the customers view
Streamline Mass Reorders
Design Considerations
CarttoQuote Behavior with CPQ Price Rules and Overrides
Exclude cart quotes for any pricing rules or quote calculator plugin QCP overrides The price published from cart to quote drives
price overrides
Performance and Scalability Considerations
Notifications
Configure transactional alerts using the carttoquote or quotetocart notification preferences Review outofthebox options within
Salesforce for email delivery via Process Builder Account Engagement Pardot with Sales Alerts Salesforce Engage Alerts or by
Marketing Cloud For more information see 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
Use permissions and security record ownership from connector transactions If your Salesforce storefront supports unauthenticated
shopping it creates BB Commerce Cart and BB Commerce Order under the logged in Salesforce community user context or the
anonymous user context
Performance and Scalability Considerations
ERP Integrations
This model allows the user to 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 The Order object
is also the entry point 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 payments electronic regardless of whether the transaction originated from BB or CPQ
If ERP is the Product Pricing Master sync all Product Pricing information to Salesforce CPQ Expect the connector to push the
data to BB Commerce
Note Dont directly integrate BB with the ERP The functionality supported in the connector or the integrations assumes
that CPQ is the source for publishing data to BB Commerce
If the ERP is the target application for downstream order fulfillment use the Order object as the exit and entry point from Salesforce
If you must link BB Commerce with an industry cloud without CPQs robust list of features you can integrate the sales agreement
to the appropriate BB objects Integrating the sales agreement significantly changes the data model and any related ERP integrations
Notifications
Configure transactional alerts through the carttoquote or quotetocart notification preferences Review outofthebox options
within Salesforce for email delivery via Process Builder Account Engagement Pardot with Sales Alerts Salesforce Engage Alerts
or by Marketing Cloud For more information see 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 BB
Commerce Cart and BB Commerce Order under the logged in Salesforce Community user context or the anonymous user context
Streamline Mass Reorders
Configurations
Related Content
Review earlier steps in this solution
Workflow on page
Take the next steps in this implementation
Configurations on page
See Also
BB Commerce Data Model
Service Agent Order on Behalf Flow
Configurations
Use these configurations to streamline mass reorders
These steps assume that you completed the product and pricing setup and reviewed or implemented quote to cart solutions Synchronize
products and price lists between BB Commerce and CPQ
To learn more watch Driving Seamless Experiences for Manufacturing Cloud CPQ and BB Commerce
Industry Cloud with a Quote to Sales Agreement Data Flow
Create the opportunity
a Stamp PriceBook based on the BB Commerce PriceList mapping associated with the BB Commerce Cart
Create the quote associated with the opportunity based on cart information
a Populate the account and contact on the quote based on cart information
b Stamp Cart Id on the quote
c Pass Bill To and Ship To details from the cart to the quote
d Create sales agreements from quotes with a custom Lightning action Use a custom Apex class for your specific business
requirements Drag the Create Sales Agreement Lightning action onto your main Quote page layout
Add Quote Lines to the quote based on the art items
a Publish each cart item and BB Commerce product mapped to Product on the quote line along with quantity
b Publish the pricing from the BB Commerce Cart item
If a sales representative is processing the transaction you can stop here with no further integration steps
To publish an approved quote back to the cart with the finalized price use a custom Lightning action on the quote page
a Because the quote and quote lines refer to the cart and cart items publish the finalized price back to the cart
b Publishing the finalized price allows the customer to complete the transaction using the published and negotiated price
Publish pricing overrides using these fields on the quote lines
a Publish SBQQSpecialPricec from the cart item price after any discounts or coupons
Streamline Mass Reorders
Configurations
b Set the SBQQSpecialPriceTypec value to Custom
Create the sales agreement
a After approving the quote sync the price back to BB Commerce using the Sync To BB field To create a sales agreement that
uses pricing and product information from the quote click the Create Sales Agreement button This action automatically creates
product schedules based on the length of time provided
b Drag the Amend Sales Agreement Lightning action to your main Sales Agreement page layout
Amend the sales agreements
a If a customer wants to renegotiate their sales agreement price use the Amend Sales Agreement Lightning action This action
clones the primary quote associated with the sales agreement
b Drag the IsSAActivec checkbox to your main Sales Agreement page layout
c If the quote is linked to a sales agreement add a validation rule that checks to prevent a quote from being deleted
Review the BB Commerce CPQ Connector setup
Refer to other solution kits for detailed setup and solution considerations for other objects
Related Content
Review earlier steps in this solution
Workflow on page
Design Considerations on page
